Roger Altman

Roger Altman, founder of Evercore and former deputy treasury secretary, provides valuable insights on the recent U.S.-China trade agreement to cut tariffs, describing it as ‘encouraging.’ He discusses the cautious optimism in the market and urges careful consideration of the details. The conversation also dives into President Trump’s executive order aimed at lowering drug prices, exploring potential effects on pharmaceutical stocks and broader economic implications. Altman emphasizes the need for strategic adaptations in a complex geopolitical landscape.

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, former Deputy Treasury Secretary and founder of Evercore, dives into the complexities of the Federal Reserve's independence and leadership amid political pressures. He discusses the surprising economic resilience, despite high tariff rates, and analyzes recent banking earnings showing record revenues. Altman also sheds light on shifting strategies in banking with potential regulatory changes, and highlights the growing tech sector, driven by massive investments in AI, which are poised to reshape market dynamics.

Roger Altman, founder and senior chairman of Evercore ISI, shares insights on the adverse effects tariffs could have on economic growth and inflation. He emphasizes the conflicting signals in the U.S. economy, where slow growth coexists with rising equity markets. The discussion touches on the impact of new trade policies and the potential ramifications for BRIC countries. Altman also highlights the dual nature of the AI revolution and tariffs on consumer prices, showcasing the challenges presented by increasing national debt.

Roger Altman, Evercore Senior Chairman and former Deputy Treasury Secretary, shares his concerns about a potential economic slowdown and discusses the implications of a significant fiscal bill on national debt. John McNeil, CEO of DVX Ventures and former Tesla president, dives into the automotive landscape, particularly GM's new investments in U.S. manufacturing. The podcast also covers the latest on a tragic Boeing 787 crash, inflation trends, and Chime's upcoming IPO, highlighting how these events shape the financial landscape and market strategies.

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.

Roger Altman, Founder and Senior Chairman at Evercore, discusses his journey from investment banking to politics, the origin and culture of Evercore, starting a business with values, and insights from a lightning round of questions.