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cover of episode Goldman Sachs CEO David Solomon & Facebook Co-Founder Chris Hughes 4/22/25

Goldman Sachs CEO David Solomon & Facebook Co-Founder Chris Hughes 4/22/25

2025/4/22
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Squawk Pod

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People
A
Andrew Ross Sorkin
美国知名金融记者和作家,担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
B
Becky Quick
以其财经新闻专长和独特采访风格而闻名的CNBC电视记者和新闻主播。
C
Cameron Costa
C
Chris Hughes
D
David Solomon
J
Joe Kernan
Topics
Cameron Costa: 当前的市场波动源于美国贸易政策的不确定性,这导致了"卖空美国"的交易行为。市场往往对事件反应过度,但目前的情况并非危机。 Becky Quick: 解决贸易争端并采取其他措施是稳定市场的最佳途径。 Joe Kernan: 哈佛大学起诉特朗普政府冻结拨款的行为违反了第一修正案。特朗普政府冻结哈佛大学拨款的真正目的是为了改变哈佛大学的结构和人员构成。常青藤盟校等高等院校存在问题,需要改进。特朗普政府冻结大学资金的做法可能会损害美国的创新能力。解决问题应采取更有效的方式,避免破坏性措施。 Andrew Ross Sorkin: 奥斯卡颁奖典礼对电影中使用人工智能技术的指导方针。美国联邦贸易委员会起诉优步公司提供误导性信息。企业捐款并非为了获得政治回报。 David Solomon: 当前宏观经济环境与几个月前大相径庭。贸易政策的不确定性对资产价格和市场产生重大影响。不确定性导致企业和个人推迟投资决策。贸易政策实施的延迟增加了不确定性。美国的投资优势不会在一夜之间消失,但政策不确定性会产生长期影响。市场短期内反应过度,但长期来看会消化宏观环境的变化。贸易政策改变了对未来经济增长的预期。美联储可能需要应对经济放缓和通胀压力之间的矛盾。资本市场活动放缓,但并非完全停止。贸易谈判需要制定优先事项并逐一进行。市场运行良好,但需要关注国债市场。当前市场状况并非危机。本届政府与商业界的互动有所改善。我对美国经济的长期前景持乐观态度。企业首席执行官们希望获得更多关于政策的确定性。政策不确定性对经济增长有害。

Deep Dive

Chapters
This chapter analyzes the recent market volatility, considering factors such as President Trump's attacks on Fed Chair Powell, the weakening dollar, and record gold prices. Experts discuss whether this volatility signals a crisis or is a temporary overreaction.
  • Market volatility due to uncertainty in trade policy and the economy.
  • Concerns over President Trump's attacks on Fed Chair Powell.
  • Weakening dollar and record gold prices.
  • Experts suggest the situation isn't a crisis, but a period of uncertainty.

Shownotes Transcript

President Trump intensified attacks on Federal Reserve chair Jerome Powell, fueling market volatility and concerns over the central bank’s independence. At the Chevron Leadership Initiative's CoMission Champions of Women in Sports event, Becky Quick sits down with Goldman Sachs CEO David Solomon to discuss market volatility, trade policy, economic uncertainty, and investing in women’s sports. Facebook co-founder and chair of the Economic Security Project Chris Hughes is out with a new book, “Marketcrafters.” Hughes discusses Fed independence and the future of capitalism. Plus, Harvard is suing the Trump administration), the Academy Awards set new AI rules, and the FTC is suing Uber) over premium billing.

 

Chris Hughes - 15:43

David Solomon - 26:53

 

In this episode:

Chris Hughes, @chrishuges)

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Cameron Costa, @CameronCostaNY)