Wall Street Week

Episodes

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  Rerouting Trade, Private Equity Test 14.08.2026 48m

  This week, inflation may be edging lower, but as markets push rates higher, the Fed’s 2% inflation target might be a long way off. And, Mexico is building a land-based trade corridor that could give shipping companies more options when traditional channels are disrupted. Plus, as exits slow and borrowing costs rise, the ability of private equity investments to generate returns that beat public markets is less certain.  Later, Cuba is promising its biggest market reforms in decades, but investors remain skeptical that the state will truly give up control. See omnystudio.com/listener for privacy information.
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  Team Favorite: AI-Era Internet, Spaceport Investment, Bolivia’s Investability  07.08.2026 48m

  This is a special, fan favorite edition of the show. This episode first aired June 5th, 2026.  This week, the dollar remains the world’s dominant currency, but economist Ken Rogoff thinks rising debt and geopolitical shifts are eroding its position as the world’s reserve currency. And, AI-powered search is reducing web traffic, forcing publishers to rethink how they attract audiences and generate revenue online. Will competition between the US and China to launch satellites create the next major infrastructure boom in the commercial space industry? Bolivia wants to benefit from foreign capital flows into Latin America and harness its mineral reserves, but political instability remains a significant challenge. See omnystudio.com/listener for privacy information.
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  Warsh’s Waiting Game, EU Merger Rules, Robotic Surgeons 31.07.2026 48m

  This week, Harvard professor and former Obama economic adviser Jason Furman discusses the Fed rate decision and the challenges facing Chairman Kevin Warsh. Plus, the European Union is rewriting its merger rules in a bid to create tech giants that can compete with America. Later, Johnson & Johnson entered the fast-growing robotic surgery race years behind its rivals, but it’s betting a different approach can still win. And, what do think tanks actually accomplish, and how do you measure the return on investing in ideas? See omnystudio.com/listener for privacy information.
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  AI Debt Question, Austin Housing Test, Student Loan Reckoning, Canada Weighs US Tariffs 24.07.2026 48m

  This week, Steven Rattner says AI will transform the economy, but markets still do not know which companies will win. And, Austin’s rent drop is testing whether America’s housing crisis can be solved by building more. Plus, will capping graduate student loans reduce debt or limit access to education? Later, the US-Canada tariff fight returns as global fertilizer markets are already under pressure from conflict and supply disruptions near the Strait of Hormuz.See omnystudio.com/listener for privacy information.
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  Inflation Meets AI, Navy Buildout Challenges, Tariff Refund Fight 17.07.2026 47m

  This week, Former Cleveland Fed President Loretta Mester discusses the recent change in the inflation narrative. And, can US shipyards build President Trump’s “Golden Fleet” fast enough to keep up with China? Plus, why small businesses are still fighting to get their money back after the Supreme Court struck down the Trump administration’s IEEPA tariffs. Later, Blair Effron of Centerview Partners discusses how AI is reshaping the investment landscape.See omnystudio.com/listener for privacy information.
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  The World’s First Trillionaire, Governance Meets Growth, Menopause Market Boom 10.07.2026 47m

  This week, executives and investors gathered in Sun Valley to discuss consolidation in the media sector. And, SpaceX’s historic IPO has turned an entrepreneur into a trillionaire, giving rise to a new era in capitalism and widening the wealth gap. Plus, does SpaceX’s governance structure protect the company’s futuristic vision, or give CEO Elon Musk too much unchecked authority? Later, menopause care is becoming a major business opportunity after decades of medical neglect, stigma, and underinvestment in women’s health.See omnystudio.com/listener for privacy information.
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  Team Favorite: AI-Era Internet, Spaceport Investment, Bolivia’s Investability 03.07.2026 48m

