The Big 2025 Economy Forecast: AI and Big Tech, Nuclear’s Renaissance, Trump vs. China, and What’s Eating Europe?

The Big 2025 Economy Forecast: AI and Big Tech, Nuclear’s Renaissance, Trump vs. China, and What’s Eating Europe?

Happy new year! And what better way to celebrate the freshly torn calendar page than by welcoming one of Derek's favorite writers to the show to tell us what's in store for the 2025 economy. Michael Cembalest is the chairman of market and investment strategy for JPMorgan Asset Management, and the author of the truly spectacular newsletter, 'Eye on the Market.' Today, we start with stocks and describe the truly historic—and historically unprecedented—dominance of the so-called Mag-7 tech giants. Then, we draw the connection between Big Tech’s historic run and the surge of AI spending. After a discussion on the history and future of nuclear power in America, we do a pit stop on the European economy, where we evaluate the continent’s tradeoff between safety and growth, and move on to China to disentangle that economy’s slowdown. Finally, we connect it all back to a Trump agenda that is a fascinating brew of old-fashioned Reaganite deregulation, newfangled crypto enthusiasm, mid-19th century tariff obsession, mid-20th century industrialization policy, and ... a bunch of other ingredients that I think I’ll just let Michael tell you about. If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guest: Michael Cembalest Producer: Devon Baroldi Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(348)

Are GLP-1 Drugs "the Greatest Medical Breakthrough of the 21st Century"?

Are GLP-1 Drugs "the Greatest Medical Breakthrough of the 21st Century"?

In the past few years, we've learned that GLP-1 drugs don’t just help with diabetes or increase people’s feelings of fullness to help them lose weight. They have broad effects on substance abuse and b...

31 Tammi 20251h 2min

Tech Talk: AI Supremacy, TikTok’s Fate, and Crypto Decadence

Tech Talk: AI Supremacy, TikTok’s Fate, and Crypto Decadence

Today, tech talk with an old friend of the pod, Kevin Roose of The New York Times, who is also host of the 'Hard Fork' podcast. This is a show about everything. And it’s going to remain a show about ...

24 Tammi 20251h 2min

Plain History Volume 1: Who Killed President James Garfield?

Plain History Volume 1: Who Killed President James Garfield?

This is the first episode of a little experiment we’re trying this year, a podcast within a podcast on history that we’re calling, simply enough, 'Plain History.' There are, I am well aware, a great n...

21 Tammi 202558min

What's the Truth About Alcohol, Cancer, and Your Health?

What's the Truth About Alcohol, Cancer, and Your Health?

Today's episode has been a long time coming. For years, more scientists and health influencers have claimed that even moderate drinking does serious damage to one's health. As someone who likes being ...

17 Tammi 202539min

The L.A. Fires: How They Happened, Climate Change’s Role, and What the City Must Do Now

The L.A. Fires: How They Happened, Climate Change’s Role, and What the City Must Do Now

With so many confusing narratives unfolding around a fire that is still raging out of control, I wanted to talk to somebody I knew and trusted to get stories like this right. Robinson Meyer is the fou...

14 Tammi 20251h 4min

‘The Anti-Social Century’: America’s Epidemic of Solitude—and How to Fix It

‘The Anti-Social Century’: America’s Epidemic of Solitude—and How to Fix It

My new feature for The Atlantic magazine is called "The Anti-Social Century." It's a long article that revolves around a simple point: Americans are now spending more time alone than ever. This surgin...

10 Tammi 20251h 10min

The Year's Biggest Breakthroughs in Science and Tech (Feat.: OK, But Seriously, What Is Quantum Computing?)

The Year's Biggest Breakthroughs in Science and Tech (Feat.: OK, But Seriously, What Is Quantum Computing?)

Our final episode of the year is also my favorite annual tradition: conversations with scientists about the most important and, often, just plain mind-blowing breakthroughs of the previous 12 months. ...

31 Joulu 20241h 16min

Suosittua kategoriassa Politiikka ja uutiset

aikalisa
rss-ootsa-kuullut-tasta
tervo-halme
ootsa-kuullut-tasta-2
politiikan-puskaradio
viisupodi
et-sa-noin-voi-sanoo-esittaa
otetaan-yhdet
rss-vaalirankkurit-podcast
rss-asiastudio
rss-podme-livebox
the-ulkopolitist
rss-kaikki-uusiksi
rss-tekkipodi
io-techin-tekniikkapodcast
rikosmyytit
rss-mina-ukkola
rss-fingo-podcast
rss-hyvaa-huomenta-bryssel
rss-kuka-mina-olen