Wall Street Week | Inflation Meets AI, Navy Buildout Challenges, Tariff Refund Fight

This week, Former Cleveland Fed President Loretta Mester discusses the recent change in the inflation narrative. And, can US shipyards build President Trump’s “Golden Fleet” fast enough to keep up with China? Plus, why small businesses are still fighting to get their money back after the Supreme Court struck down the Trump administration’s IEEPA tariffs. Later, Blair Effron of Centerview Partners discusses how AI is reshaping the investment landscape.

Chapters:
00:00:00 – New Inflation Concerns
00:11:18 – Navy Buildout Challenges
00:23:47 – Tariff Refund Fight
00:34:59 – Markets Chase AI
00:47:26 – Future of New York City
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