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Ukraine will emerge from this war with enormous debt. The conventional wisdom treats that as an obstacle: investors weigh it before committing capital, and the burden slows the recovery before it starts. Yuriy Gorodnichenko and Maurice Obstfeld of UC Berkeley argue the opposite. A thorough restructuring of Ukraine's war debts – including, for sufficiently large obligations, outright forgiveness – is not just politically defensible but economically essential for attracting private investment. The bill for rebuilding and growing Ukraine, Gorodnichenko estimates, is $40 billion a year: $20 billion to replace destroyed capital, $10 billion to stop Ukraine falling behind its Eastern European peers, and $10 billion to start closing the gap. Put that figure next to what Poland absorbed in FDI during its post-communist transition, or the €200 billion of Russian state assets currently immobilised in Euroclear, or the budgetary support Ukraine has been receiving since 2022 – and it looks achievable. The harder challenge, they argue, is not raising $40 billion. It is directing it: towards investment rather than consumption. Ukraine didn't grow in the post-Soviet era at the rate that its neighbours achieved. EU accession momentum and secure borders can be a signal to investors that this time the trajectory will be different.The research behind this episode:Gorodnichenko, Yuriy, and Maurice Obstfeld. 2026. "You Only Live Twice: Financial Inflows and Growth in a Westward-Facing Ukraine." Economic Policy: Papers on European and Global Issues, special issue: "What's Next for Ukraine?"To cite this episode:Phillips, Tim. 2025. "You Only Live Twice: Financial Inflows and Growth in a Westward-Facing Ukraine." Economic Policy: Papers on European and Global Issues (podcast).Assign this as extra listening — the citation above is formatted and ready for a reading list or VLE.About the guestsYuriy Gorodnichenko is a CEPR Research Fellow and Professor of Economics at the University of California, Berkeley, where he leads CEPR's Ukraine Initiative. His research spans monetary policy, fiscal policy, and the macroeconomics of growth and business cycles.Maurice Obstfeld is a CEPR Distinguished Fellow and Class of 1958 Professor of Economics at the University of California, Berkeley. He served as Chief Economist of the International Monetary Fund from 2015 to 2018, and as a member of the Council of Economic Advisers under President Obama from 2014 to 2015. He is also a Fellow of the Econometric Society and the American Academy of Arts and Sciences.Research cited in this episodeThe discussion of debt overhang draws on a body of work from the 1980s developing-country debt crises, notably the insight that for sufficiently indebted countries, debt reduction can increase the expected value of what creditors recover. Gorodnichenko and Obstfeld apply this framework directly to Ukraine's war debts, arguing that deep restructuring – supported by bilateral official creditors, many of whom are European – is a prerequisite for private investment to follow.The €200 billion figure for immobilised Russian central bank assets held at Euroclear is the basis for Obstfeld's proposal of a reparations loan that would give Ukraine immediate access to large-scale resources, with repayment contingent on Russian reparations. This is discussed in more detail in the related reading below.More in the "What's Next for Ukraine?" seriesThis episode is the first in a three-part series based on papers presented at the inaugural Economic Policy winter conference, Paris, December 2025. Episodes 2 and 3, on rebuilding and the labour market, are forthcoming.Related reading on VoxEUYou only live twice: A growth strategy for Ukraine — Gorodnichenko and Obstfeld's own VoxEU column summarising the key arguments in this paper: why $40 billion a year is achievable, what the policy levers are, and why the window matters.Euroclear and the geopolitics of immobilised Russian assets — The legal and financial context behind the €200 billion of Russian central bank assets frozen at Euroclear, and what it would take to use them for a reparations loan to Ukraine.Using the returns of frozen Russian assets to finance the victory of Ukraine — A VoxEU proposal for channelling the interest income generated by frozen Russian assets to finance Ukraine's needs, without requiring the more politically contested step of confiscating the assets themselves.Ukraine's recovery challenge — An earlier VoxEU overview of the reconstruction task: the scale of damage, the role of EU accession, and the two-phase approach to restoring growth.
Particulate matter is, Michael Greenstone argues, the greatest public health threat on the planet. Worse than HIV, cigarettes, and alcohol. The average person loses about two years of life expectancy to it. In India, the figure is three and a half years. The solution to this problem has been tested, and it works, at least in high-income countries.Greenstone and his co-authors ran a randomised controlled trial in Surat, Gujarat: from 300 industrial plants, mostly making textiles, all burning coal, half were randomly assigned to a market where pollution permits could be bought and sold. The results: in the market, pollution fell 25%, compliance was near-perfect, and abatement costs dropped 12%. The cost-benefit ratio is as high as 200 to one. Many plants in the control group asked to be moved into the market.The research behind this episode:Greenstone, Michael, Rohini Pande, Nicholas Ryan, and Anant Sudarshan. 2025. "Can Pollution Markets Work in Developing Countries? Experimental Evidence from India." Quarterly Journal of Economics 140 (2): 1003–1060. An ungated version is available as BFI Working Paper 2025-53.To cite this episode:Phillips, Tim. 2025. "Can Pollution Markets Work in Developing Countries?" VoxDev Talk (podcast). Assign this as extra listening: the citation above is formatted and ready for a reading list or VLE.About Michael GreenstoneMichael Greenstone is the Milton Friedman Distinguished Service Professor in Economics at the University of Chicago, where he is the founding Director of the Energy Policy Institute at Chicago (EPIC) and the Institute for Climate and Sustainable Growth. His research focuses on the costs and benefits of environmental quality, including the Air Quality Life Index, which tracks the toll of particulate pollution country by country. He previously served as Chief Economist for the President's Council of Economic Advisers under President Obama. Research cited in this episodeAir Quality Life Index (AQLI), Energy Policy Institute at Chicago. The source of the life-expectancy statistics used in this episode: particulate pollution costs the average person on Earth roughly two years of life expectancy, with India averaging three and a half years. The index tracks this burden country by country, city by city.The US sulphur dioxide cap-and-trade programme, established under the 1990 Clean Air Act Amendments, was the canonical precedent Greenstone cited: a market that dramatically reduced acid rain in the eastern United States at costs far below pre-programme projections. He noted that the UK and EU have since built comparable CO2 markets. All have worked well. The question this experiment addressed was whether the same logic held in the developing world, where almost all the pollution now is.Emissions Market Accelerator. An independent scale-up organisation founded by Greenstone and colleagues to replicate the Gujarat model beyond the original research setting. Current pipeline: a statewide sulphur dioxide market for Maharashtra (including large power plants, not just textiles), and advanced conversations in Pakistan and Brazil. Within Gujarat, a water pollution market is also in development.More VoxDev Talks on this topicRegulating pollution in low- and middle-income countries Rohini Pande and Nicholas Ryan, two co-authors of the paper discussed in this episode, on the political economy of pollution regulation in developing countries: why enforcement is hard, and what makes it work.Air pollution and infant mortality Jennifer Burney on the health costs of particulate air pollution for young children, and what the evidence from Saharan dust patterns across Sub-Saharan Africa reveals about exposure and mortality.The Social Cost of Carbon Michael Greenstone's earlier VoxDev Talk, on how assigning a monetary value to carbon emissions can drive better policy decisions and make the case for action that regulation alone struggles to make.Related reading on VoxDevReducing air pollution: Evidence from payments to reduce crop burning in India How cash payments to farmers in northern India changed behaviour and cut the seasonal haze from crop fires that pushes Delhi's air quality to its worst each winter.Paying to pollute: How carbon offsets actually raised emissions in China A cautionary study on market-based pollution controls: when incentives point the wrong way, a market can make things worse rather than better.The effect of pollution on worker productivity: Evidence from call-centre workers in China Air pollution reduces cognitive performance and output, adding an economic productivity argument to the health case for cleaning the air.
