Doug Ciocca

Josh Tyrangiel, former Bloomberg Businessweek editor, shares insights from his revealing interview with Sam Altman, discussing ChatGPT's evolution and its challenges. Max Chafkin analyzes the troubling shutdown of GM’s Cruise, diving into safety concerns and regulatory hurdles in the self-driving sector. Doug Ciocca, CEO of Kavar Capital, offers valuable perspectives on navigating current market conditions, particularly amidst political uncertainties and fluctuating interest rates.

Ali Anderson, CEO of CraftCo, dives into the challenges small U.S. spirits producers face due to potential tariffs on European alcohol imports. She discusses the shifting consumer habits favoring quality and lifestyle, alongside the ripple effects on the industry. Doug Ciocca, CEO at Kavar Capital, sheds light on the market’s reaction to these tariffs and the phenomenon of Tariff Implementation Paralysis that’s affecting investor confidence. Together, they highlight the intricate connections between trade policies, market sentiment, and the broader economy.

Nancy Lazar, Chief Economist at Piper Sandler, delves into U.S.-China trade dynamics and their global economic implications. Doug Ciocca, CEO of Kavar Capital Partners, analyzes market volatility and investment strategies amidst recent stock rallies. Former Washington State governor Jay Inslee discusses the surge in clean energy jobs and the intersection of climate initiatives with economic policies. Together, they explore how the truce between the U.S. and China could reshape markets and the impact on inflation expectations.

Mike McKee and Michael Mackenzie discuss robust US economic growth despite higher borrowing costs. Michael Capser explains sliding earnings outlook. Doug Ciocca talks market volatility. Katie Thomas addresses consumer stress levels. Kathy Entwistle discusses investment opportunities.

CEO Doug Ciocca discusses the Fed leaving rates unchanged, economist Brad Dillman talks about the impact on housing market, and Untuckit founder Chris Riccobono shares using AI for new stores. Hosts explore data in investment decisions, Fed Chair views, market strategies in a volatile market, apartment management challenges, housing cycles, and retail growth amidst challenges.