President Trump in Control in First State of the Union
Erin Delmore, senior political correspondent for Bustle, discusses President Trump's first State of the Union Address. We dig into some of his claims and how they compare to speeches he has given in the past.
We discuss President Trump's rhetoric regarding African Americans where he boasted unemployment for the demo is the lowest ever. Delmore also weighs in on the manner in which President Trump delivered the address, noting his slow pace and controlled delivery throughout. The president from last night stands in sharp contrast with the president we often see on Twitter, says Delmore.
Chris Versace, CIO at Tematica Research, joins to discuss earnings season trends, Flash PMI signals, Walmart’s strategy updates, and Nike’s evolving outlook.
Andrew Nusca, Editorial Director at Fortune, dives into WhatsApp’s first-ever ads rollout —and how Meta’s ad push intensifies its showdown with OpenAI.
Ben Geman, Energy Reporter at Axios, joins to discuss the latest Middle East tensions, Brent crude price swings, and why gas prices aren’t falling with oil.
Al Root, Associate Editor at Barron's, joins to discuss Tesla’s robotaxis going live in Texas—what it means for autonomy, safety, and the EV race ahead.
Dena Jalbert, M&A expert and CEO of Align Business Advisory Services, on the state of U.S. M&A: deals worth $1–$10 billion (including debt) are surging.
Jeremy Jansen, Head of Supply Chain at Wells Fargo, unpacks the ongoing trade talks between the United States and China as consumers still wonder about tariffs.