Eamon Javers

Eamon Javers, a Washington-based reporter, dives into the White House's affordability push, focusing on the impact of AI-related power costs on tech firms. He discusses Microsoft's commitment to managing electricity expenses without burdening communities. The conversation also spans potential beneficiaries in the utility sector and how the current geopolitical climate is influencing compute cost competition with China. The podcast highlights the latest trends from the JPMorgan Healthcare conference, including biopharma insights and the evolving drug pipeline.

Jeremy Siegel, a Wharton finance professor and WisdomTree Chief Economist, shares insights on the implications of recent tariffs and their influence on inflation and GDP. Eamon Javers, a Washington policy reporter, discusses the new tariffs and their expected impact on trade deals. The conversation dives deep into market reactions to tame PCE inflation, economic concerns surrounding potential government shutdowns, and the consumer impact of tariffs during the upcoming holiday season. It's a lively discussion packed with actionable market insights.

Richard Fisher, former president of the Dallas Federal Reserve, discusses the implications of a DOJ probe into Jerome Powell, emphasizing threats to Fed independence. Rick Rieder from BlackRock shares a market outlook, calling for thoughtful investing strategies and pinpointing sectors like healthcare tech and energy infrastructure. Eamon Javers provides insight into White House reactions to the probe, while Phil LeBeau reports on record auto sales and high transaction prices, highlighting trends shaping consumer behavior.

Eamon Javers, a CNBC reporter, and Kevin McCarthy, the former Speaker of the U.S. House, delve into the contentious DOE investigation of Federal Reserve Chair Jay Powell. They explore the surprising Republican dissent and its impact on market confidence. Javers breaks down the complexities of the inquiry while McCarthy argues that the probe undermines the president’s economic messaging. The discussion also touches on Trump’s influence within the GOP and whether accountability can exist without a criminal inquiry—a thought-provoking examination of politics and power.

Becky Quick, a CNBC anchor focused on rare diseases, shares her personal connection to the topic, introducing the CNBC Cures initiative to drive awareness and action. Ian Bremmer, a geopolitical analyst, offers insights on U.S. strategies in Venezuela and NATO's evolving dynamics. Michael Yee, UBS's biotech expert, discusses the surge in biotech M&A and the promising market for obesity drugs. Diana Olick analyzes housing market trends, revealing cautious optimism, while Rick Santelli reviews key economic indicators shaping the markets.