Bring in Rashir Chararma, Rockefeller International chairman, founder and chief investment officer of Breakout Capital, fresh off this new piece in the FT today titled America is now one big bet on AI rashier. Um, provocative piece although I over the weekend Washington Post pointed out that GDP gets more contribution now from AI capex than all the spending by all the consumers in the country. That's exactly what I've said in this piece uh Carl which is that if you just look at the AI spend that alone accou ...

Day six of the government shutdown with no movement over the weekend. Our next guest says if negotiations continue to go nowhere, then perhaps layoffs will begin. Joining us now, White House National Economic Council Director uh Kevin Hasset.Uh Kevin, always good to see you. You too, Joe. Where are we.I I'm I don't believe this goes much longer. I could be wrong, but um it's pretty clear that that uh the Democrats don't have a a winning hand here and they're going to slough off another five uh near term. I ...

Right now though, let's get a little more reaction to this latest economic data with Henry McVey. He's KKR's balance sheet CIO. And Henry, it's been a while since we've seen you.Thanks for coming in. >> It's great to be here. >> Let's talk.I know you're just coming back from Asia and I want to talk about that, but first let's focus on what's happening here in the United States. What did you think of these numbers. Um, better than anticipated on many levels.I >> I think they uh really justify what we've been ...