Navigating the New Investing Regime

Henry McVey, Partner, KKR, and CSIS Board Member, asks how firms can use tech to scale amid higher inflation, larger deficits, and rising geopolitics.

Watch the full Betting on America Episode with @navingirishankar.bsky.social here: tinyurl.com/ycxar3bm

Convergence of the Public and Private on Economic Security

Henry McVey, Partner, KKR, and CSIS Board Member, shares his insight on blurring lines between economics & national security.

Watch the full Betting on America Episode with @navingirishankar.bsky.social here: tinyurl.com/ycxar3bm

Henry McVey, Partner, Head of Global Macro & Asset Allocation, KKR, and CSIS Board Member, shares his insight on resilience and its impacts on markets and policy.

Watch the full Betting on America Episode with @navingirishankar.bsky.social here: tinyurl.com/ycxar3bm

Is AI a Second Industrial Revolution, PC Revolution, or Dot-Com Bubble?

Henry McVey, Partner, Head of Global Macro & Asset Allocation, KKR, and @csis.org Board Member, shares his AI outlook.

Watch the full Betting on America Episode with @navingirishankar.bsky.social here: tinyurl.com/24e2cej2

Karin Kimbrough, Chief Economist at LinkedIn, shares insights on how small businesses are turning to GenAI for creativity, innovation, and task automation.

Watch the full Betting on America Episode with @navingirishankar.bsky.social: tinyurl.com/pfths2yu

Karin Kimbrough, Chief Economist at LinkedIn, on AI: Every job will use generative AI. Building AI literacy takes small steps over time—start, iterate, improve.

Watch the full Betting on America episode with @navingirishankar.bsky.social here: tinyurl.com/4mh3fcpv

LinkedIn Chief Economist Karin Kimbrough says while AI will unlock trillions in global productive capacity, the transition will be painful. Some workers may see their skills lose value and feel anxiety to reskill or upskill. Policymakers must help guide the shift.

Watch: tinyurl.com/4mh3fcpv

How Will Tariffs Impact U.S. Cost Competitiveness?

In the latest Betting on America episode, Blake Scholl, Boom Supersonic CEO, and @navingirishankar.bsky.social discuss the implications of tariffs for U.S. cost competitiveness and reindustrialization.

Watch here: tinyurl.com/56tzd5fa

Blake Scholl, Boom Supersonic CEO on supply chokepoints: “It takes 18 months to get a new engine turbine blade built [...] because we let the tooling industry go to China. [...] So, let’s redesign manufacturing so it’s not needed at all.”

Watch the full episode here: tinyurl.com/yn38ajp7

Can U.S. Supersonic Travel Achieve Commercial Scale? Blake Scholl, Founder of Boom Supersonic says, "The fact that we blocked trickle-down innovation is why we’ve had a 50-year hiatus in progress.”

Watch the full episode with host @navingirishankar.bsky.social here: tinyurl.com/yn38ajp7

On supply chain visibility, CEO of UPS Carol Tomé explains “If you use us all the way from procurement to last mile delivery, you can see your entire supply chain.”

Full Betting on America episode with ‪ @navingirishankar.bsky.social here: tinyurl.com/y2su8awt

UPS CEO Carol Tomé shares their vision on how robotics can augment the workforce: “Put the technology in. It will get better. And guess what? It's gotten better.”

Watch the Betting on America episode with host @navingirishankar.bsky.social here: tinyurl.com/y2su8awt

"Trade Doesn't Stop, It Moves"

UPS CEO Carol Tomé: "Tariffs hinder trade, but don’t stop it—they shift it. In Q2, China–U.S. volume dropped 40%, but China–rest-of-world trade grew. We made 100+ operational changes globally to stay agile for customers."

Watch more here: tinyurl.com/4rtzaccv

What is the U.S. offer to the Global South?

UPS CEO Carol Tomé talks to @navingirishankar.bsky.social about how UPS deployed technology during the pandemic, “It’s not just about delivering goods, it’s about doing good too.”

Watch the full Betting on America episode here: tinyurl.com/y2su8awt