27 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. 00:00 Nvidia's Blowout Outlook and Warsh Heads to Jackson Hole 06:05 Fed Must Navigate a ‘Tale of Two Economies’ — Aaron Kennon, Clear Harbor Asset Management 17:05 Nvidia's 70% Growth Forecast Raises Execution Risk — Angelo Zino, CFRA 29:13 Meta Settlement Puts Pressure on TikTok and YouTube — Stuart Benjamin, Duke Law School 38:09 Warsh to Provide ‘Framework’ Guidance on Policy — Torsten Slok, Apollo 52:29 AI Is an ‘Earnings Momentum Freight Train’ — Matt Miskin, Manulife John Hancock Investments 1:06:08 Ignore Deficit Plans Until Congress Gets Involved — Libby Cantrill, PIMCO 1:13:05 Higher Rates Could Make Sense as Soon as September — Jeffrey Schmid, Kansas City Fed President 1:30:23 America's Success Depends on De-Escalation With Canada — Frances Donald, RBC 1:40:25 AI Earnings Aren't as Strong as They Look — Savita Subramanian, BofA Global Research 1:52:31 Nvidia Has Better Visibility Than Investors Thought — Gil Luria, DA Davidson 2:01:02 US Jobless Claims Fall, Goods-Trade Deficit Widens — Michael McKee, Bloomberg 2:03:13 Fed Is Stuck in the ‘Muddled Middle’ — Nela Richardson, ADP 2:17:57 AI Adoption Is Finally Showing Up in Fundamentals — Michelle Weaver, Morgan Stanley
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