Inflation Meets AI, Navy Buildout Challenges, Tariff Refund Fight
About this episode
This episode features a discussion on inflation, challenges in Navy shipbuilding, and the impact of AI on investments.
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.
People in this episode
Guest: Loretta Mester
Topics covered
- inflation
- AI
- Navy buildout
- tariffs
- small businesses
- investment landscape
Mentioned in this episode
Organizations: Cleveland Fed, Centerview Partners, Trump administration, Supreme Court
Products: Golden Fleet
Places: China
More episodes of Wall Street Week
- The World’s First Trillionaire, Governance Meets Growth, Menopause Market Boom
- Team Favorite: AI-Era Internet, Spaceport Investment, Bolivia’s Investability
- USMCA: Can North America’s Trade Deal Survive?
- Special Report: Alan Greenspan Dies at 100
- Team Favorite: Britain’s Debt Problem, AI’s Local Burden, Poland’s Economic Boom, The Aluminum Shock
Explore listener stats, chart rankings, contacts and more on the Wall Street Week podcast page.