  For the Independence Day holiday weekend, we bring you a team favorite podcast. This episode first aired June 5th, 2026.  This week, the dollar remains the world’s dominant currency, but economist Ken Rogoff thinks rising debt and geopolitical shifts are eroding its position as the world’s reserve currency. And, AI-powered search is reducing web traffic, forcing publishers to rethink how they attract audiences and generate revenue online. Will competition between the US and China to launch satellites create the next major infrastructure boom in the commercial space industry? Bolivia wants to benefit from foreign capital flows into Latin America and harness its mineral reserves, but political instability remains a significant challenge. See omnystudio.com/listener for privacy information.
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  USMCA: Can North America’s Trade Deal Survive? 26.06.2026 48m

  This week, a special edition of Wall Street Week on the USMCA trade deal. The renegotiations are testing the future of an auto industry built on decades of cross-border integration. And, American farmers increasingly depend on exports to Canada and Mexico as other overseas markets become more difficult to access. Plus, years of infrastructure investment have created an energy market that crosses borders more easily than political narratives suggest. Later, can three countries with different priorities still agree on a common economic vision?See omnystudio.com/listener for privacy information.
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  Special Report: Alan Greenspan Dies at 100 22.06.2026 7m

  Alan Greenspan has died at the age of 100. The former Federal Reserve Chairman died on Monday at his home, NBC News reported, citing his wife, Andrea Mitchell. The cause was complications of Parkinson’s disease. Greenspan was proclaimed a wizard for guiding a then-record US economic expansion, only to see his luster dimmed by the financial crisis that erupted less than two years after he stepped down. Bloomberg's David Westin, Paul Sweeney and Isabelle Lee look back at the life and legacy of Alan Greenspan, along with James Egelhof, Chief US Economist at BNP Paribas, and John Micklethwait, Editor-in-Chief at Bloomberg News.See omnystudio.com/listener for privacy information.
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  Team Favorite: Britain’s Debt Problem, AI’s Local Burden, Poland’s Economic Boom, The Aluminum Shock 19.06.2026 47m

  For the Juneteenth holiday weekend, we bring you a team favorite podcast. This episode first aired on May 29th, 2026.  The UK’s debt burden and weak growth are reviving fears that financial markets could once again destabilize British politics and policy. And, investors see data centers as long-term infrastructure, but neighbors worry about noise, water use, power demand and lasting costs. Plus, is Poland is one of the world’s fastest-growing economies, but it faces challenges to keep up its rapid rate of growth. Later, war in the Middle East and US tariffs are simultaneously tightening global aluminum supply and pushing prices sharply higher worldwide.See omnystudio.com/listener for privacy information.
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  SpaceX Goes Public, Google’s AI Bet, World Cup Price Backlash 12.06.2026 48m

  This week, the arrival of mega-IPOs is testing capital markets as investor appetite grows larger than supply. The federal government is making a direct investment in private technology companies, betting on quantum computing. Plus, Google is making its most radical change to search in twenty years by incorporating AI. Later, the most lucrative World Cup in history is testing how much fans are willing and able to pay for football. See omnystudio.com/listener for privacy information.
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  AI-Era Internet, Spaceport Investment, Bolivia’s Investability  05.06.2026 48m

  This week, the dollar remains the world’s dominant currency, but economist Ken Rogoff thinks rising debt and geopolitical shifts are eroding its position as the world’s reserve currency. And, AI-powered search is reducing web traffic, forcing publishers to rethink how they attract audiences and generate revenue online. Will competition between the US and China to launch satellites create the next major infrastructure boom in the commercial space industry? Bolivia wants to benefit from foreign capital flows into Latin America and harness its mineral reserves, but political instability remains a significant challenge. See omnystudio.com/listener for privacy information.
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  Britain’s Debt Problem, AI’s Local Burden, Poland’s Economic Boom 29.05.2026 47m

  This week, the UK’s debt burden and weak growth are reviving fears that financial markets could once again destabilize British politics and policy. And, investors see data centers as long-term infrastructure, but neighbors worry about noise, water use, power demand and lasting costs. Plus, is Poland is one of the world’s fastest-growing economies, but it faces challenges to keep up its rapid rate of growth. Later, war in the Middle East and US tariffs are simultaneously tightening global aluminum supply and pushing prices sharply higher worldwide.See omnystudio.com/listener for privacy information.
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  Team Favorite: Anthropic , BYD Goes Global, The Billionaire Next Door 22.05.2026 48m

