Wall Street Week

Nicholas Burns, career diplomat and Harvard professor who served as U.S. ambassador to China, NATO, and Greece, discusses shifting U.S.-China ties amid the Iran war. He examines China’s economic balancing with Iran and Gulf states. Also covered: global fertilizer disruptions squeezing farmers and the viral matcha craze stressing supply chains and quality.

Arvind Narayanan, Princeton CS professor and AI skeptic who urges viewing AI as a gradual technology. Randy Quarles, former Fed vice chair and regulator who explains data-driven monetary choices. They discuss the Fed’s stance amid Iran war uncertainty. They debate AI’s real-world limits and labor effects. They cover U.S.-Canada trade strains from tariffs and Australia’s teen social media age limits.

Steven Rattner, investor and CEO of Willett Advisors, offers a compact tour of labor market weakness, the anticipatory effects of AI on hiring, and stagflation risks. He also examines private credit strains and valuation headaches. Sweden’s surprising defense surge and Europe's rearmament make an appearance.

Lloyd Blankfein, former Goldman Sachs chairman and CEO known for risk mastery, discusses why risk management matters when markets feel calm. Conversation covers Iran and oil shocks, late-cycle warnings and globalization shifts. Ukraine’s rapid digital rebuild and AI agents get attention. Also covered: tobacco’s move to smoke-free products and the AI data-center construction boom and worker shortages.

Conversations span business, news, lifestyle and culture. The team previews weekday political and journalistic lineups. Information on where and when to watch and listen is shared.

Josh Steiner, a former Treasury chief-of-staff turned investor, reflects briefly on a Washington-era diary mistake. Michael Lynton, ex-Sony Pictures executive, revisits the decision that led to a major cyberattack. They discuss owning errors and the psychology behind them. Conversation also covers Sweden’s factory-built modular homes and how they could boost housing affordability.

Hiroki Totoki, Sony CEO steering the company into entertainment and strategic private-capital deals. Hiromi Yamaji, Group CEO of Japan Exchange Group driving governance and profitability reforms. Marc Rowan, Apollo CEO and private-markets investor eyeing large-scale opportunities. They discuss corporate transformation, private capital funding major projects, market reforms and how financial structures are shifting in Japan.

Amanda Agati, CIO at PNC Asset Management Group, who integrates crypto into traditional portfolios. She discusses why PNC is revisiting crypto and the internal regulatory debates that slowed adoption. She explains the strategic partnership with Coinbase and how tokenization, stablecoins, and private-market blockchain models are reshaping multi-asset strategy.

Steve Rattner, economist and financier who advised on the auto bailout, analyzes U.S. manufacturing, tariffs and transit procurement. Eric Brynjolfsson, Stanford AI and digital-economy researcher, talks AI’s productivity promise and policy choices. David Autor, MIT labor economist, explores how AI reshapes work, risks to labor and the policy trade-offs ahead.

Raphael Bostic, outgoing Atlanta Fed president with decades of Fed experience, discusses inflation, labor markets, and monetary policy. He argues for returning inflation to 2% and a data-driven, independent central bank. There are wide swings in gold prices and what they mean for miners and the dollar. Rising Chinese exports pose a fresh shock to European industry, and buying art mixes passion with financial risk.