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What Economy Are We Living In? Our Reporters Talk It Out.
What Economy Are We Living In? Our Reporters Talk It Out.

Wall Street Journal

time6 days ago

  • Business
  • Wall Street Journal

What Economy Are We Living In? Our Reporters Talk It Out.

Gunjan Banerji: So, the economy feels really confusing right now. Stocks are back at records, and a lot of investors I chat with have warmed to the idea that tariffs won't be as painful as many thought. Maybe the U.S. economy can avoid a recession. But some of the recent data has people questioning that again. Rachel, what do you think? Is the economy still strong, or are we starting to lose steam?

How to Navigate an AI Bull Market, With Tech Investor Imran Khan - WSJ's Take On the Week
How to Navigate an AI Bull Market, With Tech Investor Imran Khan - WSJ's Take On the Week

Wall Street Journal

time27-07-2025

  • Business
  • Wall Street Journal

How to Navigate an AI Bull Market, With Tech Investor Imran Khan - WSJ's Take On the Week

In this week's episode of WSJ's Take On the Week, hosts Gunjan Banerji and Telis Demos start the show by digging into the meme-stock mania surrounding OpenDoor, Krispy Kreme and Kohl's, and how the factors driving this are different from 2021. Then they get into President Trump's latest trade deal with Japan and how it's showing up in auto-sector trades. Plus, some economic talk ahead of the Federal Reserve's meeting this week to discuss interest rates, and the release of the latest jobs report. Later in the show, Imran Khan, founder and chief investment officer of Proem Asset Management, joins Gunjan to talk about the AI trade surrounding companies like Nvidia, Meta and Alphabet. Plus, Khan chats about how AI enthusiasm is driving market speculation, herd thinking in markets, and the value of private-market investments like OpenAI. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@ To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or thevideo page of Further Reading: Kohl's and Opendoor Headline a New Class of Meme Stocks With Hectic Trading in Krispy Kreme and OpenDoor, Stocks Head for a Meme Reversion Trump's New Trade Standard Takes Shape With 15% Tariff Deal How Nvidia Became the World's First $4 Trillion Company For more coverage of the markets and your investments, head to WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.

Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI - WSJ's Take On the Week
Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI - WSJ's Take On the Week

Wall Street Journal

time19-07-2025

  • Business
  • Wall Street Journal

Chicago Fed President Austan Goolsbee On Tariffs, Inflation and AI - WSJ's Take On the Week

In this week's episode of WSJ's Take On the Week, hosts Gunjan Banerji and Telis Demos are joined by Austan Goolsbee, president of the Federal Reserve Bank of Chicago and voting member of the 2025 FOMC Committee, to discuss the economy, inflation, tariffs, escalating trade wars and the Federal Reserve's approach to monetary policy. Goolsbee explains how the economic conditions and the Fed's dual mandate of stable prices and maximum employment plays into his decision making on cutting interest rates. Plus, he discusses the potential for AI to drive long-term productivity gains but cautions against the risk of an "exuberance bubble" similar to the dot-com era. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@ To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of Further Reading Latest Tariff Threats Could Delay Rate Cuts, Chicago Fed's Goolsbee Says For more coverage of the markets and your investments, head to WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.

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