Elise Giuliano

Elise Giuliano, Columbia political scientist analyzing the four-year Russia–Ukraine stalemate. Ed Ludlow, Bloomberg Tech reporter breaking down Meta’s AMD compute deal and chip/data center implications. Lauren Goodwin, economist and market strategist on inflation, tariffs and macro risks. They dive into private credit strains, AI-driven compute races, inflation pressures, and geopolitical negotiation challenges in short, sharp conversations.

Elise Giuliano, a senior lecturer at Columbia University, highlights the deepening economic pain in Russia due to the ongoing war, emphasizing how households are tightening budgets and industries struggle. Claudia Sahm, a chief economist, discusses macroeconomic trends, noting that high-income spending disguises broader weaknesses as the Fed debates rate cuts. Max Wasserman, a portfolio manager, warns of concentration risk in AI stocks and suggests defensive investments like Home Depot and McDonald's amid potential economic shifts.

Elise Giuliano, a political science expert on Russia, Jimmy Lee, CEO providing insights on investing, and Monica Duffy Toft, an international politics professor specializing in the Ukraine conflict, join in a lively discussion. They analyze the recent Trump-Putin summit and the lack of Ukrainian representation, raising questions about international diplomacy. The trio also explores the potential market impacts amid geopolitical tensions, emphasizing optimism surrounding Federal Reserve interest rate cuts and the shifting landscape of global politics.