Former chairman of the Council of Economic Advisers, Jared Bernstein, and housing maven, Jim Parrott, join Mark and Cris to drink from today's fire hose of events, including the SCOTUS decision striking down President Trump's reciprocal tariffs to the 4th quarter GDP numbers. The conversation turns to how well the economy is performing through the prism of AI, housing, and jobs. It's a veritable econ nerdfest. Guest: Jared Bernstein, Former Chair of the Council of Economic Advisers For more from Jared Bernstein, click here: https://econjared.substack.com/ Guest: Jim Parrott, Nonresident Fellow at the Urban Institute For more from Jim Parrott, click here: https://www.urban.org/author/jim-parrott Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at helpeconomy@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Self Created Valuation Boosts Apple Announces new Podcast push AI – A breakdown Playing them like a fiddle – Warner Brothers PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A NEW CTP just announced - China releasing new AI models - AI - A breakdown - we are on overload - Big Employment news.... Markets - Self Created Valuation Boosts - Apple Announces new Podcast push - Playing them like a fiddle - Warner Brothers Quick Note - Going to rip up the playbook on something this week on TDI Podcast. Anyone who owns an annuity should listen to what is about to come on next Sundays show..... No Agenda... Olympics - Anything to discuss? MONEY FOR ALL - The average tax refund is 10.9% higher so far this season, compared to about the same point in 2025, according to early filing data from the IRS. - The 2026 tax season opened Jan. 26, and the average refund amount was $2,290 as of Feb. 6, up from $2,065 about one year prior, the IRS reported Friday night. - As of Feb. 6, the total amount refunded was more than $16.9 billion, up 1.9% compared to last year, according to the IRS release. That figure reflects current-year returns only. - This is partly because there were excess-witholdings from last year on the rules changed and paycheck withholdings were not adjusted. This is a one time situation.. Emplyment - 4.3% - "Better" than expected payrolls number - A major revision was released last Wednesday. Overall 2025 job growth was much weaker than initially reported. The total net change for the full year 2025 was revised down from +584,000 jobs to just +181,000 jobs (seasonally adjusted) — an average of only about 15,000 jobs added per month instead of ~49,000. This made 2025 one of the weakest years for job creation in recent non-recession periods. - Employment levels were consistently overstated throughout 2025 by roughly 800,000 to over 1 million jobs, peaking around mid-year. For example: By March 2025, the level was revised down by 898,000. By December 2025 (preliminary), down by 1,029,000. - Monthly changes were also adjusted downward in most cases (e.g., August's originally reported -26,000 became a larger loss of -70,000; September's +108,000 became +76,000). - The revisions reflect normal annual benchmarking, but this one was unusually large (larger than the typical 0.2% average over the prior decade), likely due to factors like overestimation of business births or other data mismatches. - In short, the data reveals that the U.S. labor market in 2025 was significantly softer than the monthly headlines suggested at the time — job growth was overstated by a substantial margin, painting a picture of a much weaker employment picture for the year. AI Updates - While U.S. markets have been focused on the impact of Anthropic and Altruist's tools on software and financial services, China's tech giants have released AI models this week that have shown advancements in robotics and video generation. - Google is reporting that China's AI models are just MONTHS behind western models - However - is this progress? In a video demo, Alibaba showed a robot with pincers for hands that appeared to be able to count oranges, pick them up and place them in a basket. It was also shown taking milk out of a fridge. - Alibaba on Monday unveiled a new artificial intelligence model Qwen 3.5 designed to execute complex tasks independently, with big improvements in performance and cost that the Chinese tech giant claims beat major U.S. rival models on several benchmarks. - Zhipu AI — which trades as Knowledge Atlas Technology in Hong Kong said the model approaches Anthropic's Claude Opus 4.5 in coding benchmarks while surpassing Google's Gemini 3 Pro on some tests. - Shares of MiniMax also jumped Thursday after it launched its updated M2.5 open-source model with enhanced AI agent tools. Grok Update - Grok, Elon Musk's AI chatbot, has been gaining ground in the U.S. over the past months, data showed, even as it draws global censure and regulatory scrutiny after being used to generate a wave of non-consensual sexualized images of women and minors. - U.S. market share of the tool rose to 17.8% last month from 14% in December, and 1.9% in January 2025, according to data from research firm Apptopia. - Men are still the largest % users of Grok ~ 78% (down from 89% in April 2025) AI Market Share - ChatGPT's share slumped to 52.9% last month from 80.9% in January last year, while Gemini's grew to 29.4% from 17.3% over the same period. AI Market Share InfoGrapic and AI Understanding - Have we gone through this? - At its core, AI is technology that lets machines perform tasks that normally require human intelligence — things like understanding language, recognizing images, making decisions, or solving problems. - Modern AI (especially since ~2022) is dominated by machine learning — systems that learn patterns from huge amounts of data instead of being explicitly programmed rule-by-rule. - Inference is the "using" or "applying" phase of AI — when a trained model takes new input and produces an output / prediction / answer. Contrast with training (the "learning" phase): ------ Training ? Like a student studying for years: very compute-heavy, expensive, done once (or rarely) on massive servers/GPUs, adjusts billions of parameters based on examples. ------ Inference ? Like the student taking a test or doing their job: much faster, cheaper, runs on your phone/laptop/cloud, uses the fixed knowledge from training to respond instantly. - gentic AI takes regular AI (like chat models) to the next level: instead of just answering questions or generating text, these systems act autonomously to achieve goals with minimal human help. "Agentic" comes from "agency" — the ability to make decisions, plan, use tools, take actions, adapt, and even learn from results — like a smart digital employee rather than just a smart answer machine. AI Infographic Last AI Item - A shortage of memory chips is hammering profits, derailing corporate plans, and inflating price tags on various products, with the crunch expected to get worse. - The fundamental reason for the squeeze is the buildout of AI data centers, with companies like Alphabet and OpenAI buying up large shares of memory chip production, leaving consumer electronics producers fighting over a dwindling supply. - The resulting price spikes are causing concern, with some warning of "RAMmageddon" and others predicting that memory chip prices will go "parabolic", bringing lavish profits to some companies but painful prices to the rest of the electronics sector. Here is something: - Gallup will no longer track presidential approval ratings after nearly 90 years - Founded by George Gallup in 1935, the Washington, DC-based management company began tracking the president's job performance 88 years ago. - Gallup told USA TODAY it will no longer publish "favorability ratings of political figures," a decision it said "reflects an evolution in how Gallup focuses its public research and thought leadership." - Gallup said the ratings are now "widely produced, aggregated and interpreted, and no longer represent an area where Gallup can make its most distinctive contribution." - "Our commitment is to long-term, methodologically sound research on issues and conditions that shape people's lives," the company wrote, adding that its work will continue through the Gallup Poll Social Series, the Gallup Quarterly Business Review, the World Poll and more. - Seems like they are unable to SHAPE opinion due to social media etc.....? Apple Podcast Update - Big news! - Apple on Monday announced that it will bring a new integrated video podcast experience to Apple Podcasts this spring. - The move comes as video viewership continues to reshape podcasting. About 37% of people over age 12 watch video podcasts monthly, according to Edison Research. - The update brings Apple Podcasts more in-line with its competitors Spotify, YouTube and now Netflix, which have increasingly leaned into video podcasting. -“Twenty years ago, Apple helped take podcasting mainstream by adding podcasts to iTunes, and more than a decade ago, we introduced the dedicated Apple Podcasts app,” said Eddy Cue, Apple's senior vice president of Services, in a statement. “ - By bringing a category-leading video experience to Apple Podcasts, we're putting creators in full control of their content and how they build their businesses, while making it easier than ever for audiences to listen to or watch podcasts.” M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo, will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Dalio Warning - Legendary investor Ray Dalio said on Tuesday the world was “on the brink” of a capital war. - He said central banks and sovereign wealth funds were already preparing for measures like foreign exchange and capital controls. - "When money is weaponized using measures like trade embargoes, blocking access to capital markets, or using ownership of debt as leverage." - “Capital, money, matters,” Dalio said Tuesday. “We're seeing capital controls … taking place all over the world today, and who will experience that is questionable. So, we are on the brink — that doesn't mean we are in [a capital war now], but it means that it's a logical concern.” - Could this be why gold and siver are being hoarded (physical assets over digital currency? - Is China's edict to banks to diversify away from US Treasuries a sign? Self Boosted Valuation - Waymo is aiming to raise about $16 billion in a financing-round that would value it at nearly $110 billion, Bloomberg News reported, citing people familiar with the matter. - Alphabet would provide about $13 billion to the autonomous driving firm while the rest would come from investors including Sequoia Capital, DST Global and Dragoneer Investment Group, the report added. - Soooooo - Waymo is a unit of Alphabet.... Alphabet providing 80% of the funding that boosts valuations..... Hmmmmmmmm Warner Brothers - Warner Bros Discovery Inc is considering reopening sale talks with Paramount Skydance Corp after receiving its amended offer. - The Warner Bros board is discussing whether Paramount could offer a path to a superior deal, which may ignite a second bidding war with Netflix Inc. - Paramount submitted amended terms that addressed several concerns, including covering a fee owed to Netflix and offering to backstop a Warner Bros debt refinancing. Economics Coming Up - Short Week - plenty of Reports - Wednesday - Durable Goods, Housing Starts, Industrial Production, FOMC Minutes - Thursday - Philly Fed, Initial Claims - Friday: PCE, Personal Income and Spending, GDP for Q4 (3.6%) ----- New Home Sales, UMich Feb Final Love the Show? Then how about a Donation? ANNOUNCING THE THE CLOSEST TO THE PIN for CATERPILLAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Stephen Grootes speaks to Dr Roelof Botha, Economic Adviser at Optimum Investment Group, about the Reserve Bank’s plan to scrap the prime rate and rename the repo rate as the main lending benchmark. The move aims to modernise interest rate policy and improve transparency for loans. Analysts warn the transition could affect borrowers and banks, requiring careful management to avoid disruption. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
