Podcast
Yahoo Finance, Davos: The World Economic Forum
Hosted by Yahoo Finance · EN
Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.
Full coverage January 2025
10episodes
Episodes
Newest firstAll episodes
HP CEO on AI and the future of work
Jan 23, 202500:10:12Tap to summarizeHP Inc. CEO Enrique Lores spoke with Yahoo Finance at the World Economic Forum in Davos, detailing how AI is shaping the company’s products and the future of work. Lores called AI's impact on the future of work "a radical change", discussing how AI-powered PCs, printers, and conferencing systems are set to transform workflows and improve productivity. He also addressed the challenges of global supply chains, particularly tariffs, noting that HP has diversified manufacturing to reduce reliance on China. Lores emphasized that AI’s potential for cost savings, security, and efficiency is already having a significant impact, with AI printers hitting the market by the end of this year.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →Stifel CEO says 'Unleashing' the US economy is key to solve the deficit
Jan 23, 202500:10:05Tap to summarizeStifel Financial (SF) CEO Ron Kruszewski and Yahoo Finance Executive Editor Brian Sozzi at the 2025 World Economic Forum in Davos, Switzerland, to talk about the macro issues impacting the investment banking firm, including geopolitical tensions and the growing US deficit.Kruszewski says that tensions between the US and other global powers impact Stifel. "Anything that impacts global flows impacts US flows, and as a financial institution, we're at the fulcrum between savers and people who need capital. We don't want to see those tensions."The CEO raises some macroeconomic concerns about the growing US debt. "We are the reserve currency of the world. That has a huge advantage. However, we should never take that for granted, and so that's the other warning, you have got to be careful, is that we don't just believe we can print money forever,""This is about unleashing the economic activity primarily in the United States, and growth always trumps these concerns [about the national deficit]."Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com
Transcribe →Honeywell CEO outlines his strategy to transform the business
Jan 23, 202500:11:53Tap to summarizeHoneywell (HON) CEO Vimal Kapur sits down with Yahoo Finance Executive Editor Brian Sozzi at the 2025 World Economic Forum in Davos, Switzerland. Kapur discusses navigating running the company as it has been in the headlines amid activist investor pressure, spinning off its chemical segment, and its business structure."The biggest change I'm driving is how we make it a growth-oriented company, and part of that is how we transform our portfolio so that it naturally pivots toward end market products, which are growth-oriented, but also change our own capabilities on new product development innovation," Kapur tells Yahoo Finance.Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com
Transcribe →HPE CEO Antonio Neri on AI's Future and Infrastructure Leadership
Jan 23, 202500:11:00Tap to summarizeAt the World Economic Forum in Davos, Yahoo Finance interviewed Hewlett Packard Enterprise (HPE) CEO Antonio Neri about the rapid advancements in AI and the company's critical role in technological innovation. Neri highlights the fast pace of AI development, from foundational models like ChatGPT to emerging technologies focused on reasoning and workflow orchestration. He emphasizes the importance of trust, governance, and ethical principles in deploying AI, advocating for strong governance frameworks and a culture of responsibility.Neri outlines HPE's contributions to AI infrastructure, including its energy-efficient liquid cooling technology, the El Capitan supercomputer, and partnerships with enterprises and NVIDIA. While acknowledging the potential of AI to transform industries, Neri cautions against the hype and underscores the importance of responsible deployment. Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →Carlyle Group Co-Founder and Baltimore Orioles owner on President Trump's return to the White House, MLB
Jan 22, 202500:12:22Tap to summarizeThe Carlyle Group (CG) co-founder David Rubenstein and Yahoo Finance Executive Editor Brian Sozzi sit down at the 2025 World Economic Forum in Davos, Switzerland, to discuss everything the US President Donald Trump's return to the White House to the MLB, and current market landscape."I think most business executives are reasonably optimistic. There may be some that aren't, but basically, new administrations always produce some optimism," Rubenstein says. He adds that in the business world, this optimism is driven by expectations of less antitrust regulation, less Securities and Exchange Commission (SEC) enforcement, and more crypto-friendly policies under the Trump administration.Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →Cisco CEO highlights the future of business amid AI innovation and political shifts
