Gary D. Cohn

Gary Cohn, IBM Vice Chairman and former Director of the National Economic Council, shares insights on the economic landscape shaped by tariffs and inflation concerns. He offers a fresh perspective on tariffs as a tax that fuels inflation, contrasting with the Trump administration’s stance. Cohn discusses the potential impacts of reciprocal tariffs on upcoming economic decisions and delves into the tech sector, particularly AI's role in transforming businesses. He emphasizes the need for clarity in market regulation to restore investor confidence.

Gary Cohn, Vice Chairman at IBM and former chief economic advisor to Trump, joins Peter Orszag, Lazard CEO and former OMB director, and Kevin McCarthy, the 55th Speaker of the House, to discuss the future of the U.S. economy under Trump's policies. They analyze how these policies could reshape economic competitiveness and resilience, tackle supply chain vulnerabilities, and the importance of international partnerships. The conversation also touches on immigration's role in attracting talent, the balancing act of budget cuts, and the need for sustainable economic strategies.

Gary Cohn, former chief economic advisor to President Trump and IBM Vice Chair, shares insights on the complexities of economic policy-making. He discusses the importance of selecting the right Treasury Secretary, emphasizing how past transitions influence present decisions. Cohn reveals the urgency faced by the economic team, shifting focus from tax policies to healthcare. He also highlights the market dynamics during Trump's presidency and the challenges of navigating interest rates and national debt, providing a candid view of governmental economic strategies.

Ed Bastian, Delta Air Lines CEO, on rising jet fuel costs amid strong travel demand. Gary Cohn, former National Economic Council director, on inflation squeezing consumer wallets. They discuss market movers, record highs for energy names, oil and gasoline price shocks, and how these trends shape spending and corporate revenue.

Gary D. Cohn, former director of the National Economic Council and current vice chairman of IBM, shares his insights on the Federal Reserve's interest rate decisions and their economic impacts. He discusses the rising unemployment rates amid a recovering job market and reflects on his journey from trading to top executive roles, emphasizing adaptability. Cohn also addresses the importance of continuous learning in investing and delves into the role of technology in monitoring employee behavior, particularly during crises like the COVID-19 pandemic.

Gary Cohn, Vice Chair of IBM and former director of the National Economic Council, joins the discussion on a brewing feud between Trump and Musk and its market repercussions. The conversation dives into how this rivalry impacts Tesla stock and broader investor sentiment. Cohn elaborates on the effects of geopolitical tensions on major companies and shares insights on navigating market forces. They also explore the potential for a recession and its implications for investment strategies among popular firms like Nike and Home Depot.

Gary Cohn, former National Economic Council director and economic commentator, breaks down how firms respond to tariff-driven cost pressures. He talks about higher input costs squeezing companies. He explains why businesses may slow hiring or adjust staffing to protect margins. He highlights recent layoffs and why the trend could continue.

Gary Cohn, former National Economic Council director and business executive, provides expert commentary on inflation and producer price index developments. He discusses input-cost pressures from commodities, labor and interest rates. The conversation also touches on a major market sell-off and UBS's broad downgrade of U.S. stocks.

María Corina Machado, Venezuelan opposition leader advocating democracy. Michael McCaul, Texas congressman focused on national and homeland security. Gary Cohn, former top economic adviser and ex-Goldman executive. They discuss U.S. pressure on Venezuela, immigration enforcement and DHS fights, and the economy including layoffs, tariffs, and Fed leadership.

Gary Cohn, IBM vice chairman and former Director of the National Economic Council, shares his optimistic view on the US economy, highlighting strong GDP growth despite geopolitical tensions. He addresses the 'Sell America' trade as a modest reallocation rather than a panic sell-off. Cohn also discusses the significance of choosing a Fed chair aligned with presidential priorities and the impact of AI on capital expenditures. His insights blend market trends with personal anecdotes from his trading floor days, offering a seasoned perspective on economic challenges ahead.