This interview was recorded on 10/28/2025 at the AICPA FVS Conference. Economic issues discussed are still relevant as of the publish date: 11/20/2025
On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions.
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Guests:
Carla S. Nunes, CFA, ABV, Managing Director, Kroll
James P. Harrington, Director, Kroll
Host:
Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations
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