Wall Street Week

Caroline Hyde, co-host of Bloomberg Technology, dives into Nvidia's recent earnings forecast, which fell short of sky-high expectations despite impressive growth. She discusses the implications of a stock drop and Nvidia's significant role in AI advancements amid ongoing supply chain challenges. The conversation highlights the evolving landscape of chip technology, the impact of major clients on Nvidia's trajectory, and investors' concerns regarding long-term sustainability as the tech industry navigates innovation hurdles.

 This week, market contrarians and products that enjoyed great success and attention, and whether investing in one of the world's most common habits is profitable. Plus, the entrance of AI into creative fields, like music and video. See omnystudio.com/listener for privacy information.

Rebecca Patterson, former chief investment strategist for Bridgewater Associates, joins Glenn Hubbard, Columbia Business School professor and ex-chair of President Bush's Economic Council, alongside Zanny Minton Beddoes, editor-in-chief of The Economist, and Elizabeth Economy, senior fellow at the Hoover Institution. They discuss the market implications of a second Trump presidency, focusing on U.S.-China relations and potential trade impacts. The conversation touches on economic policies, capitalism perceptions, and the prospect of increased foreign direct investment post-election.

Jay Powell, the Chairman of the Federal Reserve, and Rick Reeder from BlackRock, dive into the intricacies of U.S. monetary policy. They dissect Powell's recent announcements on interest rate reductions and their ripple effects on equity markets and bond yields. The duo explores the uncertainties surrounding economic policies before the elections, inflation's impact, and the growing relevance of cryptocurrencies. Additionally, they examine the implications of rising yields on economic growth and the labor market's influence on Federal Reserve decisions.

Tom Keene, a seasoned Bloomberg journalist, leads a discussion featuring Rich Clarida, former Federal Reserve Vice Chair; Bob Michael, a bond market expert; Diane Swank of KPMG; and Deutsche Bank's Matt Lozetti. They delve into the Fed's recent interest rate cut and its implications for the labor market. The group examines inflation trends and the influence of tariffs on economic perceptions. They also explore the challenges facing the bond market amid rising yields and the broader impacts on global economies as fiscal policies evolve.

Get the inside scoop on the pivotal U.S. elections coming this November! Explore the historical significance and competitive nature of the races as key outcomes could impact global markets. Discover insights into potential delays in results and why staying updated is crucial. Tune in for continuous news coverage and expert analysis to stay ahead in the election game!

Catherine Judge, a financial regulation expert from Columbia Law School, discusses how the upcoming U.S. elections impact economic policies and investor behavior. John Hamry, former Deputy Secretary of Defense, analyzes the complexities of U.S. defense spending. Andy Lowry, CEO of Epirus, shares insights on innovation in defense technology. Jonathan Levin from Chainalysis talks about using tech against cybercrime. Jeff Rosen highlights challenges in combating high-tech crime, while Tamiya Nagy emphasizes leveraging technology to fight human trafficking.

 This week, we sit down with "Godfather of AI" Geoffrey Hinton after his Nobel Prize win. He discusses new risks from the technology he helped pioneer, what it could mean for CEOs, and how soon AI will become more intelligent than humans. Then, we travel to Mexico to see how near-shoring is reshaping the business landscape, and we speak exclusively with Mexico's Economy Minister Marcelo Ebrard in his first interview with foreign press since being appointed. See omnystudio.com/listener for privacy information.

The podcast dives into pressing global issues, exploring the evolution of the World Bank and its role in modern economic challenges. It sheds light on Fargo's labor market, showcasing the crucial contributions of immigrants. The discussion shifts to nuclear energy, advocating a balanced view of its risks while highlighting innovations like small modular reactors. Finally, it examines global nuclear strategies, contrasting approaches from Germany and France, and considers the future of energy investments amid growing demands.

Hamid Moghadam, CEO of Prologis and a leader in logistics real estate, shares valuable insights into the economic landscape of San Francisco. He discusses the city's evolution, highlighting challenges like rising vacancy rates and public safety issues. The conversation also delves into the rise of populism and its impact on urban governance, revealing how economic frustration shapes community dynamics. Additionally, Moghadam examines current market trends amid high interest rates, emphasizing data-driven strategies for investing in real estate.