Bloomberg Surveillance
Bloomberg Surveillance: Outperformance in Tech
Jan 26, 2024
A discussion on margin strength and its relationship to technology investment, globalization, pricing power, and revenue growth. Uncertainty surrounding earnings forecast for the S&P 500 and the current high forward earnings multiple compared to historical levels. Frustration, competition, unexpected wealth management, and contacting a financial advisor at Stiefel. Concerns about earnings risk, retirement planning, and target date funds. Outlook for the US economy, cautious spending habits in Europe and Asia, and ads from Bitwise and Stiefel. Formation of Project Liberty, tackling harmful tech and social media addiction. Excitement for the Los Angeles Dodgers and introduction to the Bloomberg Surveillance podcast.
30:28
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Quick takeaways
- Project Liberty aims to address the flaws in the current internet design and propose innovative solutions to give individuals ownership and control of their data, ensuring a better, more responsible internet for all.
- Under Frank McCourt's ownership, the Los Angeles Dodgers experienced a resurgence by focusing on scouting and player development, reconnecting with its Asian fan base, and highlighting its position as one of the most prominent franchises in American sports.
Deep dives
Project Liberty: Fixing the Flawed Internet Design
Project Liberty aims to address the flaws in the current internet design and the harms it is causing. The internet was not originally designed for its current uses, leading to issues such as addiction, misinformation, and undermining of democracy. The project proposes innovative solutions to give individuals ownership and control of their data, as well as a voice in how platforms operate. By fixing the technology, we can restore trust and ensure a better, more responsible internet for all.
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