This chapter explores the effect of increasing interest rates on stock prices, real estate, and investment opportunities. It discusses the advantages Tesla has gained from low rates and speculates on the challenges Silicon Valley projects might encounter in a high-cost borrowing environment. Additionally, it addresses the potential consequences of US deficits, climate change investments, and the message conveyed by Fed Chair Jay Powell about prolonged higher rates.
Bloomberg Intelligence Technology and Media Analyst Geetha Ranganathan explains why Netflix's mojo is back thanks to a good growth runway, with a track record of creating originals and building engagement that improves pricing power. Bloomberg News Senior Technology Reporter Dana Hull talks about Elon Musk dialing back expectations for Tesla as years of rapid expansion collide with rising interest rates and a more cost-conscious consumer. And Bloomberg Economics Chief Economist Tom Orlik talks about his Businessweek Magazine story The Price of Money Is Going Up, and It’s Not Because of the Fed.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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