Shawn Donnan, a senior economics writer, and Stuart Paul, a US economist, analyze the economic conditions in key swing states that could sway the upcoming election. They discuss slow post-pandemic growth, rising housing costs, and shifting voter sentiment. Ian King shares insights on semiconductor trends, focusing on TSMC and Nvidia amid geopolitical concerns. Gal Krubiner, CEO of Pagaya, reveals how AI is revolutionizing fintech, particularly in loan structuring and alternative lending dynamics. Miguel Sosa offers perspectives on navigating market optimism despite interest rate challenges.

The podcast discusses Kevin Plank's return as CEO of Under Armour and challenges faced by the company. They also talk about Dick's Sporting Goods' resilience and the perfect storm for homebuilders. Pagaya CEO Gal Krubiner chats about using AI to revolutionize fintech.

Gal Krubiner, Co-founder and CEO of Pagaya, discusses how AI can reshape credit underwriting and improve financial inclusion. They cover topics like Pagaya's AI-driven lender network, the future of AI in financial services, Pagaya's IPO, and more.