Here’s the next big investing theme in the Trump economy

Here’s the next big investing theme in the Trump economy

It could be a pressure cooker of a summer for the US economy, and not because of the warmer weather. Tariffs from the Trump administration don’t appear to be going anywhere anytime soon, forcing businesses to raise consumer prices and delay key projects. At the same time, the Federal Reserve is in no hurry to cut interest rates amid stagflation fears. Economic data has also weakened, with the latest evidence being the employment readings from the last three months. Yahoo Finance Executive EditorBrian Sozzi talks on the Opening Bid podcast with the deputy head of BlackRock’s portfolio management group, Mike Pyle. Pyle has spent considerable time in top economic adviser roles in the White House administrations of both Biden and Obama. Before rejoining BlackRock in the fall of 2024, Pyle led former President Joe Biden’s international economic policy efforts. He was Biden’s ‘sherpa', leading key economic negotiations with the G7, G20, and APEC. Pyle reveals his latest outlooks on the economy and markets with Sozzi and his biggest concerns as Trump tariffs begin to take root inside corporate America. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights. Drawing on decades of trading floor experience, we empower you to navigate market volatility and keep your portfolio from getting burned. Watch more episodes of Trader Talk at https://finance.yahoo.com/videos/series/trader-talk/. Thoughts? Questions? Fan mail? Please email us at tradertalk@yahooinc.com. Yahoo Finance’s Trader Talk is hosted by Kenny Polcari and produced by Langston Sessoms. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(252)

From near bankruptcy to a $1B deal in just 40 days

From near bankruptcy to a $1B deal in just 40 days

From an entrepreneur to trying to reinvent a claim to fame to win in the era of artificial intelligence. This is where we find Ring's chief inventor, Jamie Siminoff. Siminoff founded Ring in 2013, whi...

9 Feb 24min

Klaus Schwab on Davos, power and why trust is breaking down

Klaus Schwab on Davos, power and why trust is breaking down

Reflecting on decades of work to make the world a better place. That is where Yahoo Finance Executive Editor Brian Sozzi finds World Economic Forum (WEF) founder Dr. Klaus Schwab, who just published a...

5 Feb 27min

This startup is publishing 3,000 AI podcasts a week - on purpose

This startup is publishing 3,000 AI podcasts a week - on purpose

Artificial intelligence is having profound impacts on Corporate America. But it’s also beginning to impact how humans create content and interact with it. It’s hard to imagine this impact doesn’t inte...

2 Feb 27min

The billion-dollar race to fix America’s sleep crisis

The billion-dollar race to fix America’s sleep crisis

The business of sleep has gone well beyond hawking mattresses, pillows, and bedframes. And it’s with good reason that seemingly everyone is analyzing their sleep data on various hardware devices. Roug...

29 Jan 23min

Why Bill Gurley says AI investing is becoming crowded

Why Bill Gurley says AI investing is becoming crowded

One of the most prolific venture capitalists of the past 20 years is looking to share some wisdom to the next generation of investors and job seekers. Benchmark general partner Bill Gurley is seen as ...

26 Jan 26min

Bilt CEO says your rent isn't building your future

Bilt CEO says your rent isn't building your future

Bilt is entering its next chapter. As the payments and rewards platform for over 70% of the top rental companies nationwide, Bilt is now eyeing several new product launches to kick off 2026. The compa...

20 Jan 24min

Patrick McEnroe on competition beyond the court

Patrick McEnroe on competition beyond the court

From the tennis court to the broadcast booth. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with former professional tennis player Patrick McEnroe. McEnroe...

14 Jan 28min

Everyone’s watching tech but the next big deals may be industrial

Everyone’s watching tech but the next big deals may be industrial

There are dealmakers on Wall Street, and then there are the teams at Perella Weinberg. If you have a big deal to get done as a CEO, this is one of your first stops on the Street to try and make it hap...

12 Jan 24min

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