In this episode of the Shift AI Podcast, Casey Mulligan—former Chief Economist of the White House Council of Economic Advisers and current Chief Counsel for Advocacy at the U.S. Small Business Administration—joins Boaz Ashkenazy for a timely conversation on how AI is reshaping small businesses, regulation, and the broader labor market.Casey shares his path from University of Chicago professor to serving in two presidential administrations, where he introduced automated reasoning tools into economic policy work well before the rise of large language models. He explains how his office now uses AI to review thousands of federal regulations and ensure small business voices are represented in Washington.The discussion explores accelerating AI adoption among small firms, the recent surge in new business formation, and why smaller companies may benefit more from AI than large incumbents. Casey also addresses concerns about job displacement, drawing lessons from past waves of automation and outlining why he believes the long-term impact will be increased productivity and opportunity.The episode closes with a forward-looking perspective on education, entrepreneurship, and why the “human touch” will remain a critical advantage in the future of work.Chapters[00:00] From University of Chicago to the White House[03:05] Advocating for Small Businesses in Washington[07:29] AI and the Labor Market: Lessons from Economic History[12:14] The Startup Surge and Small Business Formation[13:48] Using AI Inside the Federal Government[17:20] Vibe Coding, APIs, and Custom Productivity Tools[18:07] Automated Reasoning and Microsoft's Z3[21:23] AI in Education and Learning[24:31] Two Words for the Future of Work: Human TouchConnect with Casey Bryant MulliganLinkedIn: https://www.linkedin.com/in/casey-bryant-mulligan/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm
Silver, Gold and Crypto (oh my) Hang on – Wild ride here Superbowl, Olympics- Wait until you hear about the CAPex spending! Shakeup in Dietville PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - Silver, Gold and Crypto (oh my) - Need a stock for CTP - Hang on - Wild ride here - Superbowl, Olympics- Wait until you hear about the CAPex spending! - Shakeup in Dietville Markets - Massive moved during the week - - Bitcoin clipped $60k before rebounding - DJIA tops 50,000 for the first time - Wait until you hear about the CAPex spending! - CAT == 1,100 points on the DJIA in 2026 Superbowl and Superbowl ads - Game review - Any ad stick out? - $10M per ad this year - Half Time with Bad Bunny? - Anthropic busting on OpenAi Last Week! - Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names. - HOWEVER - Friday alone is estimated to have added $1.5T to market cap AI Ripping Through - Plenty of names getting cooked over AI announcements - First it was the software companies - Now there are names in legal and finance that got clocked - Today - Altruist.ai can do tax planning and that hurt companies in financial space Earnings Season Update - Reporting so far: 59% of S&P 500 companies have reported Q4 2025 results. - Beat rate: 76% have topped EPS estimates (vs. 5-yr average: 78% (slightly lower) vs. 10-yr average: 76% (in line) - Magnitude of beats (aggregate): earnings are 7.6% above estimates vs. 5-yr average: 7.7% (about the same) vs. 10-yr average: 7.0% (a bit better) - Nothing great, like Goldilocks Earnings Highlights - Palantir (PLTR): Reported strong Q4 results early in the week , beating estimates with revenue ~$1.41B (vs. ~$1.33B expected) and EPS $0.25 (vs. $0.23). Guidance for 2026 was upbeat (~61% revenue growth). Shares rallied sharply initially (~7–11% post-earnings), but gave back some gains amid broader tech volatility (e.g., down ~11–22% in parts of the week from peaks). - AMD: Reported mid-week, beating EPS (~$1.53 vs. lower expectations) with solid data center growth (~39%). However, Q1 guidance disappointed relative to high expectations in the AI chip space. Shares sank dramatically — down ~15–17% the next day, with some reports noting up to 20%+ drops at points, contributing to broader chip sector pressure. - Alphabet (GOOGL/GOOG): Reported beating on revenue (~$113.8B) and EPS (~$2.82), with strong core performance. But capex guidance for 2026 ($175–$185B, roughly double prior levels) sparked AI spending worries. Shares dipped post-earnings (down ~0.5–5% initially, flat to lower the next day, with some volatility pulling it below key moving averages). - Amazon (AMZN): Reported after hours on February 5, with mixed results — EPS ~$1.95 (narrow miss vs. ~$1.97 expected), but solid overall. The big negative was a surprise $200B capex forecast for 2026 (well above expectations), tied to AI/cloud buildout. Shares plunged sharply — down ~7–10% in after-hours/extended trading, with Friday moves around -5–8% in some sessions. Recent Tech CAPEX announcements - Amazon (AMZN) — Guided to approximately $200 billion in capex for 2026 (a massive jump from ~$125–131 billion in 2025, with ~80% likely AI-related per analyst commentary). This was the largest single-company figure and a major surprise, contributing heavily to the week's "wild" reactions. - Alphabet (GOOGL/GOOG) — Guided to $175–185 billion in capex for 2026 (roughly double the $91 billion spent in 2025, far above analyst expectations of ~$115–119 billion). Emphasis was on AI compute capacity, servers, data centers, and networking to meet demand for Gemini and cloud services. - Meta Platforms (META) — Guidance from late January (but heavily discussed last week): $115–135 billion for 2026 (up significantly from ~$70–72 billion in 2025, potentially an ~87% increase). - Microsoft (MSFT) — No new full explicit 2026 guidance in early February (fiscal year runs July–June), but recent quarterly run-rate and analyst projections put it around $97–145 billion (with some sources citing ~$105 billion or higher based on Q2 spending trends and signals of continued growth from prior levels of ~$88 billion in FY2025). ------!!!!Combined 2026 capex projected at $635–665 billion (low/high ends) or up to $650–700 billion in some reports — a ~60–74% increase from their collective ~$381 billion in 2025. Market Reaction from all of this.... - Markets were a bit spooked on the Anthropic announcement earlier in the week - software sold off and set a sour mood - Microsoft dumped pretty hard as the amount of spend was higher than anticipated, especially with some slower growth in Azure. - Amazon took a beating on the increased spend they anticipate *(extra by $50B) - BUT: Friday markets rallied as there was realization that the $200B spend by Amazon would seep into the economy and fuel infrastructure spending along with chips, tech etc. Other Earnings of Interest - Reddit reported fourth-quarter earnings on Thursday in which the social media company beat on the top and bottom lines. - The company said it expects first-quarter sales to come in the range of $595 million to $605 million, which is higher than Wall Street expectations of $577 million. - Reddit also announced a $1 billion share repurchase program. - Reddit gets about $250 million a year from OpenAi and Google to have your data for training their LLMs While we are on the subject - Friday, DJIA hit 50,000 - first time ever! - Up 1,200 point of which approx 350 was from caterpillar and 280 was from Goldman Sachs Hats off to WalMart - Walmart Inc. shares pushed its market capitalization past $1 trillion on Tuesday for the first time ever| - Big transformation over the pst year - Walmart has maintained its appeal to households looking for value, its online offerings are drawing new, wealthier shoppers seeking convenience. Google Bond Offering - Issuing several tranches of bonds, denominated in Stirling - one as long as 100 years - Would you buy that? - The Google parent is set to raise $20 billion from a US dollar bond offering on Monday — more than the $15 billion initially expected — and is also pitching investors on what would be its first ever offerings in Switzerland and the UK. - The latter would include a rare sale of 100-year bonds, the first time a tech company has tried such an offering since the dotcom frenzy of the late 1990s Fat Profits in Dietville - Really interesting sequence of events happening... - Hims launches compounded pill at prices as low as $49 per month - Analysts cite questions on efficacy, legality of pill - Hims' move shifts focus from Novo's strong Wegovy pill launch - Broader obesity market whipsawed as pricing pressure rises THEN.. - Hims and Hers Health shares dive 14% after hours on Friday (Down 25% on Monday) - FDA cites concerns over quality, safety, federal law - The U.S. Food and Drug Administration said on Friday it would take action against telehealth provider Hims & Hers, for its $49 weight-loss pill, including restricting access to the drug's ingredients and referring the company to the Department of Justice for potential violations of federal law. AND.... - Eli Lilly last Wednesday posted fourth-quarter earnings and revenue and 2026 guidance that blew past estimates, as demand for its blockbuster weight loss drug Zepbound and diabetes treatment Mounjaro soars. - The pharmaceutical giant anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts expected revenue of $77.62 billion, according to LSEG. - Meanwhile, NOVO had a really bad outlook that took the shares down 13% after the report. Japan Markets Soar - Japanese stocks jumped to a record high Monday, leading gains in the region after Prime Minister Sanae Takaichi won a landmark election victory. - The ruling Liberal Democratic Party captured a two-thirds supermajority in the 465-seat lower house, public broadcaster NHK reported. - Japan's Nikkei 225 jumped past 57,000 for the first time before paring gains to close 3.9% higher at 56,363.94, while the Topix also notched a record high, closing at 3,783.94, up 2.3%. Employment Report? - Government shutdown is forcing them to postpone again (Which is dumb) - Number due this Wednesday - Maybe because of this:U.S. employers announced 108,435 layoffs for the month, up 118% from the same period a year ago and 205% from December 2025. The total marked the highest for any January since 2009. - At the same time, companies announced just 5,306 new hires, also the lowest January since 2009, which is when Challenger, Gray & Christmas began tracking such data. - Also, job openings fell sharply in December to 6.54 million, to their lowest since September 2020. - Available jobs are down by more than 900,000 just since October. - NO! Ai and advancements in tech have noting to do with this! NO NO NO M&A - Texas Instruments Inc. has reached an agreement to buy Silicon Laboratories Inc. for about $7.5 billion, deepening its exposure to several markets for chips. - Silicon Labs investors will receive $231 in cash for each share of the company's common stock and the transaction is expected to close in the first half of 2027. - The transaction still needs to win approval by investors in Silicon Labs and shares of Silicon Labs surged by 51% to $206.48 after the announcement. Inflation - This helps - PepsiCo (PEP.O), opens new tab will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes, the snacks and beverage maker said on Tuesday after it topped fourth-quarter results. Miran - Moving - Federal Reserve Governor Stephen Miran is leaving his post as chair of the Council of Economic Advisers, CNBC has confirmed. - He joined the CEA in January 2025, but had been on leave from that post since last September when he filled the unexpired term of former Fed Governor Adriana Kugler.