 On this edition of Wall Street Week, Saira Malik, Nuveen CIO tells us about election risks to markets around the world. Sharmin Mossavar-Rahmani, Goldman SachsWealth Management Group CIO makes the case for overweight us equites. Robert Rubin, Former US Treasury Secretary tells us what we can learn from the factors that influenced the Clinton administration to balance the federal budget in the 1990s. Purnima Puri, HPS Investment Head of Liquid Credit tells us whether she expects credit markets to price in a recession.  

On this edition of Wall Street Week, Saira Malik, Nuveen CIO tells us about election risks to markets around the world. Sharmin Mossavar-Rahmani, Goldman SachsWealth Management Group CIO makes the case for overweight us equites. Robert Rubin, Former US Treasury Secretary tells us what we can learn from the factors that influenced the Clinton administration to balance the federal budget in the 1990s. Purnima Puri, HPS Investment Head of Liquid Credit tells us whether she expects credit markets to price in a recession.

Wall Street Week tells the stories of capitalism from around the world, hosted by David Westin in New York.

Wall Street Week tells the stories of capitalism from around the world, hosted by David Westin in New York.

David Westin speaks with top names in finance about the week's biggest issues on Wall Street.

Wall Street Week

Bloomberg Wall Street Week - January 26th, 2024

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5578fe0a-9ecc-4326-a7c6-b104001f94a8/transcript

This week, National Economic Council Director Kevin Hassett says AI’s productivity boost may be much larger than official economic data currently indicate. And, AI companies are largely in agreement that the technology needs guardrails, but the ethical implications of AI could also create new opportunities for liberal arts education. Plus, America is rebuilding a critical minerals supply chain after decades of Chinese dominance. Later, America’s shrinking college-age population is forcing universities to compete for fewer students.

This week, National Economic Council Director Kevin Hassett says AI&rsquo;s productivity boost may be much larger than official economic data currently indicate. And, AI companies are largely in agreement that the technology needs guardrails, but the ethical implications of AI could also create new opportunities for liberal arts education. Plus, America is rebuilding a critical minerals supply chain after decades of Chinese dominance. Later, America&rsquo;s shrinking college-age population is forcing universities to compete for fewer students.

Your Brain on AI, Rare Earth Race, College Enrollment Cliff

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6dc6002b-f5a3-4eda-9bd6-b4d70119c574/transcript

This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can’t agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap. 

This week, Council on Foreign Relations President Michael Froman breaks down China's export machine, why twenty years of US pressure hasn't worked, and what happens next. And, can a $100 billion Micron factory transform Syracuse from a Rust Belt cautionary tale into a potential model for American reindustrialization? Plus, a bridge named for a hockey legend was meant to strengthen the supply chain between the US and Canada, but the neighbors can&rsquo;t agree on their trade relationship. Later, with 760,000 care aide openings expected every year in the US and a $400 billion long-term care bill, humanoid robots are an early bet on technology filling the care gap.&nbsp;

China’s Trade Reckoning, Syracuse’s Second Chance, North American Fracture, Humanoids in Healthcare 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6317a611-7eb9-4721-8e23-b4d000f55222/transcript

This week, a special edition of Wall Street Week from the fastest growing large economy in the world: India. The country's technology sector has helped power its growth, but its success has led to uneven progress that could turn its strengths into weaknesses. Bangalore became India’s tech capital by attracting global investment and growing a deep talent pool, but infrastructure and policies to support the expansion have struggled to keep up. Plus, can Hyderabad overtake Bangalore as India’s leading tech city? Later, Blackstone’s investment in Royal Challengers Bengaluru reflects just how much potential India’s sports and entertainment economy has. 

This week, a special edition of Wall Street Week from the fastest growing large economy in the world: India. The country's technology sector has helped power its growth, but its success has led to uneven progress that could turn its strengths into weaknesses. Bangalore became India&rsquo;s tech capital by attracting global investment and growing a deep talent pool, but infrastructure and policies to support the expansion have struggled to keep up. Plus, can Hyderabad overtake Bangalore as India&rsquo;s leading tech city? Later, Blackstone&rsquo;s investment in Royal Challengers Bengaluru reflects just how much potential India&rsquo;s sports and entertainment economy has.&nbsp;

India’s Growth Test, Bangalore’s Infrastructure Problem, India’s Tech Rivalry

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/232c39e3-3e5a-4eb9-9ffe-b4c900f85f37/transcript

Bloomberg Wall Street Week - January 26th, 2024

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