Hard, Soft, or Continuous Landing? Mercer's O...

Matthew Pine, CEO of Xylem, also discussed artificial intelligence and water usage, how the company is involved in the "treatment train" to get rid of forever chemicals, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices 

George Walker, CEO of Neuberger Berman, spoke about the firm's art collection, alternative investments, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ...  Show more

Wharton finance professor Jeremy Siegel joins the show to discuss how Trump's tariff plans will affect the economy. <hr>

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Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Lea ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see t ...  Show more