Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26

Jobs Jolt, Hugging Face’s First Investor, and Where the Pricing Power Is 9/4/26

September 4, 2026 · 44 min

About this episode

The episode discusses the implications of a strong jobs report on market rates, insights from Hugging Face's first investor, and identifies a trade with pricing power.

With markets pricing in a rate hike in September after a strong August jobs report, Steve Liesman and KPMG’s Diane Swonk weigh in on whether Chair Warsh’s ‘forward silence’ could backfire. The first investor in Hugging Face reveals the three companies he’s investing in now. Plus, the trade that still has pricing power.

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