Jay Timmons

In this discussion, Amanda Lynam, Head of Macro Credit Research at BlackRock, delves into signals from the bond market, revealing whether recent market tumult is a sign of deeper issues. Jay Timmons, CEO of the National Association of Manufacturers, tackles the challenges of workforce training and the impact of manufacturing regulations. Meanwhile, Whitney Tilson shares insights from his NYC mayoral candidacy and policy ideas aimed at boosting economic growth. Together, they explore critical intersections of finance, manufacturing, and politics.

Jay Timmons, President and CEO of the National Association of Manufacturers, outlines manufacturing trends, workforce gaps and reshoring pressures. Nouriel Roubini, noted macroeconomist, discusses inflation, tariffs, AI-driven investment shifts and global risks. They debate AI's impact on capital flows, skilled labor needs, trade policy and the outlook for U.S. growth and industrial strategy.

Jay Timmons, President and CEO of the National Association of Manufacturers, discusses the critical state of U.S. manufacturing, highlighting workforce shortages and the need for training amidst 400,000 unfilled jobs. He also delves into the impact of tariffs and regulatory policies. Meanwhile, James Steel, Chief Commodities Analyst at HSBC, analyzes the ongoing safe-haven rally in gold and silver, the constraints on gold production, and the dynamics of demand from institutions versus retail investors. The conversation uncovers fascinating insights on market trends and geopolitical influences.