The Future of Fannie Mae and Freddie Mac, Chip Restrictions & Nvidia Results, Retail Results and the Consumer 5/28/25

Bill Pulte, the FHFA Director and Chairman of Fannie Mae and Freddie Mac joins the show after the President says he’s exploring taking the companies public. Plus he responds to the drop in FICO stock after one of his tweet sent shares down double digits. Then the street paying close attention to how export restrictions impact Nvidia results. The DoD’s former head of AI strategy breaks down potential headwinds. Finally, Abercrombie a massive winner in retail. How it’s navigating tariffs and macroeconomic uncertainty.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.