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US Justice Dept Charges Huawei
Last week, the U.S. Justice Department has filed charges against tech giant Huawei alleging they have, among other things, violated the Iran Sanctions, stolen industrial secrets of American carrier T-Mobile and obstructed a criminal investigation. The Chinese telecom company is the biggest supplier of phone and internet network equipment in the world and is the second biggest cellphone producer. The indictments come two months after Huawei executive Meng Wanzhou, who is also daughter of the company’s founder, was arrested in Canada. China's foreign ministry yesterday called on the U.S. and Canada to release Wanzhou. The timing coincides with top officials from China holding a two days of trade talks with the Trump Administration in Washington. Host Dan Loney talks with Jacque DeLisle, a Professor of Law and Professor of Political Science at the University of Pennsylvania, Director of the Center for East Asian Studies, and Deputy Director of the Center for the Study of Contemporary China, and Richard Dasher, the Director of the U.S.-Asia Technology Management Center at Stanford University, to discuss how this case might play out on Knowledge@Wharton.
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Faculty Prediction Series: Assessing Inflation, Jobs, and Markets Heading Into 2026
10:13|Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, shares his perspective on the state of the U.S. economy, analyzing recent rate cuts, inflation progress, employment data, tariff uncertainty, and what they could mean for markets and growth in 2026.
Faculty Prediction Series: The 2026 Labor Market Outlook and What Comes Next
10:37|Matthew Bidwell, Wharton Professor of Management, reflects on the cooling labor market, the influence of artificial intelligence, hybrid work dynamics, and what workers and graduates should expect as the economy heads toward 2026.
Faculty Prediction Series: Where Artificial Intelligence Stands Heading Into 2026
08:14|Ethan Mollick, Co- Director of Wharton Generative AI Labs, examines how artificial intelligence continues to advance without slowing, highlighting its growing business adoption, potential labor market effects, and the importance of guardrails as organizations prepare for 2026.
Free Versus Fair Trade in a Changing Global Economy
10:32|John Zhang, Wharton Marketing Professor, discusses his recent analysis of free versus fair trade, explaining the economic assumptions, political incentives, and distributional consequences of tariffs in today’s global trading system.
Why Today’s AI Bubble May Fuel Tomorrow’s Economic Growth
10:57|Lynn Wu, Wharton Associate Professor of Operations, Information and Decisions, explains why today’s AI investment frenzy, while exhibiting bubble-like characteristics, represents a vital phase of technological evolution—driving infrastructure development, enabling future economic spillovers, and laying the groundwork for transformative advancements across industries.
Understanding the True Costs Behind Credit Card Lending
11:07|Itamar Drechsler, Wharton School Professor of Finance and Co-Director of the Rodney L. White Center for Financial Research, explains the economic forces behind high credit card interest rates, highlighting the roles of defaults, operating costs, marketing expenditures, and market power in shaping what consumers ultimately pay.
Examining How Amazon Fulfillment Centers Influence Local Economic Growth
11:56|Serguei Netessine, Professor of Operations, Information and Decisions and Senior Vice Dean for Innovation and Global Initiatives at the Wharton School, discusses new research analyzing how Amazon fulfillment centers affect county-level employment, median household income, and poverty rates.
How Chatbots Shape Emotional Well-Being in the Age of AI
10:58|Stefano Puntoni, Wharton Marketing Professor and co-director of the Wharton Human AI Research Project, discusses emerging research on AI companionship, its effects on loneliness and mental health, and the complex safety, ethical, and legal considerations shaping this rapidly evolving space.
Economic Signals, Policy Debates, and AI’s Impact on Markets
10:42|Jeremy Siegel, Professor Emeritus of Finance at the Wharton School and Senior Economist at WisdomTree, offers his perspective on Fed decision-making amid data gaps, evolving consumer trends, AI-driven market competition, and the broader economic implications of shifting U.S.–China relations.