Betsy Duke, a former Federal Reserve Governor, shares her insights on Fed Chair Powell’s policies and their potential impact on inflation. Pierre Ferragu from New Street Research discusses the upcoming Nvidia earnings, examining market dynamics and chip production challenges. Henrietta Treyz, an Economic Policy expert, analyzes the campaign strategies of 2024 presidential candidates, highlighting their fundraising efforts and voter sentiment on key issues like abortion and economic policies. A compelling intersection of economics, technology, and politics!

Lindsey Piegza, Chief Economist at Stifel, shares insights on the looming threat of inflation resurfacing amidst the Federal Reserve's dovish stance on interest rates. Ethan Bronner, Bloomberg's Israel Bureau Chief, discusses the escalating regional tensions, particularly between Israel and Hezbollah, and the risk of wider conflict. Pierre Ferragu, a tech expert, provides a look into how Nvidia is shaping the AI landscape and market readiness as earnings are on the horizon, highlighting the intersection of technology and geopolitics.

Pierre Ferragu downgrades NVDA, Democrats urge Biden to step aside, bond market rally after US payroll data. Speculation on interest rate cut, labor market conditions, tailored insurance coverage, and potential Democratic candidates. Analysis of Trump's base, NVIDIA's AI business growth, and tech sector capex concerns.

In this engaging conversation with Pierre Ferragu, a tech industry expert and founder of New Street Research, the potential of AI to widen the wealth gap takes center stage. He provocatively introduces the concept of 'Artificial Stupidity,' challenging conventional beliefs. The discussion unfolds around the fierce competition in the semiconductor market, particularly spotlighting NVIDIA's dominance and Intel's struggles. With insights on Taiwan's TSMC and China's rise in AI, this dialogue navigates the intricate dynamics of innovation and market rivalry.

Mohamed El-Erian and Jeff Rosenberg discuss April's nonfarm-payrolls data. Pierre Ferragu analyzes Apple's strong Q1 earnings. The podcast covers job report analysis, AI advancements, Chinese market trends, iPhone growth, and Apple's market position.