- He reamins on Fed board No Biggie???? - There are some astonishing cased being reported of Bad AI in the operating room - JNJ's TruDi Navigation System - Since AI was added to the device, the FDA has received unconfirmed reports of at least 100 malfunctions and adverse events. - At least 10 people were injured between late 2021 and November 2025, according to the reports. Most allegedly involved errors in which the TruDi Navigation System misinformed surgeons about the location of their instruments while they were using them inside patients' heads during operations. - Cerebrospinal fluid reportedly leaked from one patient's nose. In another reported case, a surgeon mistakenly punctured the base of a patient's skull. In two other cases, patients each allegedly suffered strokes after a major artery was accidentally injured. Cuba - The main airport has putt out a bulletin that they are out of Jet Fuel - Blackouts and lack of other fuels are creating big problems - No airlines have stopped running at this point, but many will as they cannot refuel - This is a bigger problem for cargo planes (supplies) that may not be able to risk flying to Cuba as they will not be able to get out. Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
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Singapore shares inched higher in early trade today. The Straits Times Index was up 0.16% at 4,952.07 points at 10.06am Singapore time, with a value turnover of S$418.73M seen in the broader market. In terms of counters to watch for today, we have Singtel, given how KKR and Singtel will acquire Singapore-based ST Telemedia Global Data Centres for S$6.6 billion, in one of the largest data-centre transactions in Asia. Elsewhere, from how Federal Reserve Governor Stephen Miran resigned from his position as chair of the White House's Council of Economic Advisers, to how Nvidia is reportedly nearing a deal to invest US$20 billion in OpenAI as part of its latest funding round, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.See omnystudio.com/listener for privacy information.
In a recent article, The Economist Magazine noted that “talk about affordability mixes phantom concerns with real ones.” In this episode of EconoFact Chats, Jason Furman argues that “affordability,” which is not well defined, is not necessarily worse now than a year or two ago, or even decades ago. But he notes that there are real concerns as well -- especially with the costs of housing, childcare, and medical care. Jason discusses whether recent policies can address these concerns, and also highlights the scope for government actions to address the rising cost of living. Jason is the Aetna Professor of the Practice of Economic Policy at Harvard. He was previously the Chairman of the Council of Economic Advisers.
In this episode of SparX, we speak with Neelkanth Mishra one of the leading voices of India Semiconductor Mission. He talks about India's semiconductor journey from the origins of the Semiconductor Mission to the realities of execution and global competition.He breakdown how the semiconductor ecosystem works, why entry barriers are so high, and what India's roadmap looks like today. The conversation also explores Micron's entry into India, early implementation learnings, India's geopolitical advantage, and the question of whether the country can truly challenge global leaders like NVIDIA.If you're looking for a clear, grounded understanding of India's semiconductor ambitions beyond the headlines, this SparX conversation offers context, realism, and long-term perspective.0:00 – 1:42 Introduction1:43 – 3:34 Neelkanth's journey in Semiconductors 3:35 – 11:46 India's Semiconductor Mission11:47 – 14:44 Semiconductor Manufacturing Process14:45 – 17:44 Objective of Semiconductor Mission17:45 – 18:50 Early days of Semiconductor Mission implementation18:51 – 21:08 Entry of Micron in India21:09 – 26:30 Early Implementation Challenges26:31 – 30:34 First Implementation Results30:35 – 32:28 Current State Global Semiconductor Industry32:29 – 35:41 India's Semiconductor Roadmap35:42 – 37:41 Entry Barriers in Semiconductor Industry37:42 – 41:09 India's Geopolitical Advantage41:10 – 44:10 India's Emerging Companies44:11 – 47:50 Can India Challenge NVIDIA?47:51 – 51:56 Why India Can't Be Aatmanirbhar51:57– 52:46 Outro
Ahead of Donald Trump's return to Davos next week, John welcomes Harvard professor and former Council of Economic Advisers chair Jason Furman to discuss the DOJ's bungled attack on the Fed, Jerome Powell's unlikely emergence as an anti-MAGA paladin, and the state of the American economy under Trump's second-term stewardship. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Glenn Hubbard is Dean Emeritus and Russell L. Carson Professor of Finance and Economics at Columbia Business School. He served as Chairman of the Council of Economic Advisers under President George W. Bush from 2001 to 2003 and was Deputy Assistant Secretary for Tax Policy at the U.S. Treasury. He has served on the boards of BlackRock, ADP, MetLife, and the Federal Reserve Bank of New York.In this episode of World of DaaS, Glenn and Auren discuss:Why consumer sentiment contradicts economic indicatorsThe Fed's impossible dilemma on rate cutsSmarter tariff policy and growthWhy most MBA programs are ROI negativeLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Glenn Hubbard on LinkedIn.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
In this episode, we welcome Dr. Morris A. Davis, the former chief housing economist for the White House Council of Economic Advisers, who shares insights on the potential for a historic housing boom in the U.S. Dr. Davis discusses the implications of a new housing plan hinted at by the President, exploring both demand and supply-side strategies to tackle the housing affordability crisis. He also highlights the innovative work being done at Boxabl, a company aiming to revolutionize home building through manufacturing precision. Additionally, we sit down with retired Army Captain Barry Todd, who shares his harrowing experience of being wrongfully charged after defending himself against an armed attack. Captain Todd recounts the details of the incident, the legal battles he faced, and the importance of understanding self-defense laws. His story is not only a personal account but a rallying cry for preparedness and accountability in the face of injustice. Finally, we confront the misconceptions surrounding diet sodas and their supposed health benefits. Join us as we discuss alarming new research revealing that common artificial sweeteners may damage your DNA and increase the risk of serious diseases. Our guest, Elijah Magrane, director of product development at Native, shares insights on healthier alternatives to sugary drinks and discusses the industry's shift towards more natural ingredients.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
IN THIS EPISODE: In this episode, Denise Silber HBS MBA welcomes Professor Daniel Elfenbein, a triple Harvard alumnus and entrepreneurship researcher at Olin Business School. Together, they explore the delicate balance entrepreneurs must strike between confidence and overconfidence, commitment and detachment, and the hard truth of knowing when to pivot—or when to quit. Dan shares insights drawn from his own entrepreneurial journey, research experiments, and global teaching experience. From biotech boardroom standoffs to mathematical models of founder behavior, he unpacks how emotions, attachment, and overconfidence affect decision-making in startups. You'll learn why "quitting" may just be the smartest pivot of all—and how founders can better calibrate their confidence to avoid costly mistakes. GUEST BIO: Daniel Elfenbein is Professor of Strategy at Washington University in St. Louis's Olin Business School. A triple Harvard alumnus, Dan earned his Ph.D. and M.A. in Business Economics from Harvard, and graduated summa cum laude with an A.B. in Chemistry. Dan is a leading scholar at the intersection of strategy, entrepreneurship, and organizational economics. His research delves into how trust, incentives, and behavioral biases shape outcomes in entrepreneurial ventures and strategic alliances. His work has been published in top-tier journals including the Academy of Management Review, Organization Science, Strategic Management Journal, Management Science, and The Review of Economic Studies. A central theme of Dan's research is understanding the nuanced role of overconfidence in entrepreneurial decision-making. His work—spanning computational modeling, experiments, and economic theory—has provided deep insights into how different forms of overconfidence (including overestimation and overprecision) influence venture formation, pivot strategies, and exit decisions. He has demonstrated that some forms of overconfidence can impede learning and decision-making, while others may be counterbalanced by well-designed experimentation programs. Dan served as Chair of the Strategy and Entrepreneurship Area at Olin from 2020 to 2024, where he championed a culture of scholarly excellence and cross-disciplinary collaboration. He served as Academic Director and then as Associate Dean for Olin's joint Executive MBA Program with Fudan School of Management in Shanghai. Prior to academia, Dan worked as a consultant at Monitor Company—a firm founded by Harvard Business School professors and graduates, including Michael E. Porter, with whom Dan had the great privilege to work. He also served as a staff economist with the President's Council of Economic Advisers in the Clinton Administration. He has held faculty appointments at Berkeley's Haas School of Business and has delivered invited talks at Harvard Business School, MIT Sloan, and London Business School, and more than 30 other universities around the globe.