  For the Memorial Day holiday we bring you a team favorite podcast this week. This episode first aired on March 24h, 2026  This week, regulators and banks are scrambling to catch up after the debut of Anthropic’s nearly autonomous system that can find cybersecurity vulnerabilities on its own. And, the electric vehicle company that started as a battery manufacturer is giving European automakers and Tesla a run for their money. Plus, the IMF was built for a very different world. Can it adapt to meet a globally connected economy that is being tested by war? Later, pipelines, portable sinks, and dental offices are creating more wealth than Wall Street wants to admit.See omnystudio.com/listener for privacy information.
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  Dalio's Warning, AI Arms Race, China Powers Ahead, NYC Tax Standoff  15.05.2026 48m

  This week, Ray Dalio explains why markets shrug off wars and why this time might be different. And, why are AI executives warning about the dangers of systems they are simultaneously racing to build?  Plus, China’s massive investments in energy infrastructure are increasingly shaping the global competition for artificial intelligence leadership and industrial power. Later, can New York remain attractive to businesses and young workers while raising taxes to close a growing budget shortfall?See omnystudio.com/listener for privacy information.
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  High Stakes Summit, New Zealand’s Talent Troubles, Stablecoin Adoption, Sparkling Water Boom 09.05.2026 48m

  This week, China thinks it's cracked the code on Trump heading into a summit in Beijing. And, what happens when a country's best and brightest travel overseas and stop coming back? Plus, the most useful thing about crypto might be the one nobody's talking about: cheap and fast cross-border payments. Later, the smartest bet in the sparkling water boom might not be on any brand, but on the companies behind them.See omnystudio.com/listener for privacy information.
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  Warsh’s Fed, Vibe Coding, Geothermal Energy, Vegas Bets Big 01.05.2026 48m

  This week, The Fed made its call this week, but Kevin Warsh may be about to change the institution itself. And, AI made coding easy for everyone, and that's the best and worst thing to happen to software engineering. Plus, can the same technology that unlocked oil and gas now unlock clean energy? Later, the city that was built by the mob is now betting its future on dayclubs, nightlife, and premium experiences.See omnystudio.com/listener for privacy information.
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  Anthropic Cybersecurity Risk, BYD Goes Global, The Billionaire Next Door 24.04.2026 48m

  This week, regulators and banks are scrambling to catch up after the debut of Anthropic’s nearly autonomous system that can find cybersecurity vulnerabilities on its own. And, the electric vehicle company that started as a battery manufacturer is giving European automakers and Tesla a run for their money. Plus, the IMF was built for a very different world. Can it adapt to meet a globally connected economy that is being tested by war? Later, pipelines, portable sinks, and dental offices are creating more wealth than Wall Street wants to admit.See omnystudio.com/listener for privacy information.
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  Hank Paulson on Iran War, Energy Market Disruptions, Copper Supply Strain, US Tax Debate 17.04.2026 48m

  This week, Former US Treasury Secretary Hank Paulson warns the biggest economic risk from the war in Iran may come from global shocks spilling into US markets.  Plus, how rising demand for copper is outpacing supply, exposing gaps in US production and increasing reliance on imports. Later, are the wealthiest Americans paying their fair share, or does the tax system allow too much income to go untaxed?See omnystudio.com/listener for privacy information.
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  Haass on the War in Iran, Iran Oil Fallout, IMF Meeting Anxiety, US-China Rare Earth Competition 10.04.2026 48m

  This week, Richard Haass of Centerview Partners on what to expect out of US-Iran peace talks.  Plus, why Gulf states are begging Trump not to end the Iran war early and how the conflict could hit consumers, from gas prices to interest rates. And, former Canadian Finance Minister Chrystia Freeland warns of stagflation, a food crisis, and the growing strain on the US-led global order as finance leaders gather in Washington at the annual World Bank-IMF meetings. Later, how China quietly built a monopoly on the minerals that power modern life, and why American innovators think they can still leapfrog Beijing.See omnystudio.com/listener for privacy information.