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, 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.