In Episode 453 of Hidden Forces, Demetri Kofinas speaks with Jason Furman, the former chair of the Council of Economic Advisers, about the state of the U.S. economy, the AI Bubble, monetary policy, inflation, price controls, and much more. Jason and Demetri spend the first hour of their conversation exploring his economic framework, what he learned from his time working inside the Clinton and Obama White Houses, and how these experiences shaped his perspective on the role of government in the economy. The two then delve into Furman's thoughts on artificial intelligence. They discuss whether we're living through an AI bubble, where Jason anticipates the greatest productivity gains from the adoption of AI in the U.S. service sector, and his perspective on AI regulation. They also discuss the limitations of our inflation models, whether we have a good working understanding of the causes of inflation, whether the Fed has implicitly raised its inflation target, and how large, structural deficits and political constraints will shape the Fed's ability to manage that target in the years ahead. In the second hour, Kofinas and Furman shift to a discussion about the politics of affordability and a growing sense, especially among younger Americans, that the costs associated with achieving the American dream have become insurmountable for almost all but the very wealthy. They debate the political appeal and efficacy of price controls, as well as the extent to which tariffs, industrial policy, and currency depreciation can or should be used to reshape global supply chains and rebuild U.S. domestic manufacturing in areas deemed critical for national security. They also discuss the US trade deficit and capital account surplus, what a weaker dollar may tell us about the government's policy objectives, how corruption, rule of law, and institutional decay might eventually feed back into foreign appetite for US assets, and what is at stake in the choice of the next Fed chair—both for the independence of the central bank and for the long-term credibility of American monetary policy. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/08/2025
On this episode, OpenAI's chief economist Ronnie Chatterji describes how artificial intelligence is reshaping both the economy and scientific innovation. Ronnie discusses the dual economic impacts of AI — the near-term boost from infrastructure investments like chips and data centers, and the longer-term productivity gains as AI tools integrate into enterprises and consumer life. Beyond consumer convenience, he notes, the key question for economists and corporate leaders alike is when — and how — AI will unlock sustained economic value inside organizations. Tune in for Ronnie's perspective on how AI can help researchers test ideas faster, combine insights across disciplines, and make better choices about which problems to pursue. Read the episode transcript here. Guest bio: Aaron (Ronnie) Chatterji is OpenAI's first chief economist. He is also the Mark Burgess & Lisa Benson-Burgess Distinguished Professor at Duke University. He served in the Biden administration to implement the CHIPS and Sciences Act and was acting deputy director of the National Economic Council. Before that, he was chief economist at the Department of Commerce and a senior economist at the White House Council of Economic Advisers. He also previously taught at Harvard Business School, worked at Goldman Sachs, and was a term member of the Council on Foreign Relations. Chatterji is on leave as a research associate at the National Bureau of Economic Research. He holds a Ph.D. from University of California, Berkeley and a B.A. in economics from Cornell University. Me, Myself, and AI is a podcast produced by MIT Sloan Management Review and hosted by Sam Ransbotham. It is engineered by David Lishansky and produced by Allison Ryder. We encourage you to rate and review our show. Your comments may be used in Me, Myself, and AI materials. ME, MYSELF, AND AI® is a federally registered trademark of Massachusetts Institute of Technology. All rights reserved.
As Treasury Secretary, former Federal Reserve Chairwoman and Chair of the White House Council of Economic Advisers, Janet Yellen is one the most powerful woman in American economic history. Award-winning economics writer and author Jon Hilsenrath joins with insights about her life and work from his book, Yellen: The Trailblazing Economist Who Navigated an Era of Upheaval. He shares how she navigated the sexism in her industry and in politics, her unconventional partnership in marriage and work with Nobel Laureate George Akerlof and why she didn't always "lean in."More about Jon Hilsenrath: He is a senior writer for the Wall Street Journal, where he has been since 1997, reporting from Hong Kong, New York, and Washington, DC. He was a Pulitzer Prize finalist in 2014 for his coverage of the Federal Reserve; part of a team of 2009 Pulitzer finalists for coverage of the global financial crisis; and contributed on-the-scene reporting from the World Trade Center on September 11, 2001, which helped the WSJ win a Pulitzer in 2002. Hosted on Acast. See acast.com/privacy for more information.
On CNN's State of the Union, Texas Congresswoman Jasmine Crockett responds to Rep. Marjorie Taylor Greene announcing she is leaving Congress, plus reveals new polling that will influence her decision to run for senate in Texas. Jake Tapper pushes Senator Bill Cassidy on his deciding vote to confirm H-H-S Health Secretary Robert F. Kennedy Junior, plus the senator discusses his new health care proposal. Trump's top economic adviser Kevin Hassett acknowledges there's a lot of progress to be made in bringing prices down and responds to President Trump appearing to bond with New York City Mayor-elect over tackling affordability in New York City. Our panelists Democratic Congresswoman Sarah Elfreth and political commentators Brad Todd, Kate Bedingfield, Shermichael Singleton weigh in. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Some of the key economic challenges facing the U.S. include its large federal debt and the possibility of a fiscal crisis, as well as the disruptions (and perhaps promises) of the widespread adoption of Artificial Intelligence. Greg Mankiw discussed these challenges in an EconoFact Ask Me Anything webinar held on October 15, 2025. This EconoFact Chats episode is an abridged recording of that webinar. Greg is the Robert M. Beren Professor of Economics at Harvard University. He served as the Chair of the Council of Economic Advisers in the George W. Bush administration. He is the author of the bestselling Principles of Economics and Macroeconomics textbooks. EconoFact's monthly Ask Me Anything Webinars are exclusively available to our Premium Subscribers. The modest $50 annual fee for becoming a Premium Subscriber supports EconoFact and its efforts to bring timely, accessible, unbiased, and nonpartisan analyses on important economic and social policy issues to the public. You can sign-up for a Premium Subscription here: https://secure.touchnet.net/C21525_ustores/web/store_main.jsp?STOREID=157
This week, Monika sits down with India's Chief Economic Adviser, Dr V. Anantha Nageswaran, for a wide-ranging conversation on governance, regulation, and the challenges of doing business in India. He explains why India must “reduce the cost of being honest,” arguing that excessive compliance and inspection norms often force even well-intentioned businesses into shortcuts. The government, he says, is consciously working to dismantle this structure through deregulation and technology-driven transparency, making it easier for citizens and firms to operate without corruption.Monika highlights the CEA's strong stance on financial mis-selling — a problem the Economic Survey 2023–24 identified as widespread in banks and insurance firms. He supports a shift toward a “seller-beware” model for retail financial products, recognising that complex instruments demand stricter accountability from sellers rather than relying on the old “buyer-beware” principle. With the Ministry of Finance and RBI preparing new rules to curb such malpractice, these changes could finally bring relief to customers misled by inappropriate product sales at bank branches.In listener questions, Ravi asks about why investments made through the RBI Retail Direct platform do not appear in NSDL-CAS statements, Rohit seeks guidance on refining his investment portfolio after returning to India from the US, and an anonymous listener from a PSU bank writes in about NPS allocation, consolidating his mother's portfolio, and whether to consider investing in SIFs.Chapters:(00:00 – 00:00) Reducing the cost of being honest(00:00 – 00:00) Why the CEA wants banks to stop mis-selling(00:00 – 00:00) Understanding RBI Retail Direct and NSDL-CAS(00:00 – 00:00) Setting up your financial foundation after returning to India(00:00 – 00:00) Managing family portfolios and exploring new productshttps://www.youtube.com/watch?v=xAEGbvZ-3Ps&t=3516sIf you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com Monika's book on basic money managementhttps://www.monikahalan.com/lets-talk-money-english/Monika's book on mutual fundshttps://www.monikahalan.com/lets-talk-mutual-funds/Monika's workbook on recording your financial lifehttps://www.monikahalan.com/lets-talk-legacy/Calculatorshttps://investor.sebi.gov.in/calculators/index.htmlYou can find Monika on her social media @monikahalan. Twitter @MonikaHalanInstagram @MonikaHalanFacebook @MonikaHalanLinkedIn @MonikaHalanProduction House: www.inoutcreatives.comProduction Assistant: Anshika Gogoi
Over the last couple of decades, few if any American economists have played a more prominent role in the national debate over the economy or in actually crafting economic policy than Jared Bernstein. Bernstein served as chair of the national Council of Economic Advisers under President Biden and is currently a senior fellow at […]
The White House is warning of the potential for spillover effects into the broader economy because of the government shutdown, now entering its second week. The White House's Council of Economic Advisers says calculations based on the number of federal employees and federal contractors not being paid imply that a month-long shutdown would reduce consumer spending by $30 billion. The CEA says approximately half of which would directly be due to federal employees and contractors not working and half would be due to spillover effects on other sectors. More broadly, CEA says delays in agency processes ranging from small business loans to export licenses approvals to awarding federal contracts also would negatively impact the U.S. economy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A government shutdown is looming in the US, with little hope of a last-minute deal to avoid it. Jared Bernstein, the former head of the White House Council of Economic Advisers, joins Bianna to discuss how we got here, and what the impact of a shutdown might be. Also on today's show: Anshel Pfeffer, Israel correspondent for The Economist; Kori Schake, former US defense department official; Dake Kang, investigative reporter for the Associated Press Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of The New Abnormal podcast, I interview Neil Shearing, the Group Chief Economist at Capital Economics, where he leads a world-class team of economists and oversees the firm's global research agenda. A trusted voice in international finance, Neil is known for his clear, insightful analysis of the global economy - insights that regularly feature in the Financial Times and other major publications, as well as on TV and radio.Earlier in his career, he served as an Economic Adviser at HM Treasury, working on fiscal policy and global economics.In the interview, we discuss his new book 'The Fractured Age' in which he describes how the tectonic plates of the global order are shifting, creating new pressures that will strain long-standing financial structures. Neil explains where the world's new economic fault lines will emerge, and how disruptive they'll be...
