Episode description

White House aid Peter Navarro weighs in what’s next for trade policy and tariffs. Vital Knowledge Founder Adam Crisafulli and Calamos Investment Management Co-CIO Michael Grant break down volatile markets. IBM CEO Arvind Krishna joins exclusively to discuss AI innovation and enterprise demand. Yale School of Management Senior Associate Dean Jeffrey Sonnenfeld on CEO sentiment and the business impact of Trump’s policies. Plus, Moody’s Analytics Chief Economist Mark Zandi on recession odds, JOLTS data, and the CPI preview.