A Near-Term Bottom in the AI Trade, Former Fed Vice Chair Clarida, Joby CEO on Production Expansion 12/18/25

Tech portfolio manager Dan Niles explains why there could soon be a near-term bottom in the weighed down AI trade. Then former Fed Vice Chair Richard Clarida reacts to the November CPI print and weighs in on the race for the next Fed chair. Plus, the CEO of Joby Aviation, on plans to double U.S. production by 2027 and expand its network of takeoff and landing sites known as “vertiports.” Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: Google Gemini announcing its latest AI model, aimed at improving speed for a fraction of the cost. Then one city in Arizona saying enough is enough when it comes to the data center buildout. Rejecting a proposal for a new build. The City’s mayor joins to explain. Then the Head of Barclays Tech Investment Banking gives her firm’s outlook for dealmaking as ‘Medline’ goes public in the biggest IPO of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former NEC Director Gary Cohn react to this week’s Fed decision and why he thinks the labor market will continue to get “squeezed.” Plus, what Disney’s new OpenAI partnership means for the stock. One of Wall Street’s top media analysts gives his instant reaction to comments from Bob Iger and Sam Altman, exclusively on CNBC. And what does Coca-Cola’s leadership announcement mean for the company’s strategy? We discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oakmark, the fourth largest Warner Brother Discovery shareholder joins to show to discuss the bidding war between Netflix and Paramount Skydance, which they say is far from over. Then could allowing Nvidia to export select chips to China actually slow down domestic advances in the region? That argument, this hour. Plus, Mastercard just out with its 2026 economic outlook. The findings, first on CNBC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Boeing reports orders and deliveries for the month of November. The numbers, this hour. Then crypto company ‘Twenty One Capital’ makes its NYSE debut after completing a SPAC merger. Founder and CEO Jack Mallers joins the show to break down the outlook. Plus, an exclusive with the CEOs of Fifth Third and Brex after announcing a new commercial partnership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking this hour: the NY Fed releasing new inflation expectations data and some new numbers surrounding the jobs market, showing improving sentiment. Then a former Netflix and Hulu executive weighs in on Paramount Skydance’s hostile bid for Warner Brothers Discovery. And new reports over the weekend saying another top Apple executive could be looking to leave. A look at Apple’s changing the leadership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following Netflix winning the bid for Warner Brothers Discovery’s studio and streaming assets, we look at the regulatory risks associated with the deal, with one guest saying the merger would be “a disaster for America.” Then the robotics industry catching the attention of the White House as the next industry it could look to supercharge. The CEO of Boston Dynamics joins us with more on the discussions with the administration. Plus, it’s being called ‘China’s Nvidia,’ surging more than 400% in its public debut. A look at rising foreign chip competition.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.