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, which could make or break market sentiment. Meanwhile, retail CEOs like Ralph Lauren’s Patrice Louvet and Gap’s Sonia Syngal will share their strategies for navigating the tariff landscape.
The AI Revolution Takes Center Stage
Artificial intelligence will be a hot topic, with investors clamoring for clear revenue and profit projections. Microsoft and Alphabet will showcase their high-powered AI chips, while Nvidia’s stock price will be under intense scrutiny. Leaders from OpenAI and Anthropic will also weigh in on the future of AI.
Crypto’s Moment in the Sun
The crypto industry will have a strong presence, led by Coinbase CEO Brian Armstrong. I’ll be watching for insights on the latest bitcoin volatility, MicroStrategy’s bitcoin buying spree, and the Trump administration’s stance on crypto.
Market Pros Weigh In
JPMorgan’s Mary Erdoes and economic experts like Nouriel Roubini will share their views on the market’s top-heavy landscape and potential red flags on the horizon.
The Political Wild Card
President-elect Donald Trump plans to send delegates to Davos, but who will attend and what they’ll say remains a mystery. One thing is certain: their presence could set the tone for US international relations in the days ahead.
Stay tuned for live updates from Davos, and catch all our market-moving interviews in real-time on our streaming platform. Don’t miss special episodes of the Opening Bid podcast, featuring exclusive insights from the world’s top CEOs and thought leaders.
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