Mary Daly, President of the Federal Reserve Bank of San Francisco, shares her insights on the recent 25 basis point rate cut and the Fed's shift in strategy. She delves into the complexities of inflation, particularly in housing, and emphasizes the need for collaboration between sectors. Daly discusses the evolving labor market, highlighting the role of CEOs in hiring decisions. Plus, she examines the impact of AI on productivity and its potential to transform industries amidst fiscal policy challenges.

Join Mary Daly, President of the Federal Reserve Bank of San Francisco; John H. Cochrane, Senior Fellow at the Hoover Institution; Baie Netzer, Investment Strategist at Bank of America; and Susan Hyde, Political Science expert from UC Berkeley. They dive into the economic forecast for 2025, discussing the impacts of tariffs, tax cuts, and inflation. Insights on income inequality and its effects on democracy are also examined. The conversation highlights the resilience of the U.S. economy amid changing political landscapes and evolving policies.

Mary Daly, the president of the Federal Reserve Bank of San Francisco, shares her insider perspective on the impending interest rate cuts. She discusses the delicate balance the Fed must strike between tackling inflation and supporting job growth. Daly highlights personal experiences that illustrate the real-world impact of these economic policies. Surprisingly, she also weaves in a nod to cultural phenomena, connecting economic discussions to current pop culture, like Taylor Swift. It's an insightful mix of economics and human experience!

Mary Daly, President of the Federal Reserve Bank of San Francisco, provides a deep dive into the Fed's strategies for managing interest rates and inflation. She expresses confidence in the prospect of two rate cuts by 2025, showcasing a balanced approach that considers economic data. Daly discusses the challenges of sustaining job growth while keeping inflation in check, emphasizing the importance of effective communication from the Fed amid evolving economic conditions. Her insights reflect a cautious optimism about navigating the uncertain economic landscape.

In a captivating discussion, former Treasury Secretary Robert Rubin emphasizes the need for adaptive fiscal strategies amid rising deficits. Blair Effron shares insights on tech industry expansion outside Silicon Valley, while Mary Daly addresses the implications of low birth rates on workforce sustainability. Niall Ferguson reflects on historical economic trends, and Marc Rowan discusses innovative solutions in higher education amid current challenges. They delve into the evolving landscape of supply chains and technology, offering a nuanced look at the future of the economy.