Gary Cohn

Sam Altman, OpenAI leader scaling product and partnerships; Andy Jassy, Amazon CEO steering cloud and Tranium infrastructure; Gary Cohn, former White House NEC director and IBM vice chairman on economic impacts. They discuss OpenAI’s huge $110B raise, Amazon’s $50B strategic cloud tie-up and tech infrastructure, and what sweeping AI-driven workforce shifts mean for firms and the market.

Gary Cohn, Vice Chairman at IBM and former National Economic Council director under Trump, shares his insights on the US economy. He discusses the political hurdles in implementing tax cuts and the corporate optimism surrounding Trump's policies. Cohn offers a historical lens on the yield curve, explaining its significance for today's economic indicators. The conversation also touches on the pressing issues of national debt and the importance of fiscal responsibility, especially regarding Social Security amid ongoing market uncertainties.

Gary Cohn, IBM Vice Chairman and former White House economic advisor, discusses the impacts of geopolitical risks and the significance of U.S. fundamentals in market dynamics. Paul Ryan, former Speaker of the House, critiques current populism and emphasizes the dangers of state capitalism while assessing CEO sentiments amid prevailing uncertainties. Alexander Stubb, President of Finland, suggests creating an Arctic security structure involving NATO and urges caution regarding Russian maneuvers, all while touching on the evolving situation in Ukraine.

Market experts Brian Levitt, Gary Cohn, and Jeff Currie discuss strong market performance, efficient company operations, and the rise of copper as a top trade. Topics include interest rates, tariffs' effects on the economy, and the surge in copper prices driven by green investments and military demand.

Gary Cohn, IBM Vice Chair, shares his insights on the transformative power of AI in enhancing productivity. He emphasizes AI as an evolutionary leap that improves work efficiency and creates new job opportunities, countering fears of job loss. Cohn also touches on the rapid advancements in quantum computing and the critical need for thoughtful regulation. Furthermore, he discusses how AI can streamline business processes, advocating for investments in technology despite associated risks.

Retired Colonel and Medal of Honor Recipient Jack Jacobs shares his insights on Iran's missile attack on Israel and discusses potential military responses and the impact on oil markets. Former SEC Chairman Jay Clayton and former NEC Director Gary Cohn dive into the implications of the vice presidential debate, examining candidates' stances on regulation and economic policy amid geopolitical tensions. They emphasize the need for substantial debate on pressing issues like inflation and trade, and how these factors could shape the upcoming election.

Former chief economic adviser to former President Donald Trump, Gary Cohn, discusses how higher interest rates are affecting investors' risk-taking behavior. Topics include the impact of interest rates on businesses, fiscal stimulus, tariffs, efficiency in business operations, and the role of AI in corporate efficiency and economic outlook.

Gary Cohn, former US National Economic Council Director, discusses the normalization of the Fed cycle, the compounding effect of inflation, and why people feel bad despite a good economy. They also explore factors influencing economic sentiment, analyze economic data and tax cuts, and discuss the impact of 2017 tax cuts on the US economy, including misconceptions. Additionally, they delve into the potential implementation of a tariff wall and the significance of the electoral process.

Former US National Economic Council Director Gary Cohn discusses the normalization of the Fed cycle and the impact of inflation on US consumers. The podcast also explores the shifting dynamics of financial markets, the challenges of working with economic data, and the potential of a tariff wall and tax plan.

Gary Cohn, former director of the National Economic Council, and Reince Priebus, ex-White House Chief of Staff, share insights on the evolving political landscape. They discuss the repercussions of sexual harassment allegations reverberating through Congress, prompting urgent calls for reform. The conversation also touches on the legislative pressures lawmakers face amid growing internal party conflicts and looming deadlines, providing a candid look at the current turmoil in Washington.