Over the last couple of decades, few if any American economists have played a more prominent role in the national debate over the economy or in actually crafting economic policy than Jared Bernstein. Bernstein served as chair of the national Council of Economic Advisers under President Biden and is currently a senior fellow at […]
Customs duties on imported goods used to be a crucial part of US government funding – in fact, the customs service was among the first federal agencies set up after the constitution. Now, Trump is hoping that – among other things – tariffs could transform the US budget. But do the revenues they raise for government coffers help outweigh their negative economic impacts? Martha Gimbel, executive director of the Budget Lab at Yale and former adviser at the White House Council of Economic Advisers, speaks to Claire Jones, the FT's US economics editor.Claire Jones is US economics editor. You can read her articles here. Subscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen.Presented by Claire Jones. Produced by Josh Gabert-Doyon. Manuela Saragosa is the executive producer. Original music and sound design by Samantha Giovinco and Breen Turner.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Federal Reserve announces an interest rate cut of a quarter percentage point, lowering borrowing costs for the first time since December. Newest Fed Governor Stephen Miran, who has taken a leave of absence from his job as chair of the White House Council of Economic Advisers, votes for a bigger cut of 0.5%; U.S. House begins work on the federal government funding extension to prevent a shutdown at the end of the month, debating and voting a resolution to set the rules for House floor debate on the funding measure itself; Former Director of the Centers for Disease Control and Prevention Susan Monarez tells the Senate Health Committee that she was fired by Health & Human Services Secretary Robert F. Kennedy, Jr. for refusing to provide "blanket approval" for changes to vaccine recommendation not supported by science. She says, "Even under pressure, I could not replace evidence with ideology"; President Donald Trump & First Lady Melania Trump are welcomed for their state visit to Great Britain by the King & Queen with a carriage ride on the grounds of Windsor Castle, a military parade, RAF flyover, a chapel choir, and a lavish banquet; FBI Director Kash Patel testifies before the House Judiciary Committee about the Epstein files and politically-inspired violence; Former President Barack Obama discusses the current political climate after the murder of conservative activist Charlie Kirk. Learn more about your ad choices. Visit megaphone.fm/adchoices
The future of the Federal Reserve's independence will come into clearer focus this week as the central bank will likely lower interest rates for the first time since last December, potentially pacing the way for more cuts this year as the labor market weakens and prices keep rising. But all eyes will be on who votes for a rate cut after the President fired Fed Governor Lisa Cook and appointed Stephan Miran, his former Chair of Economic Advisers. Claudia Sahm, a former Fed economist, helps us understand the importance of this week's meeting, the future of the central bank, and the real health of the U.S. economy. The stock market might be at record highs, but the foundations of American capitalism are shaking. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Raising an Entrepreneur – Helping Your Children Achieve Their Dreams with Margot Machol BisnowWhat does it take to raise confident, resilient, and creative children who achieve their dreams? In this episode, we welcome Margot Machol Bisnow, author of Raising an Entrepreneur: How to Help Your Children Achieve Their Dreams – 99 Stories from Families Who Did. With a background in government, including serving as an FTC Commissioner and staff director of the President's Council of Economic Advisers, Margot has spent the last decade speaking to parent groups about fostering entrepreneurial spirit in children.In our conversation, Margot shares key insights from her book and articles featured on CNBC, including the parenting style that all parents of successful young entrepreneurs had in common: Respectful Parenting.Key Takeaways:✅ Respectful Parenting Works:Instead of authoritarian or permissive styles, successful parents provided structure, support, and warmth.They set rules and expectations while allowing their children the freedom to make big decisions.Their children always knew they were loved and that their parents were proud of them.✅ Failure is a Learning Opportunity:Protecting kids from failure doesn't help them—it holds them back.Teaching children that failure is part of learning builds resilience and perseverance.The ability to struggle, work hard, and keep moving forward is key to future success.✅ Passion Fuels Growth:Every young entrepreneur Margot interviewed had a passion of their own choosing.Parents supported these passions, helping their children develop confidence and determination.While the initial passion rarely became their career, the skills they learned—hard work, grit, and resilience—were invaluable.✅ Compassion for Parents:No parent is perfect, and that's okay.The most important thing is for children to feel loved, supported, and encouraged in their pursuits.For more wisdom from Margot Machol Bisnow, visit her website: GUEST WEBSITE: www.raisinganentrepreneur.comSOCIAL MEDIA:https://www.facebook.com/raisinganentrepreneur1/?fref=tshttps://www.instagram.com/margotbisnow/https://www.linkedin.com/in/margot-machol-bisnow-a29550b5/Tune in to this inspiring episode to learn how you can empower your children to chase their dreams!Thank you for supporting Linda's Corner! Please take a moment to share this episode, subscribe to the podcast, and leave a rating and review. Visit the Linda's Corner website at lindascornerpodcast.com, and follow us on YouTube, Facebook, Instagram, and Pinterest @lindascornerpodcast.Discover free resources to increase happiness, build confidence, improve relationships, manage stress, and calm feelings of depression and anxiety at the Hope for Healing website: hopeforhealingfoundation.org.For a transformative experience in deep inner healing, visit healingbreathworkdetox.com—a digital platform offering life-changing results.Become the champion of your own story as you overcome life's challenges and unlock your full potential!
