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Block’s Bullish Nature, Disney’s Succession Plans

Bloomberg’s Ed Ludlow and Caroline Hyde discuss Muddy Waters founder Carson Block’s bullish stance on US equities. Plus, Disney gives an update on their C-Suite plans as James Gorman is set to join as Chairman, and Taiwan’s chips enthusiasm, a conversation with Premiere Cho Jung-tai on their manufacturing and trade future. Chapters: 00:00:01 – Bloomberg…

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Bloomberg’s Ed Ludlow and Caroline Hyde discuss Muddy Waters founder Carson Block’s bullish stance on US equities. Plus, Disney gives an update on their C-Suite plans as James Gorman is set to join as Chairman, and Taiwan’s chips enthusiasm, a conversation with Premiere Cho Jung-tai on their manufacturing and trade future.

Chapters:
00:00:01 – Bloomberg Technology Starts Now
00:04:20 – US Stocks have Continued Enthusiasm Around AI
00:11:07 – Disney Names James Gorman Future Chairman in 2025
00:13:31 – Microsoft Launches New Set of AI Tools
00:16:03 – Talking Tech: Russia Hacks Nation of Georgia
00:24:10 – Taiwan’s Reliance on Big Tech: Cho Jung-tai, Taiwanese Premier
00:28:17 – Musk’s Hand in American Politics
00:32:51 – VC Spotlight: Zip Raises $190M in New Round; Rujul Zaparde, Zip CEO
00:37:53 – Perplexity in Talks for $9B Valuation
00:40:03 – New iPad Mini Designed to Support AI
——–
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10 Comments

10 Comments

  1. @Philosophizer2

    October 21, 2024 at 4:18 pm

    hello world

  2. @YaoAnne-j7g

    October 21, 2024 at 7:15 pm

    I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated

    • @SandrineKouassir

      October 21, 2024 at 7:16 pm

      I managed to grow a nest egg of around 120k to over a Million. I’m especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

    • @SandrineKouassir

      October 21, 2024 at 7:16 pm

      Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience.

    • @YaoAnne-j7g

      October 21, 2024 at 7:16 pm

      nice!! once you hit a big milestone, the next comes easier.. How can i reach her, if you don’t mind me asking?

  3. @joependleton6293

    October 21, 2024 at 7:56 pm

    Good show, interesting points.

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    October 21, 2024 at 11:36 pm

    X is The new myspace????

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Algorithms and AI don’t just show us reality — they warp it in ways that benefit platforms built to exploit people for profit, says etymologist Adam Aleksic. From ChatGPT influencing our word choices to Spotify turning a data cluster into a new musical genre, he reveals how new technology subconsciously shapes our language, trends and sense of identity. “These aren’t neutral tools,” he says, encouraging us to constantly ask ourselves: How am I being influenced?

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“If you can build credibility and trust even when they’re still on Instagram and TikTok…you’re already getting in front of them before they’ve migrated to the tech Twitter world.”

Lightspeed’s Claire Zau and Josh Machiz tell Equity host Dominic-Madori Davis all about courting the “tech curious” early, on this week’s Equity podcast.

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Warsh’s Next Moves & Situational Awareness’ New Bet | Bloomberg Businessweek Daily 8/6/2026

Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump’s relationship and communications with Fed Chair Kevin Warsh, plus a preview of July payrolls dropping Friday. Then, Bloomberg Hedge Fund Reporter Hema Parmar reports what $400 Million bet Situational Awareness made in its return back to…

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Economics and Policy Correspondent Mike McKee & Senior Federal Reserve Reporter Enda Curran react to reports regarding President Trump’s relationship and communications with Fed Chair Kevin Warsh, plus a preview of July payrolls dropping Friday. Then, Bloomberg Hedge Fund Reporter Hema Parmar reports what $400 Million bet Situational Awareness made in its return back to investing. Plus, Bloomberg Intelligence’s Global Head of Technology Research Mandeep Singh talks Alphabet’s potentially $25 Billion bond sale.

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00:03:21 Market Update: Oil Rises, Stocks Slip
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00:06:04 Inside the White House–Fed Communications
00:07:13 Presidential Pressure & Fed Independence
00:08:52 Will Trump and Warsh’s Honeymoon Last?
00:11:27 Jobs Report, Inflation & Jackson Hole
00:15:03 Labor Market Uncertainty
00:17:17 Biggest Risks Facing the Economy
00:20:31 Situational Awareness Returns to Investing
00:21:21 Hedge Fund Rebuild After Near Collapse
00:24:24 Citadel’s Windfall from the Rescue Deal
00:27:22 AI Investing, Leverage & Hedge Fund Risk
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00:35:27 Why Big Tech Needs More Debt
00:38:32 Where AI Spending Is Paying Off
00:39:12 When Will AI Deliver ROI?
00:40:28 Google’s AI Leadership Shake-Up
00:44:39 Stock Movers: Sandisk, Datadog & Honeywell Aerospace
——–
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