Former CEA Chair Jason Furman, Google’s New Coding Deal, Geopolitical Risk as a Buying Opportunity 12/4/25

Former CEA Chair Jason Furman argues why the Fed should not cut rates at next week’s meeting, despite his expectation they will do so. Then, Google announcing a new deal in the AI coding space. CNBC breaks the news. Plus, are Geopolitical risks a buying opportunity? Goldman Sachs argues just that as tensions between the U.S. and China further escalates. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stifel warns of a market pullback over the next several months. Why they think the S&P 500 can fall to 6,350. Then a former OpenAI Exec. weighs in on competition concerns from Google. Plus, Microsoft pushes back on a report they are lowering AI software sales targets. And the CEO of Williams, which handles a third of all natural gas in the U.S., breaks down how AI is impacting prices heading into an already cold winter. 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: Amazon announcing new AI chips and models from its re:Invent conference in Las Vegas. Then, Costco sues the Trump administration seeking a tariff refund. More on the timing of that suit and how it relates to the upcoming Supreme Court decision. Plus, Guggenheim lays out its M&A playbook for the next year and how AI is changing the deal environment. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former Nasdaq CEO Bob Greifeld weighs in on concerns over an AI Bubble, plus whether the drop in bitcoin should be taken as a market indicator. Then ChatGPT turns three. A look at its rise from disruptor to incumbent and what it means for the competition. And will the S&P 500 rally to 8K by the end of 2026? Deutsche Banks lays out the case. 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.

New reports say Meta is in talks with Alphabet to use Google’s AI chips in its data centers. Another catalyst for the company which is gaining traction in the AI trade. Then growing chances of a December rate cut. How comments from Fed officials are changing market sentiment. And Nvidia pushing back against claims of a shorter shelf life for its chips. A look at a private memo sent to wall street analysts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new all-time high for Alphabet. How the stock is benefiting from the AI trade and what it means for the competition. Then the CEO of Tanger has a read on the consumer ahead of the holiday shopping season. Plus, Novo Nordisk shares fall following new trial data related to an Alzheimer's drug, while Eli Lilly tops a $1 trillion market cap. Citi breaks down what stocks to own. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SEC Commissioner Mark Uyeda weighs in on the proposal to let 401(k) plans invest in private assets. Then the U.S. CEO of trading platform Webull reacts to quarterly results and how the recent spike in volatility and drop in bitcoin is impacting business. And the CEO of AI chipmaker Cerebras on President Trump’s executive order allowing the sale of the most advanced AI chips to the UAE and Saudi Arabia. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia and the rest of the market fail to hold on to post-earnings gains. Morgan Stanley lays out how they are thinking about the stock. Then the CEO of Liberty Media. His first broadcast interview since taking the job almost a year ago. Liberty Media owns and invests in several media, entertainment and sports assets - including Formula 1, MotoGP, and Live Nation. And the CEO of Fanatics, Michael Rubin. Breaking the news the company is going to get into prediction markets in the next few weeks.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.