Earlier this week we took a look at the stakes ahead of President Trump's meeting with Russian President Putin in Alaska. Today, Professor Jeffrey Sonnenfeld, the president of the Yale Chief Executive Leadership Institute who has advised the White House, the State and Treasury Departments, and the Council of Economic Advisers on Russian economic sanctions and business retreats, joins Thanos Davelis as we explore how sanctions have crippled Russia's economy, leaving Putin with very few cards. You can read the articles we discuss on our podcast here:Trump Has the Upper Hand Going into His Meeting with PutinIn a Trump-Putin Summit, Ukraine Fears Losing Say Over Its FutureFirefighters contain most wildfires across Greece, but risk remainsGovernment makes relief measures top priorityAfter inking military pact, Turkey to provide Syria with weapons, trainingTurkey to help Syria with weapon systems, equipment under signed MoU, source says
Donald Trump and Vladimir Putin will meet in Alaska to work towards an end to the conflict between Russia and Ukraine. Can a deal be made without Volodymyr Zelensky, who was not invited to participate? Plus, White House Council of Economic Advisers chair Stephen Miran is tapped to fill a temporary spot on the Federal Reserve Board. Learn more about your ad choices. Visit megaphone.fm/adchoices
-- On the Show: -- Dan Koh, host of The People's Cabinet, fills in for David. Subscribe to Dan's YouTube channel at http://www.youtube.com/@ThePeoplesCabinet -- Trump announced plans for a new census excluding undocumented immigrants, a move that would face major constitutional challenges and could reshape congressional representation -- House Republicans, backed by Trump, are pursuing an aggressive redistricting push in states like Florida, Texas, and Ohio to gain a dozen or more seats before 2026 -- A minor online critique of Sydney Sweeney's American Eagle ad was amplified by right-wing influencers, media, and politicians into a broader culture-war controversy -- Former Biden adviser Anita Dunn told House investigators that while Biden aged physically in office, he remained fully engaged and in control, rejecting claims that staff made key decisions without his consent -- Trump, joined by economist Stephen Moore, showcased charts in the Oval Office to argue the U.S. economy is strong and justify firing the Bureau of Labor Statistics chief -- Trump has nominated Stephen Miran, his Council of Economic Advisers chair and architect of his tariff policy, to temporarily fill a vacancy on the Federal Reserve Board -- The Trump administration has begun ending collective bargaining agreements for federal unions, starting with the Department of Veterans Affairs, which stripped labor protections from over 400,000 employees -- Top tech CEOs like Tim Cook, Jensen Huang, Elon Musk, and Sam Altman have courted Trump with gifts, praise, and investments -- Trump has quietly considered stepping into New York's mayoral race to oppose leftist Zohran Mamdani, consulting with Andrew Cuomo and advisers -- On the Bonus Show: Trump wastes tax dollars on White House improvements, Trump threatens to take control of Washington DC, and much more... ☕ Trade Coffee: Code PAKMAN10 saves you $10 at https://drinktrade.com/pakman
S&P Futures are displaying positive action this morning as the Trump tariffs went into effect overnight. Trade talks with other countries continue. The White House agreed to cease the stacking of tariffs on Japan. The China agreement is set to expire next week. India is said to be open to reducing oil imports from Russia as part of a tariff settlement. Late yesterday, President Trump nominated Stephen Miran, the current chair of the White House Council of Economic Advisers, to fill a temporary vacancy on the Federal Reserve's Board of Governors. The anticipation of a Trump Putin meeting to end the conflict in Ukraine continues to have a positive effect on markets sentiment. Antitrust officials in the U.K. effectively cleared Boeing's plan to acquire Spirit AeroSystems Holdings. Eli Lilly's weight-loss pill produced underwhelming results. Economic calendar is light today; the next key report is the CPI data that is due out on Tuesday. EXPE, CART, MNST, TTWO & GILD are higher after earnings releases, TTD, TWLO, MCHP, FLUT & GDDY are lower. On Monday morning, earnings reports are expected from RUM, LEGN, ROIV, MNDY & B
President Donald Trump announces he is nominating Stephen Miran, current chair of the Council of Economic Advisers, to Federal Reserve Board, to replace a board member who has resigned; Wall Street Journal's Gavin Bade on first day with President Donald Trump's tariffs in effect on more than 90 countries (6); Sen. John Cornyn (R-TX) says FBI has agreed to assist Texas law enforcement in arresting Texas House Democrats who have fled to Illinois and other states to keep the Texas House Republican majority from voting on a new congressional redistricting map; Russian President Vladimir Putin welcomes President Trump's invitation to meet in person next week to discuss the war in Ukraine, and President Trump says a White House report that he believes Putin must first meet with Ukrainian President Volodymyr Zelensky is not true; U.S. Attorney for Washington, DC Jeanine Pirro says the Justice Department is considering pursuing the death penalty against the suspect in the Capital Jewish Museum fatal shooting. She is also asked about President Trump saying federal government may need to take over DC to curb crime, after a former DOGE staffer was brutally attacked; Today is National Purple Heart Day, honoring servicemembers wounded or killed by the enemy in military action. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stephen Miran, Chair of the White House Council of Economic Advisers discusses the restructuring of the global trading system amid Donald Trump's first two hundred days in office. He is joined by Bloomberg's Joe Mathieu.See omnystudio.com/listener for privacy information.
The U.S. government now spends more on debt interest than on Medicare or defense. Former Chair of the Council of Economic Advisers Greg Mankiw explains why we're on an unsustainable path—and why the math won't fix itself.He walks through the five potential outcomes: from painful to unlikely to politically impossible.One thing is clear: The bill is coming due.
While the White House claims the US economy is booming, recent data indicates otherwise, with one report in particular fueling concerns about a weak job market. In response, President Trump fired the person responsible for producing the numbers he claims were "rigged." So what's really happening? Nobel Prize-winning economist Paul Krugman and Greg Mankiw, who served as chair of the White House Council of Economic Advisers under President Bush, join the show to break it all down. Also on today's show: Alexander Gabuev, Director, Carnegie Russia Eurasia Center; Barak Ravid, Global Affairs Correspondent, Axios; author Sami Tamimi ("Boutany") Learn more about your ad choices. Visit podcastchoices.com/adchoices
With hours to go before President Trump’s deadline, dozens of countries are facing the possibility of significant tariffs that could go into effect. But there’s uncertainty around the deadline as Trump announced a 90-day extension for Mexico. Amna Nawaz discussed more with Jason Furman, an economics professor at the Harvard Kennedy School and the former head of the Council of Economic Advisers. PBS News is supported by - https://www.pbs.org/newshour/about/funders
With hours to go before President Trump’s deadline, dozens of countries are facing the possibility of significant tariffs that could go into effect. But there’s uncertainty around the deadline as Trump announced a 90-day extension for Mexico. Amna Nawaz discussed more with Jason Furman, an economics professor at the Harvard Kennedy School and the former head of the Council of Economic Advisers. PBS News is supported by - https://www.pbs.org/newshour/about/funders
The US and EU have struck a new trade agreement, easing tensions over tariffs. Rahul Tandon explores what this breakthrough means for key sectors. We hear from Karin Karlsbro of the European Parliament's Trade Committee and Hildegard Müller, President of the German Automotive Industry Association as well as Tomas Philipson who served as the Acting Chairman of the Council of Economic Advisers in the First Trump administration.
Fighting is intensifying inside Syria, after Israel launched a powerful series of airstrikes on the capital, Damascus. And as conflict in the Middle East escalates, Russia launched more massive air strikes on Ukraine. Christiane speaks with former British Intelligence chief John Sawers about an increasingly complicated global landscape. Also on today's show: Jason Furman, former Chairman, Council of Economic Advisers & Financial Times columnist Gillian Tett; Maryland Governor Wes Moore Learn more about your ad choices. Visit podcastchoices.com/adchoices
Angel Studios https://Angel.com/ToddBecome a Premium Angel Studios Guild member to watch The King of Kings, stream all fan-curated shows and movies, and get 2 free tickets to every Angel Studios theatrical release. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bioptimizers https://Bioptimizers.com/toddEnter promo code TODD to get 10% off your order of Berberine Breakthrough today.Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE. Schedule your FREE consultation at GoBizAble.com today. Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here! Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. Go to KnowYourRiskPodcast.com today.Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/ToddLISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeSo, it turns out that we may have an opportunity to find out if we can short an entire major American city or state because Zohan Mamdani may be the next mayor of New York. Zach Abraham joins...Episode Links:AOC: "Supporting Zohran is a vote for a New York for all of us."Zohran Mamdani announces he'll launch government-run supermarkets in NYC if elected mayor.Mark Carney's New World Order: A 'Net-Zero' economy with individual carbon footprint trackers, CBDCs and a social credit system. This is what the 'elbows up retards' voted for.Bitcoin jumps to $105,000 as investors keep close eye on Israel-Iran ceasefire: CNBC Crypto WorldThe One Big, Beautiful Bill will drive growth and supercharge the American economy. The Council of Economic Advisers found that the One Big, Beautiful Bill will:May, 2024. Biden is asked about the terrible state of the economy. Real wages dropped during his presidency. The price of buying a home doubled. Inflation hit a 40 year high. Energy prices skyrocketed.
Now that the Iran crisis is passing, attention is returning to President Trump's sweeping domestic agenda. Stephen Miran of the Council of Economic Advisers makes the case for why the BBB must pass not only to secure the border and deliver on Trump's campaign promises, but also to unleash American economic growth. Plus, Harmeet Dhillon explains the agenda of the DOJ's Office of Civil Rights, which is in position to unshackle American police and roll back institutional discrimination against whites, Asians, and more. Watch ad-free on members.charliekirk.com! Get new merch at charliekirkstore.com! Support the show: http://www.charliekirk.com/supportSee omnystudio.com/listener for privacy information.
