Mark Halperin

speaker

23,809 appearances 90 recordings 4 series first heard Dec 2024 last heard 5d ago

Mark Halperin’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 50 in all, peaking in Aug 2026 with 11.

Appearances

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Next Up with Mark Halperin · How the 2026 Midterms Will ACTUALLY Unfold for Republicans · 17 Sep 2026 podcast

David, welcome. voice-verified

Thank you for being here. voice-verified

Congratulations on the book. voice-verified

Uh one or two on the on the news a day and then we're gonna just drill down into the book. voice-verified

Um interest rates go up as widely expected. voice-verified

The president not as n necessarily expected was pretty uh soft on Kevin Warsh and blamed it on the other governors. voice-verified

What is the current for a normal person, what is the significance of what happened yesterday, both on the actual uh interest raise and on the w the the relationship between the president and the Fed chair? voice-verified

I mean it's really just kind of the opposite normally President Trump of what normally happens. voice-verified

Normally he blames people when they don't deserve the blame. voice-verified

In this case, he absolves someone. voice-verified

Uh for whatever reason, uh may maybe he just dealt with the reality that the n number was gonna go up and he wants to keep uh the the the the notion and maybe the behind the scenes reality that he and Warsh and the Treasury Secretary can still do business. voice-verified

We could talk about this all day, but I want to move to one other topic and then the book. voice-verified

Um most of the AI conversation is about the technology, about the societal implications. voice-verified

And when the business story is discussed. voice-verified

It's typically discussed as uh what these companies are thinking about doing vis a vis the IPOs, what these companies are doing in terms of is there a bubble. voice-verified

I want you to focus on a different question, which is I s I saw the other day uh that um the the the the amount of profit they're gonna have to bring in to justify the capital expenditures they're engaged in is is unprecedented really. voice-verified

So how are investors like you, as sophisticated investors, viewing this just as a business, not as a a you know, planetary uh uh revolution uh if in in so many areas, but uh just as a business, uh how how do you see them? voice-verified

Are they good bet, bad bet? voice-verified

Yeah. voice-verified

Yeah, and they're gonna have to figure out when the cash isn't there, how they're gonna adjust their business models and their business plans. voice-verified

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