Jeff Gannon

In this insightful discussion, investment professional Jeff Gannon dives into the implications of Berkshire Hathaway's Alphabet purchase and the challenges of AI revenue models. He elaborates on the contentious Netflix-WBD deal, assessing its regulatory hurdles and strategic ramifications. Gannon also examines the recent sell-off of Fiserv amid rising credit risks, along with the current state of the housing market and its impact on homebuilders. His analysis connects these themes through the lens of capital cycles and the evolution of technology in various sectors.