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U.S. stocks climb as European Union negotiates trade deal. Plus: AT&T gains more wireless and internet subscribers than expected. Hilton Worldwide posts better-than-projected results. Earnings forecast for Texas Instruments disappoints analysts. And Google parent Alphabet’s stock takes a hit after earnings report. Charlotte Gartenberg hosts.
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Find out who our gold, silver, and bronze winners are this week. We'll take a look at earnings from General Motors, Intuitive Surgical, and Enphase Energy, and we will also discuss the recent tariff deal struck between the US and Japan.
Companies mentioned: GM, ISRG, ENPH
Host: Travis Hoium
Guests: Lou Whiteman, Matt Frankel
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Ravi kicks off the show with the latest update in the Epstein scandal — a resurfaced birthday letter allegedly sent from Donald Trump to Jeffrey Epstein. He unpacks the implications of Trump's denial, the GOP's strategic calls to "release the list," and what's really at stake in the fight over grand jury testimony. From there, he turns to Trump's latest attacks on Obama, FEMA, and the U.S. dollar, connecting the dots between the President's social media meltdowns, a hollowed-out disaster response agency, and the economic fallout of chaotic trade policy.
Carter Sherman then joins the show to talk about her new book, The Second Coming: Sex and the Next Generation’s Fight Over Its Future, which explores Gen Z’s shifting attitudes toward sex, porn, dating apps, and sexual education. Ravi and Carter discuss how digital culture, incel ideologies, and the collapse of comprehensive sex ed are shaping the next generation’s understanding of intimacy and power.
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Leave us a voicemail with your thoughts on the show! 321-200-0570
Demis Hassabis is the CEO of Google DeepMind and Nobel Prize winner for his groundbreaking work in protein structure prediction using AI.
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OUTLINE:
(00:00) – Introduction
(00:29) – Sponsors, Comments, and Reflections
(08:40) – Learnable patterns in nature
(12:22) – Computation and P vs NP
(21:00) – Veo 3 and understanding reality
(25:24) – Video games
(37:26) – AlphaEvolve
(43:27) – AI research
(47:51) – Simulating a biological organism
(52:34) – Origin of life
(58:49) – Path to AGI
(1:09:35) – Scaling laws
(1:12:51) – Compute
(1:15:38) – Future of energy
(1:19:34) – Human nature
(1:24:28) – Google and the race to AGI
(1:42:27) – Competition and AI talent
(1:49:01) – Future of programming
(1:55:27) – John von Neumann
(2:04:41) – p(doom)
(2:09:24) – Humanity
(2:12:30) – Consciousness and quantum computation
(2:18:40) – David Foster Wallace
(2:25:54) – Education and research
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Jamie Dimon, the cautious head of JPMorgan Chase, has consistently warned that private credit, the hottest trend on Wall Street, could trigger a financial blowup. So why is America’s biggest bank pouring money into it? WSJ’s Alexander Saeedy explains JPMorgan’s strategy and why you should care. Annie Minoff hosts.
Further Listening:
- JP Morgan CEO Jamie Dimon on What’s Next for the Economy
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President Trump announced a trade deal with Japan that will impose 15% tariffs on imports. Wall Street is happy, but it could put the United States in an awkward position as the Trump administration continues to seek other deals. Sabri Ben-Achour explains. Also, the federal government is leading a major deregulatory crusade. And they want your input. Plus, quilts and blooming plants make us smile.
Here’s everything we talked about today:
Listener Jen’s quilting Instagram
We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.