The Ultimate Insider’s Guide to Davos 2025
As the world’s elite gather in Davos, Switzerland, for the annual World Economic Forum, I’m gearing up for a whirlwind week of high-stakes meetings, interviews, and insights. This year’s event promises to be more pivotal than ever, with the newly minted president set to make waves with executive orders that could impact global markets.
The CEOs in the Hot Seat
Big bank CEOs, including Jamie Dimon, Brian Moynihan, and David Solomon, will be grilled on their outlook on interest rates, a crucial factor in market sentiment. Meanwhile, retail CEOs like Ralph Lauren’s Patrice Louvet and Gap’s Sonia Syngal will face questions on tariffs and supply chain strategies.
The AI Revolution Takes Center Stage
Artificial intelligence will dominate discussions, with investors seeking clear revenue and profit lines. Microsoft and Alphabet will showcase their AI chip developments, while Nvidia’s stock price will be under intense scrutiny. OpenAI and Anthropic leaders will share their thoughts on the future of AI chips.
Crypto’s Moment in the Spotlight
Coinbase CEO Brian Armstrong will lead the crypto delegation, addressing the recent bitcoin volatility, MicroStrategy’s bitcoin buying spree, and the Trump administration’s stance on crypto. The new Trump coin, which briefly surpassed DOGE as the largest meme coin, will also be a hot topic.
Market Pros Weigh In
JPMorgan’s Mary Erdoes and economic experts like Nouriel Roubini will share their insights on market red flags and potential risks. Their warnings may carry more weight given the current market volatility and Trump policy uncertainty.
The Political Wild Card
President-elect Donald Trump’s delegates will attend Davos, but who will represent him remains a mystery. Trump himself is set to deliver a remote speech on Thursday, which could set the tone for US international relations. The presence of Trump’s team could lead to market-moving headlines, especially if they attempt to explain policies that may harm foreign economies.
Stay ahead of the curve with our exclusive coverage of Davos 2025. Bookmark our “streaming now” section for real-time interviews and insights from the world’s top CEOs and thought leaders.
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