Key Takeaways
- Podcast hosts discuss proposal to switch Christmas and Valentine's Day.
- President Trump's 2025 economic agenda included new tax cuts and tariffs.
- AI race was 2025's top story; 2026 focuses on profitability and financing.
- New policies on tariffs, EVs, and food significantly altered 2025 business operations.
Deep Dive
- Host Ryan Knutson proposed swapping the dates of Christmas and Valentine's Day.
- Knutson argued the fall calendar is too crowded with holidays.
- The aim of the proposal is to bring more cheer to the winter months.
- Co-host Jessica Mendoza agreed with the concept but questioned its implementation.
- Damian Paletta, Washington Coverage Chief, discussed President Trump's 2025 economic agenda.
- Key aspects of the agenda included new tax cuts and tariffs.
- The Supreme Court is currently reviewing presidential tariff powers.
- Technology and media editor Sarah Krauss identified the AI race as the biggest story of 2025, detailing competition for talent, safety concerns, investments, and a potential AI bubble.
- For 2026, Krauss anticipates the focus will shift to AI profitability, US-China competition, and infrastructure development.
- Financial editor Amol Sharma highlighted that financing the AI arms race and the potential for an AI bubble will be major focuses for 2026.
- Sharma outlined concerns about market jitters, increased cost of capital for AI companies, and the impact on AI build-out momentum.
- Corporate editor Kate Leimbaugh stated that 2025 policies on tariffs, electric vehicles, and food fundamentally changed business operations.
- These foundational shifts to the global economy are expected to continue impacting profits, businesses, jobs, and the overall economy.
- Leimbaugh will monitor how AI influences business and the workplace, and whether tariff policies will lead to job returns to America or job displacement by robots.