Steve Rattner, Chairman and CEO of Willett Advisors and former journalist, shares his unique journey from the New York Times to investment banking and government service. He discusses the complexities of managing Michael Bloomberg’s family office, emphasizing team building and a nuanced approach to investments in private equity and hedge funds. Rattner offers insights into navigating emerging markets like China, the challenges of corporate stewardship, and the impact of political polarization on investment strategies. Personal anecdotes add a reflective touch to his investment philosophy.

Bank of America CEO wants clear regulations, while ex-Fed Governor talks Basel III delays. Steve Rattner on the 'Trump trade,' Laura Tyson explains AI productivity. French Hill discusses implications of Trump 2.0.

Guests including Peter Kraus, Sarah Ketterer, and Lawrence H. Summers discuss topics such as the Fed's plan to raise rates, investing in alternatives, the UAW strike resolution, and the caution the Fed should exercise. The podcast covers a range of topics from the car industry to interest rates and explores the future of manufacturing and the power shift between labor and capital.

Former Council of Economic Advisers Chair explains US labor market slowdown. Citi US Equity Strategist analyzes cross-asset rally after Fed pause. Willett Advisors CEO discusses UAW agreements with Big Three automakers. KKR Head of Global Macro and Asset Allocation dives into China's shift to disinflationary.

Centerview Partners Counselor talks about geopolitics, PGIM Real Estate Co-CEO discusses commercial real estate optimism, Willett Advisors CEO looks into the enthusiasm for electric vehicles, Aperture Investors CEO sees buying opportunities despite high valuations.