Tariff Risks Rising, Investors Unphased, Big ...

Markets grapple with a sharp rotation as Nvidia and megacap tech pull back while oil surges and yields climb, fueling inflation concerns and volatility. Plus, investors weigh whether this selloff creates new buying opportunities in AI leaders. And later, geopolitical tensions and ...  Show more

Markets face rising volatility as oil shocks and geopolitics fuel inflation concerns. Plus, IPO hype sparks investor FOMO while AI reshapes tech and software valuations. And later, broader risks add pressure to the outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswiz ...  Show more

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  Show more

The Global South isn’t standing still as tariffs and uncertainty roil financial markets and business plans. Aparna Bharadwaj, leader of BCG’s Global Advantage practice, explains how these nations are forming smart partnerships and moving from low-cost production to innovation-pow ...  Show more

In 1992, Canada, Mexico, and the U.S. signed NAFTA, the North American Free Trade Agreement, and the global business landscape began transforming. Pankaj Ghemawat, a professor at NYU’s Stern School of Business, studies how companies have adjusted their strategies to that disrupti ...  Show more

Global markets, including the US, have been quietly calm, although there have been warning signs of looming risks and uncertainty after Donald Trump’s “liberation day” tariffs announcement. What’s behind such market “silence”? Roger Hearing hears from Gillian Tett, the chair of t ...  Show more