Greg Daco

Jon Lieber, Managing Director at Eurasia Group, analyzes the political ramifications of the federal government shutdown. He highlights potential long-term impacts and the dynamics within Democratic leadership. Greg Daco, Chief Economist at EY, dissects the latest ADP payrolls data, warning about shifts in labor market conditions and the risks to corporate profitability amid a K-shaped recovery. Tiffany Wilding from PIMCO discusses how monetary policy might respond to weakening labor indicators and the nuanced effects of tariffs on the economy.

Former World Bank President David Malpass discusses JD Vance's policies, Rep. Mike Lawler talks about potential legislation to enhance Secret Service measures, Chris Marinac breaks down Bank of America's earnings, Greg Daco and Andrew Husby analyze new retail sales data. Discussions cover US economic policies, Federal Reserve strategies, financial advisors transitioning, enhanced security measures for political figures, and analysis of bank earnings and economic outlook.

The podcast discusses geopolitical risks on markets with guests including Stephen Schork, Greg Daco, Brian Levitt, and Neil Dutta. They explore topics such as energy independence, gasoline prices, understanding economics beyond GDP, asset allocation, the current state of the American economy, and the housing market with a focus on rental inflation.