Roger Altman

A star-studded panel features Jane Mayer, an investigative reporter known for her insights into dark money, Pam Karlan, a Stanford law professor with a knack for Supreme Court intricacies, and Jill Abramson, the first female executive editor of The New York Times. They grapple with predictions for Trump's return and the future of the economy. Tensions between media integrity and corporate influence are explored, alongside the odd political bromance between Trump and Elon Musk. Listeners are urged to engage with the looming challenges of 2025.

Roger Altman discusses the end of ultra-low interest rates. Thomas Nides hopes for US-Saudi-Israeli relations. Christopher Harvey and Kristen Bitterly talk equities without knowing rate ceilings.

Guests on the podcast discuss the AI rally focus, key investment drivers, China's Third Plenum expectations, and how voters view Biden and Trump's economic track records. The podcast also explores market predictions, generative AI investment opportunities, Chinese economic reforms, US-China relations, and economic conditions with insights on business risks and market performance.

Roger Altman, founder and senior chairman of Evercore, dives deep into the intricacies of tariffs and their impact on the global economy. He reveals how U.S.-China trade relations are shifting and why this matters for businesses and consumers. The conversation highlights the economic uncertainty driven by current policies, alongside the influence of rising interest rates. Altman also discusses the broader implications of trade tensions with the EU and the role of rare earth elements in technological advancement, urging for better trade negotiations and economic stability.

Jim O'Neill, former U.K. Treasury Minister and ex-Chairman of Goldman Sachs Asset Management, teams up with Roger Altman, Evercore founder and ex-deputy Treasury secretary, to dissect current economic trends. They discuss unfolding tariff exemptions on electronics and their repercussions for major tech players like Apple and NVIDIA. The duo also delves into Meta’s antitrust battle and its implications for Big Tech, while analyzing the precarious state of the dollar and banking sector amid looming recession fears.