26 August 2026
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. Chapters: 00:00 Nvidia Earnings, PCE Inflation and the Fed's Next Move 07:52 Fed's 2% Inflation Target Is Losing Meaning — Marvin Loh, State Street 19:18 US Pressure on Iran Ultimately Runs Through China — Col. Wayne Sanders (Ret.) 34:01 Nvidia's Biggest Question Is Who's Paying for AI — Sarah Kunst, Cleo Capital 40:50 Long-Term Bonds Are Finally Paying for the Risk — Andrew Balls, PIMCO 53:56 AI Adoption Is About to Show Up in Earnings — Dan Skelly, Morgan Stanley Wealth Management 1:05:20 Treasury Would Need to Go Eight Times Bigger — Tobin Marcus, Wolfe Research 1:18:33 Why MLS Teams Can Be Worth More Than Premier League Clubs — Mark Ein, Capitol Investment Corp. 1:30:20 Six Years Above 2% Is Testing Fed Credibility — Conrad DeQuadros, Citi Wealth 1:43:06 AI Buildout Is Moving From Cash Flow to Debt — Tracie McMillion, Wells Fargo Investment Institute 1:55:20 Nvidia Nears the Line Between Funding and Creating Demand — Jay Goldberg, Seaport Research Partners 2:01:01 US Core PCE Rises 0.2% in July, Consumer Spending Stalls — Michael McKee, Bloomberg 2:07:13 Fed Can Credibly Avoid Hiking on Cooler Data — Stephanie Roth, Wolfe Research 2:20:11 AI Boom Is Leaving Workers Feeling Left Behind — Mark Lehmann, Citizens Commercial Bank
