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Steven Blitz, Chief US Economist at TS Lombard, shares his thoughts on the Fed's Beige Book results and his outlook for rate cuts. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News US Economic and Industrial Policy Reporter Mackenzie Hawkins break down all the latest news in the world of semiconductors. Josh Patterson, CEO of Voltron, discusses using the same chips that power AI for big data operations. And we Drive to the Close with Thomas Raymond, Investment Management Partner at Callan Family Office.
Hosts: Tim Stenovec and Emily Graffeo. Producer: Paul Brennan.

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