AI Replacing Humans, Tariffs Hurting American...

Welcome back to All Things Markets — Today, Mike Novogratz and I are ripping into the big stuff: tariffs getting struck down, a potential $56 trillion national debt, and whether the bond market is just calmly whistling past the fiscal graveyard. Mike and I debate Fed cuts, the AI ...  Show more

Peter Caddick-Adams is a lecturer in military history and current defense issues at the UK Defence Academy. He is the author of Monte Cassino: Ten Armies in Hell and Monty and Rommel: Parallel Lives. He holds the rank of major in the British Territorial Army and has served with U ...  Show more

Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their convers ...  Show more

The GM plant in Janesville, Wisconsin, closed during the financial crisis in 2008, ending decades of production – and 3,000 steady, highly paid jobs. Journalist Amy Goldstein wrote about the town as the plant’s workers hurried to make new lives. Her book, ‘Janesville: An Ameri ...

Jim's guest this week on The CMO Podcast is Elizabeth Rutledge, the Chief Marketing Officer of American Express. Elizabeth is a unique CMO–she has been at AmEx for her entire career of 35 years, and she has been CMO for seven of those years. AmEx’s stock was about $4 when Eliz ...

In this episode, we dive into the hard truth about why exits in MENA are so challenging, the role of tariffs in protecting domestic production, and how bad actors have tarnished the reputation of an entire industry. Sky also gives us a masterclass on navigating capital markets, w ...  Show more