The hosts discuss the completion of Microsoft's acquisition of Activision Blizzard, highlighting the concessions made by Microsoft and the impact of the deal on the gaming industry.
Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.
(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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