This week on "You're in Business", Claudia Sahm provides the clearest answers yet on the Fed's independence. She is the chief economist at New Century Advisors and former Fed Section Chief. The health of the economy in the face of tariff uncertainty is finally showing in the data. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Show Open, Gold Prices 03:03 Fed’s View on XAU Rally06:58 China Tariff, Rare Earths08:59 Trump-Xi Talks and Deal10:59 US Inflation Data Impact13:27 New Way to Capture CPI16:48 Analysis of US Economy19:43 Will We Get a Recession?22:06 Sahm Rule 2025 & 202626:18 Here’s the Fed’s Dilemma32:30 Number of Fed Rate Cuts36:58 Motivation of Economist42:44 Reflecting on Fed Career ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #tariffs #inflation #economics

How are businesses navigating the dramatic tit-for-tat between the US and China? In this conversation, we take you through the global investment opportunity roadmap. Hazem Ben-Gacem is the CEO of BlueFive Capital. He formerly co-led Investcorp where he worked on deals including Tiffany and Gucci over three decades. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Policy Uncertainty 03:06 Next Cycle Coming for the US Dollar05:27 Analysis: $55 Billion Electronic Arts09:20 A Closer Look at Next Market Shock12:41 BlueFive Capital Plan for the Future15:56 Sector of Major Investment Interest19:53 Cross-Border Allocation Challenges23:33 How to Factor in US-China Tensions29:01 Dynamics of Private Equity Industry35:26 Abu Dhabi vs Riyadh vs Dubai Setup40:05 Tunisia is a Country of 11M Hustlers ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financepodcast #investing #privateequity

The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection. Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, AI Shift in New World02:27 Fed “Wizard of Oz” and Powerless05:05 Market Valuations, Better Earnings09:32 The Problem with Firms like NVIDIA11:56 How to Factor in Geopolitical Risks 16:25 Options Beyond the U.S. Treasuries 18:31 Damodaran’s View on China Stocks 23:17 New Opportunity Set in UAE, Saudi27:24 Key Country Risk Growth Dynamics30:13 Companies Are Getting THIS Wrong 34:02 Cultures in (GE), Microsoft and Intel40:07 Starbucks Still...Looking for Reboot42:42 Bitcoin (BTC) is NOT an Investment 45:15 The Biggest Worry for Microstrategy48:45 Best Advice for All Investors Today52:25 Regret Over Missing Out (i.e ROMO)---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets

In this episode, we get you the latest updates on Saudi investment opportunities. Most associate the Kingdom with being a source of capital abroad, but it's a huge national priority to get foreign investors onboard. We also examine the shifting weight of geopolitical risk in valuations. Mohammed Alsuwayed is the Founder and CEO of Razeen Capital. He was also an adviser at the Deputy Ministry for Strategic Planning. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Tariff Impact 02:35 Update on the Saudi Economy 05:31 Real Tests of Lower Oil Prices09:00 Geopolitical Risks Moving Up13:25 KSA Retail Investment Trends 17:33 Global vs Local Opportunities21:20 Fed Will Cut THIS Many Times 25:46 Saudi Property for Foreigners30:15 BTC, Cryptocurrency in Saudi 33:08 Razeen Capital, Methodology37:07 Starting New Business in KSA ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #saudiarabia #investing #stockmarkets

Today we examine the global economy with Professor Steve Hanke, tackling everything from Trump tariffs to gold’s record run and crypto’s risks. This is one of those conversations that makes you rethink how money actually works. Watch until the end…you’ll leave with insights you won’t find anywhere else. Steve H. Hanke is a Professor of Applied Economics and Founder of the Institute for Applied Economics at the Johns Hopkins University. Follow him on X (https://x.com/steve_hanke). ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Legality of Trump Tariffs02:39 Tariff Inflation Dynamics05:30 Posen's New Geography09:21 Money Supply M2 & M312:46 Firing of a Fed Governor16:58 Redesign Fed Mandates20:18 Gold Valuation Forecast23:41 Bitcoin and ETH Targets 28:47 Bonds, Stocks to Watch34:42 Hanke's Portfolio Today39:16 Other Nations' Currency43:28 Countries on Your Radar45:08 Inspirational Economist---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #inflation #investing #eurusd