Tom Orlik, chief economist at Bloomberg Economics, and Mackenzie Hawkins, a reporter specializing in US-China trade policy, dive into the ramifications of a potential second Trump administration. They discuss Trump's proposal for hefty tariffs on Chinese goods and how this could affect US inflation and manufacturing. The conversation also touches on the shift in US trade strategies, focusing on national security and clean energy competition, and explores the risks and benefits for American workers in a rapidly changing global landscape.

Stacy Rasgon, a semiconductor analyst at Bernstein Research, and Mackenzie Hawkins, a Bloomberg News reporter, dive into Intel's pressing challenges as it navigates a competitive landscape. They discuss Intel's struggles with its fab operations amidst the U.S. push for domestic semiconductor manufacturing. The conversation highlights the impact of government subsidies, missed opportunities in AI, and the critical role of leadership in shaping Intel’s future. Additionally, they explore Intel's ambitious vision for 2030 and the complexities of restoring its market position.

Cheryl Pate, a Senior Portfolio Manager at Angel Oak Capital, discusses insights from major Wall Street bank earnings and trends in consumer credit. Amy Price, President at BGO, examines challenges in the commercial real estate market. Mackenzie Hawkins and Ian King analyze discussions around potential U.S. restrictions on Nvidia AI chip sales, while Jayson Bronchetti, CIO of Lincoln Financial, shares insights on the market's outlook as the elections approach, adding depth to the conversation about financial strategies and consumer behavior.

Steven Blitz, the Chief US Economist at TS Lombard, shares insights on the Fed's Beige Book findings, highlighting stagnant economic activity. Ian King and Mackenzie Hawkins discuss the semiconductor industry's hurdles, including Nvidia's stock plunge and Intel's struggles with government funding amid the CHIPS Act. Josh Patterson, CEO of Voltron, reveals how AI-powered chips are transforming big data operations. The conversation underscores the challenges and innovations shaping the economic landscape and tech sector.

Mackenzie Hawkins, a Bloomberg News reporter specializing in the semiconductor industry, dives into the complexities of the CHIPS Act funding. She reveals how $8.5 billion was recently granted to Intel and discusses the challenges faced by companies like TSMC. The conversation highlights the U.S.'s effort to boost domestic chip production amid international competition, labor issues, and supply chain vulnerabilities. With a focus on the future of AI-driven demand and military implications, Hawkins provides a comprehensive look at a critical industry undergoing significant transformation.