Wall Street Week

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.

Jason Furman, Harvard economics professor and former CEA chair, offers quick takes on inflation, labor, and global bond moves. Stephen Miran, Federal Reserve Governor, explains Warsh’s credentials and the case for data-driven central bank independence. They discuss rate holds, inflation risks, tariffs, a weaker dollar, and what shapes monetary policy moving forward.

Chrystia Freeland, Canadian politician and unpaid economic adviser to Ukraine, discusses reconstruction planning, geopolitics, and economic strategy. She reflects on Davos meetings and Greenland tensions. The conversation also covers potential U.S. tariffs on European wine and their industry fallout. Climate-driven cocoa shortages boosting Ecuador and the global demand for Israeli defense technology are also explored.

Bill Dudley, former president of the Federal Reserve Bank of New York, shares insights on the potential implications of the Justice Department's investigation of Fed Chair Jay Powell. He discusses the evolving dynamics of Fed independence amidst political pressures. Jumana Brasechi provides an on-the-ground look at Saudi Arabia's ambitious Vision 2030 tourism project, highlighting targets for millions of visitors and the societal changes accompanying this transformation. The conversation also touches on how skiing megapasses have redefined consumer choices and capital investments in the industry.

Richard N. Haass, a foreign policy expert and former diplomat, discusses U.S. strategies for Venezuela, focusing on oil access and regional stability. Ed Ludlow, a tech journalist, explores the potential arrival of robotaxis in 2026, highlighting industry competition and differing business models. The conversation also touches on New Zealand's subsidy-free farming model and its implications for agricultural practices, alongside the rise of ultra-luxury Mount Everest expeditions, raising questions about ethics and accessibility in adventure tourism.

Ray Dalio, the founder of Bridgewater Associates, shares insights on 25 years of economic upheaval. He discusses the impact of pivotal events like the Great Recession and the pandemic on capitalism. Dalio links rising populism, geopolitical tensions, and deglobalization to market dynamics. He also highlights the influence of technology, from Y2K to the AI revolution, and addresses how geography and demographics shape economic prospects. Finally, he dives into the challenges posed by automation and the implications for the future of work.

Steven Rattner, an investment adviser at Willett Advisors, shares insights on China's booming innovation amidst consumer struggles, cautioning that U.S. trade policies may not respond effectively. He suggests the focus should be on domestic improvements. The conversation shifts to Nepal, where Gen Z's viral social media posts ignited major protests against inequality. The discussion also explores the evolution of capitalism and the challenges posed by impending small business successions as baby boomers retire, highlighting both opportunities and risks.

Dive into 25 years of economic upheaval and transformation! Explore major shocks like Y2K, the Great Recession, and the pandemic that reshaped capitalism. Discover insights on wealth inequality trends, retail investors' impact, and the rise of meme stocks. Delve into China's global ambitions and the challenges they pose. Engage with discussions on technology's evolution, from the tech boom to the rise of AI. Reflect on continuous market turbulence and the defining role of innovation in our future.

Glenn Hubbard, an economist and former chair of the Council of Economic Advisers, shares insights on the Fed's challenges, highlighting risks from tariffs and the credit cycle looming over 2026. Meanwhile, Lisa Su, CEO of AMD, champions the case for open-source AI ecosystems, discussing how they can boost innovation and market accessibility. They also explore the rising demand for electricity related to AI and manufacturing, the need for nuclear power, and Macy’s bold strategy to revive the department store experience.

Michael McKee, a Bloomberg correspondent with firsthand experience reporting on the Nepal protests, delves into the role social media played in mobilizing Gen Z against inequality. He shares insights on how viral content sparked a youth movement that toppled the government. Additionally, Steven Rattner discusses China's technological advancements and grim domestic struggles, warning that U.S. trade policies won't curb its growth. They also explore the evolving landscape of capitalism, contemplating potential new models and the impacts of rising corporate concentration.