Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.
Chapters:
00:00 AI Boom, Fed Rate Hikes and Strait of Hormuz
03:54 AI Boom Could Broaden Beyond Memory Chips – Aaron Kennon, Clear Harbor Asset Management
19:02 Iran Hardliners Rise as US Ramps Up Munitions – Col. Wayne Sanders (Ret.)
31:20 Google Could Power the Future of AI – Sarah Kunst, Cleo Capital
41:50 CPI Is Key to the Fed’s September Decision – Leslie Falconio, UBS Global Wealth Management
53:38 Hot CPI Report Could Create Problems for the Fed – Jim Caron, Morgan Stanley
1:07:17 Iran’s Strait Control Creates a New Risk for US – Henrietta Treyz, Veda Partners
1:20:09 AI Financing Is Creating Winners and Losers – Emily Bannister, Wellington Management
1:30:10 Tame CPI Could Give the Fed Room to Wait – Kathy Bostjancic, Nationwide
1:41:24 AI CapEx to Surge as Cash Flow Strengthens – Eric Johnston, Cantor Fitzgerald
1:53:06 Data Centers Are Becoming an Election Issue – Mig Dobre, Baird
2:04:29 Not Time for the Fed to Raise Rates – Yie-Hsin Hung, State Street Investment Management
2:16:47 AI Infrastructure Is Powering the US Economy – Matt Stucky, Northwestern Mutual
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Watch it live every week day from 6-9 ET on Bloomberg Television, YouTube, Roku, Apple TV, Samsung TV, Android TV, Rakuten TV.
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