King Trump and the Bubble Economy

Can a generous welfare state and large-scale immigration coexist? Fresh research says it depends on who arrives and what kind of welfare state they arrive in. In the UK, an average migrant couple needs a primary earner in the 55th percentile to pay their way. In Germany, it's the ...  Show more

Trump and Xi sit down in Washington today, but the real story is how China actually built its economic juggernaut. China expert Yanmei Xie breaks down the "catfish in the sardine tank" strategy behind China's EV dominance, why Chinese carmakers compete profit margins down to 3-4% ...  Show more

Bloomberg's Caroline Hyde and Ed Ludlow break down tech stocks jumping on cooling inflation, though Citi strategists still see risks of a sell-off. Plus, Elon Musk pitches himself as government spending tzar in an hours-long, glitchy Spaces on X with Former President Trump.See om ...  Show more

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Google’s $25 billion data cen ...  Show more

What if the AI investment boom goes wrong? Host Carmel Crimmins and Reuters editor-at-large Mike Dolan reconvene to look at the real-world impact of the dash for artificial intelligence and the role national security is playing in the multi-billion dollar spending spree. Sign up ...  Show more

Lots of sensational headlines this week on the risks to stocks with technology names being labeled the 'Big Tech Hype'.

So should investors be worried or are the tech stocks just trading at a fair valuation?

Join us for an episode that promises not only to ...