Gautam Mukunda

Ethan Bronner, Israel Bureau Chief for Bloomberg News, and Dan Williams, reporter in Jerusalem, delve into the recent U.S. military strikes on Iran's nuclear facilities. They highlight the drastic escalation of tensions and President Trump’s aggressive stance. Gautam Mukunda, a Yale professor, provides insight into the implications for U.S. leadership and policy. The trio discusses potential impacts on global markets and regional dynamics, emphasizing the shifting geopolitical landscape in the Middle East following this military intervention.

Gautam Mukunda, an Executive Fellow at Yale School of Management, joins the conversation to discuss Harvard University's lawsuit against the Trump administration over international student enrollment. He highlights how these policies could jeopardize American universities and the tech sector's competitiveness. The discussion also touches on Trump's tariffs targeting the EU and Apple, raising critical questions about trade relations and the future of manufacturing in the U.S. Mukunda provides a thought-provoking analysis of education and its ties to democracy.

Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

Seema Shah, VP of Research and Insights at Sensor Tower, delves into Paramount’s ongoing battle for Warner Bros. Discovery shares, highlighting why Paramount’s need for the deal contrasts with Netflix's strengths. Sid Philip discusses GE's disappointing full-year earnings amid supply-chain challenges in the aerospace sector. Gautam Mukunda analyzes the geopolitical ramifications surrounding the U.S. approach to Greenland, suggesting that recent actions may undermine trust with allies and provoke economic pushback from Europe.

Doug Irwin, a Dartmouth Professor specializing in global trade, shares insights on the complexities of U.S. trade policies and the shift of tariff powers to the executive branch. Gautam Mukunda from Yale analyzes the political ramifications of the trade war, questioning if there’s any bipartisan will to resolve it. They delve into the economic impact of tariffs on North American supply chains, the troubling dynamics within both political parties, and how leadership decisions are shaping the ongoing conflict and investor sentiment.

Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.

Guests include Gautam Mukunda, a Yale lecturer and political analyst, who dives into Trump's influence on GOP dynamics and midterm voter impacts. Alonso Munoz, Hamilton Capital's CIO, discusses the 2026 market outlook with a focus on AI and precious metals. Dan Ives, a tech expert from Wedbush, forecasts a vibrant year for AI and explores competition in the chip sector. Lastly, Patrick Murphy, a geopolitical advisor, reveals how global tensions shape market behaviors and supply chains.

In this insightful discussion, Susan Collins, President of the Boston Fed, dives into the nuances of monetary policy and the current economic landscape, focusing on inflation and interest rates. Jurrien Timmer from Fidelity offers a captivating analysis of market trends while revealing key data points regarding the ongoing equity rally. Meanwhile, Yale's Gautam Mukunda shares intriguing perspectives on President-elect Trump's cabinet choices and their prospective influence on the balance of power in Washington. It's a blend of economics and politics that keeps listeners engaged!

Lara Rhame, Chief Economist at FS Investments, shares her insights on the potential for a not-so-soft landing in the economy and its ties to the 2024 election. Nancy Curtin, Partner & Global CIO at AlTi, remains bullish on the S&P 500, dissecting market fundamentals. Gautam Mukunda, a Yale lecturer, analyzes how the presidential race could impact markets. Carole Streicher from KPMG discusses the recovering M&A landscape and what trends to watch for in 2024, emphasizing the role of capital and upcoming regulatory changes.

Kelsey Berro, an insightful finance expert, and Gautam Mukunda, a strategist and leadership guru, delve into current market trends influenced by recent events. They discuss the cyclical nature of American political polarization, revealing how it shapes economic policies. The duo shares investment insights crucial for navigating today's financial landscape, analyzing key indicators and sector performance. They also touch on the transformative role of technology in business collaboration, highlighting innovative tools that empower financial decision-making.