Gary Cohn, Vice Chairman at IBM and former National Economic Council director under Trump, shares his insights on the US economy. He discusses the political hurdles in implementing tax cuts and the corporate optimism surrounding Trump's policies. Cohn offers a historical lens on the yield curve, explaining its significance for today's economic indicators. The conversation also touches on the pressing issues of national debt and the importance of fiscal responsibility, especially regarding Social Security amid ongoing market uncertainties.

Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.

Gary Cohn, IBM Vice Chair, shares his insights on the transformative power of AI in enhancing productivity. He emphasizes AI as an evolutionary leap that improves work efficiency and creates new job opportunities, countering fears of job loss. Cohn also touches on the rapid advancements in quantum computing and the critical need for thoughtful regulation. Furthermore, he discusses how AI can streamline business processes, advocating for investments in technology despite associated risks.

Retired Colonel and Medal of Honor Recipient Jack Jacobs shares his insights on Iran's missile attack on Israel and discusses potential military responses and the impact on oil markets. Former SEC Chairman Jay Clayton and former NEC Director Gary Cohn dive into the implications of the vice presidential debate, examining candidates' stances on regulation and economic policy amid geopolitical tensions. They emphasize the need for substantial debate on pressing issues like inflation and trade, and how these factors could shape the upcoming election.

Former chief economic adviser to former President Donald Trump, Gary Cohn, discusses how higher interest rates are affecting investors' risk-taking behavior. Topics include the impact of interest rates on businesses, fiscal stimulus, tariffs, efficiency in business operations, and the role of AI in corporate efficiency and economic outlook.