Starcast
Join the waitlist
Closing Bell Overtime Data Centers, AI Spending and Higher Rates 10/7/26
Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.
On this episode
About this episode
Citi Wealth CIO Kate Moore explains why she remains pro-growth and pro-risk into year-end even as higher rates, inflation and geopolitical risks keep volatility elevated. Walker & Dunlop CEO Willy Walker discusses the data center boom, commercial real estate and whether local opposition could slow America’s AI buildout. KKR’s Henry McVey shares lessons from his recent global tour and makes the case that the investment cycle is becoming broader, more durable and potentially more inflationary as AI competes with defense, infrastructure and energy for capital. Telsey Advisory Group CEO Dana Telsey reacts to Levi Strauss earnings and what they reveal about the consumer. Meantime, Eamon Javers…