Larry Pitkowski

Ian King, a Bloomberg News US Semiconductor & Networking Reporter, discusses Nvidia's energy-efficient chips, addressing the growing electricity demands of AI computing. Shawn Donnan, a Senior Economics Writer, analyzes the impact of tariffs on US towns facing economic challenges. Ed Ludlow, co-host of Bloomberg Technology, delves into Rivian's supply chain struggles due to a miscalculation in sourcing essential materials. Larry Pitkowski, Managing Partner at Goodhaven Capital Management, shares insights on the current economic landscape and investment opportunities.

Jason Liberty, President and CEO of Royal Caribbean Group, reveals impressive earnings and the industry’s optimistic outlook post-COVID. He highlights the trend toward experiential travel and the demand for cruises. Rachel Metz, Bloomberg News AI reporter, explores DeepSeek's game-changing AI advancements, stirring excitement in Silicon Valley. Larry Pitkowsky shares insights on market trends and investment strategies, emphasizing the importance of adaptability in today's volatile environment. This discussion navigates the intersections of travel, tech, and finance.