Austan Goolsbee is one of Tyler Cowen's favorite economists—not because they always agree, but because Goolsbee embodies what it means to think like an economist. Whether he's analyzing productivity slowdowns in the construction sector, exploring the impact of taxes on digital commerce, or poking holes in overconfident macro narratives, Goolsbee is consistently sharp, skeptical, and curious. A longtime professor at the University of Chicago's Booth School and former chair of the Council of Economic Advisers under President Obama, Goolsbee now brings that intellectual discipline—and a healthy dose of humor—to his role as president of the Federal Reserve Bank of Chicago. Tyler and Austan explore what theoretical frameworks Goolsbee uses for understanding inflation, why he's skeptical of monetary policy rules, whether post-pandemic inflation was mostly from the demand or supply side, the proliferation of stablecoins and shadow banking, housing prices and construction productivity, how microeconomic principles apply to managing a regional Fed bank, whether the structure of the Federal Reserve system should change, AI's role in banking supervision and economic forecasting, stablecoins and CBDCs, AI's productivity potential over the coming decades, his secret to beating Ted Cruz in college debates, and more. Read a full transcript enhanced with helpful links, or watch the full video on the new dedicated Conversations with Tyler channel. Recorded March 3rd, 2025. Help keep the show ad free by donating today! Other ways to connect Follow us on X and Instagram Follow Tyler on X Follow Austan on X Sign up for our newsletter Join our Discord Email us: cowenconvos@mercatus.gmu.edu Learn more about Conversations with Tyler and other Mercatus Center podcasts here.
Israel's strike on Iran. Assassination of a Minnesota politician. Economics of aging. Find us on YouTube. Mike and Clarissa discuss the complex backdrop of Israel's strikes on Iran, the assassination of a Minnesota politician, and a Christian response to political violence. Then, Clarissa sits down with economist Sita Slavov to discuss economic issues related to aging, including social security policy and wisdom for retirement. GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE GUESTS: Sita Slavov is a professor of public policy at the Schar School of Policy and Government at George Mason University, a faculty research fellow at the National Bureau of Economic Research, and a senior fellow at the American Enterprise Institute. She specializes in public finance and the economics of aging. Sita has served as a senior economist specializing in public finance issues at the White House's Council of Economic Advisers, and she has testified before Congress. Her work has appeared in peer-reviewed journals such as the Journal of Health Economics and the Journal of Public Economics. She also has work published in The New York Times, Los Angeles Times, RealClearPolicy, and US News & World Report. ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. The Bulletin listeners get 25% off CT. Go to https://orderct.com/THEBULLETIN to learn more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Alexa Burke Editing and Mix: Kevin Morris Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today's conversation with Daivid Rothkopf begins at 1:02 Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Subscribe to Rothkopf's new Substack https://davidrothkopf.substack.com/ Follow Rothkopf Listen to Deep State Radio Read Rothkopf at The Daily Beast Buy his books David Rothkopf is CEO of The Rothkopf Group, a media company that produces podcasts including Deep State Radio, hosted by Rothkopf. TRG also produces custom podcasts for clients including the United Arab Emirates. He is also the author of many books including Running the World: The Inside Story of the National Security Council and the Architects of American Power, Superclass, Power, Inc., National Insecurity, Great Questions of Tomorrow, and Traitor: A History of Betraying America from Benedict Arnold to Donald Trump. Joe Jacobson is a political strategist with eight years of electoral, lobbying, and government experience. Prior to founding the Progress Action Fund, Joe worked for the Service Employees International Union, where he oversaw endorsements, independent expenditures, and government relations operations in four purple counties in Southern California. In response to COVID-19, he co-founded a bipartisan task force to persuade the GOP led San Diego County Board of Supervisors to allocate $10 million for free childcare for essential workers Before SEIU, Joe worked at AFL-CIO headquarters in Washington, DC, where he devised strategies with union leaders in 21 states to support local, state, and federal candidates. Joe also has a variety of policy experience, including for President Obama's Council of Economic Advisers and Senator Ron Wyden. Joe's start in politics began at 6 years old, when his Grandma Judy gave him a book about the presidents. Grandma Judy was Joe's inspiration for politics, the two of them talking on the phone every few weeks about progressive politics. During her life Grandma Judy was involved with Seattle's League of Women Voters, 33rd District Democrats, and Planned Parenthood. The Progress Action Fund is dedicated to her memory. Be sure to visit https://www.patreon.com/PeteDominick/membership and scroll down where you should see a "Connect to Discord" button. You can also look at https://support.patreon.com/hc/en-us/articles/212052266-How-do-I-get-my-Discord-Rewards- for more info. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Thursday's at 8EST for our Weekly Happy Hour Hangout! Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll Follow and Support Pete Coe Buy Ava's Art Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift
The first 100 days of President Trump's second term have come with a wide range of changes for the nation's economy and global supply chains. Could these changes lead to a more prosperous America, or hardship for individuals and businesses? In partnership with Bloomberg, five renowned economists look at President Trump's economic agenda during his first 100 days and discuss tariffs as a strategy, whether deregulation is good for growth, and whether the President's "medicine" means a recession. Jason Furman, Former Chairman of the Council of Economic Advisers; Professor at Harvard University's John F. Kennedy School of Government Allison Schrager, Economist, Bloomberg Opinion Contributor & Senior Fellow at the Manhattan Institute Stephen Moore, Former Senior Economic Advisor to President Trump; Senior Fellow at the Heritage Foundation; Co-founder of Unleash Prosperity Mariana Mazzucato, Professor of Economics at University College London; Author of "Mission Economy" Jeff Ferry, Chief Economist Emeritus at the Coalition for a Prosperous America; Previous Tech Executive Mishal Husain, Editor-at-Large for Bloomberg Weekend, is the guest moderator. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Rep. Robert Garcia (D-Calif.) discusses the influx of Democratic politicians visiting El Salvadoran prisons to visit those wrongly deported by the Trump administration. Former Chair of the Council of Economic Advisers under President Obama Jason Furman explains how Trump's tariff agenda could impact global trade. Sen. Dick Durbin (D-Ill.) announces his retirement from Congress after serving in the chamber for 30 years.
Stand Up is a daily podcast that I book,host,edit, post and promote new episodes with brilliant guests every day. Please subscribe now for as little as 5$ and gain access to a community of over 700 awesome, curious, kind, funny, brilliant, generous souls Check out StandUpwithPete.com to learn more Subscribe to Rothkopf's new Substack https://davidrothkopf.substack.com/ Follow Rothkopf Listen to Deep State Radio Read Rothkopf at The Daily Beast Buy his books David Rothkopf is CEO of The Rothkopf Group, a media company that produces podcasts including Deep State Radio, hosted by Rothkopf. TRG also produces custom podcasts for clients including the United Arab Emirates. He is also the author of many books including Running the World: The Inside Story of the National Security Council and the Architects of American Power, Superclass, Power, Inc., National Insecurity, Great Questions of Tomorrow, and Traitor: A History of Betraying America from Benedict Arnold to Donald Trump. Joe Jacobson is a political strategist with eight years of electoral, lobbying, and government experience. Prior to founding the Progress Action Fund, Joe worked for the Service Employees International Union, where he oversaw endorsements, independent expenditures, and government relations operations in four purple counties in Southern California. In response to COVID-19, he co-founded a bipartisan task force to persuade the GOP led San Diego County Board of Supervisors to allocate $10 million for free childcare for essential workers Before SEIU, Joe worked at AFL-CIO headquarters in Washington, DC, where he devised strategies with union leaders in 21 states to support local, state, and federal candidates. Joe also has a variety of policy experience, including for President Obama's Council of Economic Advisers and Senator Ron Wyden. Joe's start in politics began at 6 years old, when his Grandma Judy gave him a book about the presidents. Grandma Judy was Joe's inspiration for politics, the two of them talking on the phone every few weeks about progressive politics. During her life Grandma Judy was involved with Seattle's League of Women Voters, 33rd District Democrats, and Planned Parenthood. The Progress Action Fund is dedicated to her memory. Be sure to visit https://www.patreon.com/PeteDominick/membership and scroll down where you should see a "Connect to Discord" button. You can also look at https://support.patreon.com/hc/en-us/articles/212052266-How-do-I-get-my-Discord-Rewards- for more info. Join the SUPD Marketplace! Watch the video to learn how to post at StandUpWithPeteDominick.com/marketplace Join us Thursday's at 8EST for our Weekly Happy Hour Hangout! Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page All things Jon Carroll Follow and Support Pete Coe Buy Ava's Art Hire DJ Monzyk to build your website or help you with Marketing Gift a Subscription https://www.patreon.com/PeteDominick/gift
President Donald Trump is set to announce that he'll impose sweeping new global tariffs on imports, and Congressional Republicans are already scrambling wildly to try to shield their states and districts from the fallout. Meanwhile, a Fox News poll finds that Trump is sliding on the economy, with the public turning against tariffs in particular. And an Associated Press survey also has terrible news for Trump on this front. Notably, all these negative consequences kicked in well before the tariffs have even started. We talked to Jared Bernstein, former chair of President Biden's Council of Economic Advisers and now a visiting scholar at Stanford, who has a new piece on his Substack predicting the consequences could be dire. He explains why the tariffs are so wrongheaded—and why they're likely to cause major backlash against Trump and his party. Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices
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