# Wall Street Week: Inflation, AI, and Navy Buildout

_Wall Street Week covers inflation with Loretta Mester, U.S. naval buildout challenges, tariff refund fights, and AI's impact on investments with Blair Effron._

**Updated:** 2026-08-22
**Published:** 2026-07-18
**Source:** https://www.startuphub.ai/ai-news/public-companies/2026/wall-street-week-inflation-ai-and-navy-buildout

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Bloomberg's "Wall Street Week," hosted by David Westin, brings together influential voices to dissect critical financial stories. This week's episode features a diverse range of topics, from the shifting inflation landscape to the complexities of naval power and the impact of AI on investments.

Wall Street WeekContextFrom the articleBloomberg's "Wall Street Week," hosted by David Westin, brings together influential voices to dissect critical financial stories.coversInflation narrative shiftsDriverFrom the articleFormer Cleveland Fed President Loretta Mester joins the program to offer her perspective on the recent changes in the inflation narrative.US Navy buildoutDrivercan US shipyards build Trump's 'Golden Fleet' fast enoughAI reshapes investmentCoreBlair Effron discusses AI's impact on investment strategies and marketsFrom the article 2 mentionsThis week's episode features a diverse range of topics, from the shifting inflation landscape to the complexities of naval power and the impact of AI on investments.Small business tariffsDrivertariff refund fights impact small businesses and economic pressuresFrom the articleA persistent issue for many small businesses is the fight to recover funds lost due to tariffs imposed under the Trump administration.China's maritime expansionDriverFrom the articleThe episode delves into a significant geopolitical and industrial question: can U.S. shipyards build President Trump's proposed "Golden Fleet" of naval vessels quickly enough to keep pace with China's expanding maritime capabilities?Monetary policy implicationsOutcomeFrom the articleAs the Federal Reserve continues to navigate economic pressures, Mester's insights are crucial for understanding the trajectory of monetary policy and its implications for businesses and consumers alike.drivesGeopolitical strategyOutcomeFrom the articleThe episode delves into a significant geopolitical and industrial question: can U.S. shipyards build President Trump's proposed "Golden Fleet" of naval vessels quickly enough to keep pace with China's expanding maritime capabilities?

## Inflation's Shifting Narrative

Former Cleveland Fed President Loretta Mester joins the program to offer her perspective on the recent changes in the inflation narrative. As the Federal Reserve continues to navigate economic pressures, Mester's insights are crucial for understanding the trajectory of monetary policy and its implications for businesses and consumers alike.

## The "Golden Fleet" Challenge

The episode delves into a significant geopolitical and industrial question: can U.S. shipyards build President Trump's proposed "Golden Fleet" of naval vessels quickly enough to keep pace with China's expanding maritime capabilities? This segment explores the capacity, challenges, and strategic importance of a modernized U.S. fleet in the face of global competition.

The full discussion can be found on **Bloomberg Podcast**'s YouTube channel.

  
    

![Inflation Meets AI, Navy Buildout Challenges, Tariff Refund Fight | Wall Street Week - Bloomberg Podcast](https://img.youtube.com/vi/vyc4D5umAgc/maxresdefault.jpg)

    
      
        
      
    
  
  Inflation Meets AI, Navy Buildout Challenges, Tariff Refund Fight | Wall Street Week, from Bloomberg Podcast

## Small Businesses and Tariff Refunds

A persistent issue for many small businesses is the fight to recover funds lost due to tariffs imposed under the Trump administration. The Supreme Court's decision striking down these tariffs has opened avenues for businesses to reclaim their money, but the process remains a battle for many. This part of the discussion sheds light on the ongoing efforts of these businesses to recoup their losses.

## AI's Reshaping of Investment

Blair Effron, of Centerview Partners, provides an insider's view on how artificial intelligence is fundamentally reshaping the investment landscape. Effron discusses the integration of AI into financial strategies, its impact on market analysis, and the new opportunities and challenges it presents for investors and companies navigating this technological shift.

The program aims to provide valuable context and expert analysis on the financial stories that matter, featuring a rotating panel of thought leaders, CEOs, policymakers, and economists.

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