Wall Street Week

Bloomberg
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17 snips
Oct 3, 2025 • 48min

Economy of Tomorrow

Steven Rattner, a seasoned investor and CEO of Willett Advisors, shares insights on the U.S. labor market and the impact of AI on hiring trends. He discusses how monetary policy and tariffs influence the auto industry amid global competition. Ford CEO Jim Farley delves into the 'essential economy,' shedding light on the skilled labor shortage and the role of AI in increasing productivity. Daniel Nadler, founder of Open Evidence, explains how AI helps doctors manage the overwhelming amount of medical research, aiming to improve patient care.
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41 snips
Sep 26, 2025 • 48min

North America Auto Tariffs, American Worker Shortage, 20 Years After Hurricane Katrina

Shannon O'Neill, Senior Vice President at the Council on Foreign Relations, provides insights on investor concerns in Mexico, highlighting judicial reform and security risks that affect investment opportunities. The discussion delves into the complexities of U.S.-Mexico trade relations, particularly auto tariffs and their impact on supply chains. Additionally, O'Neill discusses how workforce shortages in North America are being addressed, emphasizing the role immigrant labor plays in revitalizing local economies, such as a manufacturing plant in Fargo.
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Sep 21, 2025 • 28min

Special Edition: Bard College President on Trump’s College Crackdown

Leon Botstein, a seasoned academic leader and President of Bard College for over 50 years, discusses the shifting landscape of higher education and federal funding under Trump's administration. He highlights the historical partnership between government and universities, now under threat. Botstein delves into the implications for research integrity, the role of immigration, and the importance of principled leadership to restore public trust. His insights provide a compelling overview of the challenges facing academia today.
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49 snips
Sep 20, 2025 • 48min

Bitter Pills | Summers on the Fed, Research Funding Fallout, Milei’sTough Policies, UK’s Growth Gamble

Lawrence H. Summers, former U.S. Treasury Secretary, analyzes the Fed's looser monetary policy and the looming risks of inflation. Rafael Reif, former MIT president, highlights the dangers of recent cuts to federal research funding and discusses innovative financing solutions. Juan Pablo Nicolini provides insights into Argentina’s fiscal challenges, emphasizing the political risks of President Javier Milei’s austerity measures. Lastly, local leaders explore investment opportunities in Birmingham, suggesting a shift in the UK’s growth strategy beyond London.
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29 snips
Sep 12, 2025 • 37min

Nobel Laureate Paul Krugman, Brazil’s Rare Earths Bet

Nobel laureate Paul Krugman explores economic policies impacting productivity, particularly in relation to immigration. Joined by John Zhang and Ramon Barua Costa, they delve into dynamic pricing models that fluctuate in real time across various industries. The discussion shifts to Brazil's strategic ambitions in rare earth elements, aiming to establish a competitive non-China supply chain, highlighting the geopolitical stakes of this crucial resource in the tech industry.
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17 snips
Sep 5, 2025 • 48min

Summers on President Trump vs. the Fed, Battle Over America’s Jobs Data, Australia Gold Rush 2.0

Join former US Treasury Secretary Lawrence H. Summers as he discusses the slow market response to President Trump's attempts to alter the Federal Reserve's leadership. He highlights rising concerns about the integrity of jobs data and the implications of politicization at the Bureau of Labor Statistics. Summers also delves into Australia's gold rush spurred by soaring prices, and examines the challenges and opportunities in India's evolving capital markets, including regulatory balances for risk and investment.
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6 snips
Aug 29, 2025 • 48min

Team Favorite: Entry-Level Jobs at Risk, CEOs Face Uncertainty, Tariffs & Textile Companies, Powering Data Centers 

Blair Effron, Co-founder of Centerview Partners, shares insights on how AI and rising tariffs create hurdles for recent college graduates seeking jobs. Jeff Bowman, CEO of Kokona Labs, discusses the significant impact of tariffs on the textile industry, emphasizing how they affect import-export dynamics. The duo also dives into community concerns over data centers, examining both the economic benefits and environmental implications in places like Warrington, Virginia. These discussions shed light on the evolving challenges and opportunities in today's business landscape.
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Aug 22, 2025 • 48min

Cowboy Capitalism | Powell at Jackson Hole, Jackson's Billionaires, Chevron CEO Mike Wirth, Dallas Finance Boom

This week, former Reserve Bank of India governor Raghuram Rajan weighs in on Fed Chair Powell's remarks at the Fed's annual conference Jackson Hole. And, a look at the wealthiest county in the US - how do billionaires coexist with cowboy culture and the local community in Teton County? Plus, Chevron CEO Mike Wirth on the role of fossil fuels in the energy transition. Later, from Wall Street to "Y’all Street" - what Dallas is doing to attract financial firms and workers.See omnystudio.com/listener for privacy information.
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Aug 15, 2025 • 48min

Jackson Hole preview, Apple's AI Ambitions, Rule of Law, New Housing Investors

This week, the framework of the Federal Reserve Board of Governors meets signs of economic softness just ahead of the Fed's annual meeting in Jackson Hole, Wyoming. And, Apple wants to increase its AI presence, but its focus on manufacturing and the tariff environment might pose challenges. Plus, rule of law is more than a legal concept - why businesses need it to operate in the US. And, the American dream of home ownership now belongs to small investors who are seeing opportunity in market conditions that are pricing out potential home owners.See omnystudio.com/listener for privacy information.
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Aug 8, 2025 • 48min

Entry-Level Jobs at Risk, CEOs Face Uncertainty, Tariffs & Textile Companies, Powering Data Centers 

This week, college graduates struggle to find entry-level jobs - is AI part of the problem? And, Centerview Partners’ Blair Effron on CEOs weathering policy uncertainty, and the importance of New York's next mayor to the city's business community. Plus, how will President Trump’s tariffs impact the textile industry? Later, a small town pushes back against an Amazon data center - the pros and cons the town sees in data centers.See omnystudio.com/listener for privacy information.

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