Susan Schmidt

Michael Godlewski, owner of EYV Restaurant, shares the struggles of small businesses facing rising costs and tariffs. Susan Schmidt, a portfolio manager, delves into investor reactions to the Federal Reserve's rate cuts and their impacts on the market. Claudia Schwarm, a former Fed economist, discusses the timing and effects of these cuts on inflation and the labor market. Lastly, commodities trader Oli Hansen analyzes the surge in silver prices driven by industrial demand and market tightness.

Muhammad Ali, a privatisation adviser to Pakistan's Prime Minister, discusses the groundbreaking live auction of Pakistan International Airlines, revealing the motivations, past challenges, and future prospects of the sale. Susan Schmidt provides insights on the impact of US tariffs on global markets, emphasizing their effect on jobs and industries in India and South Africa. Ajay Srivastav and Busisiwe Mavuso delve into the consequences of these tariffs, highlighting trade negotiation priorities and economic implications for their respective countries.

Ami Daniel, Co-founder and CEO of Windward, discusses the challenges of tracking sanctioned oil tankers in light of the intensified US blockade on Venezuela. He highlights the technological enforcement hurdles and the precarious state of Venezuela’s maritime exports. Susan Schmidt, a portfolio manager at Exchange Capital Resources, analyzes market reactions, noting the modest rise in oil prices amid geopolitical tensions. Their conversation sheds light on the humanitarian implications of the blockade and the broader impact on global oil markets.

Timothy Ash, a strategist and Russia expert, discusses the EU's plan to use frozen Russian state assets to fund Ukraine, raising concerns about Belgium's legal exposure. Susan Schmidt offers insights into the EU's gradual phase-out of Russian gas and its market implications. Francisco Monaldi highlights Venezuela's oil potential and the geopolitical motivations behind US actions in the region. On a lighter note, John Lawrenson reports on Lugano's acceptance of Bitcoin, capturing local reactions to its growing presence in everyday commerce.

Carla Javier, a Marketplace reporter specializing in labor and education economics, discusses new research revealing that the job market advantage of college graduates is shrinking. She explores pandemic impacts and AI's role in shifting hiring patterns. Also featured is Susan Schmidt, Senior Portfolio Manager at Exchange Capital Resources, who highlights concerns over stock market concentration linked to a few tech giants like NVIDIA, while mentioning the potential U.S.-Taiwan trade deal in semiconductors.