Fred Kemp

Fred Kemp, Atlantic Council president, gives geopolitical analysis on Iran, risks to shipping in the Strait of Hormuz, and global economic fallout. Brian Sullivan, CNBC reporter, files live from Paris on China trade talks and speaks with the Treasury Secretary about oil and the strait. They also tackle Nvidia's GTC, market positioning ahead of the Fed, and potential delays around Fed leadership moves.

Fred Kempe, CEO and President of the Atlantic Council, examines the implications of Trump's renewed trade deals on global markets. Lauren Goode, a Senior Writer at Wired, discusses the fierce competition for AI talent, spotlighting Meta's recruitment of Ruoming Pang from Apple. The conversation also touches on evolving TSA policies and the impact of tariffs on Prime Day discounts. With tech giants vying for top engineers, the dynamics of the AI talent market illustrate the ongoing intersection of politics, economics, and innovation.