Jan 22, 202500:07:50Tap to summarizeFrom the World Economic Forum in Davos, Cisco CEO Chuck Robbins offers a comprehensive look at how businesses are adapting to a rapidly changing global landscape. In an engaging discussion, Robbins reflects on the impact of U.S. tax reforms and regulatory changes, while also addressing the challenges posed by rising deficits and trade tensions, particularly with China. He dives into Cisco’s role in driving AI innovation, from providing the infrastructure behind next-gen AI applications to securing the future of digital networks. With a keen eye on both the geopolitical landscape and technological advancements, Robbins highlights how businesses can thrive by embracing growth while navigating political complexities.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →Revitalizing Gap Inc.: CEO Richard Dickson on Global Strategy and Turnaround Efforts
Jan 22, 202500:10:58Tap to summarizeLive from the 2025 World Economic Forum in Davos, Switzerland, Gap Inc. CEO Richard Dickson outlines the company’s turnaround strategy and global outlook. Key efforts include stabilizing operations, improving margins, and revitalizing brands (Gap, Old Navy, Athleta, Banana Republic) through disciplined financial management, reduced promotions, and a focus on better product design and marketing."We’re performing while we transform—fixing the fundamentals to fuel the reinvigoration of our brands." – Richard Dickson, CEO of Gap Inc.Gap Inc., while primarily North America-focused, has a significant international presence in Europe, Asia, and Latin America, supported by a diversified supply chain with less than 10% reliance on China. Dickson emphasized the strength of keeping the company’s brand portfolio unified, leveraging shared resources like supply chains and real estate, and positioning the business for long-term growth despite past challenges. Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →Ralph Lauren CEO says China tariffs could mean higher prices
Jan 22, 202500:15:02Tap to summarizeAs the World Economic Forum continues in Davos, Switzerland, Yahoo Finance Executive Editor Brian Sozzi is joined by Ralph Lauren (RL) CEO Patrice Louvet to talk about the impacts of US President Donald Trump's proposed tariffs on all imports from China."We've diversified our sourcing pretty dramatically over the past seven [to] eight years," Louvet says, explaining, "We used to be very dependent on China. China was more than 50% of our sourcing today. It's a low single-digit [to] mid-single digit [today]."The CEO says, "What we've come to realize, and this is true for sourcing, but it's true for our overall approach as a company, diversification is critical ... For us, this ability to flex and to stay agile and nimble, I think, has served us pretty well and is going to continue to be a priority."Despite efforts to move its supply chain away from China, Louvet indicates Ralph Lauren relies on China for some products. "China has some unique expertise in certain categories for us. Some of our more sophisticated sweaters are made in China. Some of our more sophisticated footwear is made in China."Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →Salesforce CEO on what AI advancement means for the labor market
Jan 22, 202500:09:48Tap to summarizeSalesforce (CRM) is all in on artificial intelligence (AI) agents, unveiling Agentforce 2.0 just months after launching the first Agentforce. CEO Marc Benioff sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the tech giant's AI initiatives and his expectations for US President Donald Trump's second term.Benioff discusses how artificial intelligence (AI) is advancing and what it means for the labor market. "Technology's always getting lower cost and easier to use. It's going faster than ever, but technology's always impacting jobs." The CEO notes he doesn't expect AI to eliminate jobs, but rather, "I think it's making us more productive. It's giving us the ability to augment our companies in new ways.""Everyone is going to have to retrain themselves to be productive with AI," the Salesforce CEO says, adding that he's even "retraining" himself to use the tech in his work.Watch the video above to hear more about Salesforce's AI agents, Benioff's outlook for Trump 2.0, the company's climate initiatives, and more.Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →PepsiCo CEO is 'hopeful' for 'new energy' under Trump 2.0
Jan 22, 202500:10:24Tap to summarizeLive from the 2025 World Economic Forum in Davos, Switzerland, Pepsico (PEP) Ramon Laguarta joins Yahoo Finance Executive Editor Brian Sozzi to share his expectations for President Trump's second term and how it may impact his company.With Trump 2.0 now underway, the Pepsico CEO says, "I'm hopeful that there will be a new energy and new ideas coming into play."Laguarta also offers insight into the state of the consumer and underlines the differences between higher- and lower-income consumers. "We continue to see the lower end of the pyramid having problems to get to the end of the month, and that is a reality," Laguarta says, adding, "We're hopeful that with inflation being under control ... and I think through productivity and other initiatives, we can minimize the pricing."In this interview, the PepsiCo CEO also touches on climate initiatives, the impact of Trump's proposed tariffs, expectations for food regulation given Trump's Health & Human Services (HHS) nominee Robert F. Kennedy Jr., and more.Click here for more of Yahoo Finance's coverage from the World Economic Forum in Davos.Listen as Yahoo Finance speaks with top business, government, and philanthropic leaders at the World Economic Forum's annual meeting in Davos, Switzerland.Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.
Transcribe →