

Microsoft and OpenAI, Treasury Auction, and CZ Zhao
Nov 21, 2023
Dan Ives discusses OpenAI and Microsoft while giving a preview of Nvidia earnings. Sinead Colton Grant talks about BNY Mellon Investor Solutions' outlook for the US market. Ed Harrison and Liz McCormick discuss risk assets, treasury auction, bond, and equity markets. Matt Sigel discusses Binance CEO CZ Zhao stepping down and the impact on the crypto market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Microsoft's Acquisition of OpenAI: Implications and Regret
01:49 • 7min
Investing in Oneself and Introducing Sinead Colton Grant
09:05 • 2min
2024 Capital Market Assumptions and Investment Strategies
10:58 • 5min
The Potential Impact of AI on Equity Markets and Global Economy
16:00 • 2min
Current State of the Markets and Potential for Bubble Burst
17:47 • 8min
Potential Risk of Credit and Downside in 2024
26:16 • 3min
Binance Founder Steps Down and Pleads Guilty - Impact on Crypto Market and Coinbase
29:05 • 2min
Legal Concerns and Advantages of Crypto Assets
31:12 • 3min