Markets Rebound on Strong Start for Earnings

This podcast features discussions on current economic and financial topics with insights from experts. Maurice Obstfeld discusses the strain on supply lines due to tariffs and geopolitical tensions, the divergence between the financial sector and trade, and concerns about the dollar's future. Chris Whalen addresses potential financial system vulnerabilities, particularly in commercial real estate, and advises listeners to consider investing in gold amid concerns about deficits and the dollar. Fatima Boolani shares insights on software and technology spending trends, the increasing importance of cybersecurity, and potential investment opportunities in the AI sector, highlighting Rubrik as a promising company. Additionally, the podcast includes a segment on global news headlines, covering topics such as tech scams, stolen phones, the declining strength of the U.S. passport, and the impact of weight loss drugs on business lunches.