Bloomberg Daybreak: Asia Edition

Bloomberg
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Nov 30, 2023 • 1h 27min

BONUS SPECIAL: The Legacy of Henry Kissinger

Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countries, has died. He was 100. Not long before his passing, Kissinger sat down with Bloomberg Editor-in-Chief John Micklethwait for an extended conversation. He talked about his life and career, what shaped his worldview, and his thoughts on the current state of global affairs. Listen here for that special conversation, in its entirety.See omnystudio.com/listener for privacy information.
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Nov 30, 2023 • 15min

China PMI Expectations, Cigna and Humana Seeking Merger

This podcast covers a wide range of topics, including the Israel-Hamas pause, release of hostages, spike in anti-Semitism, NATO-Ukraine Council meeting, Taiwan's security concerns, Google's deal, Elon Musk's response to advertisers, IBM's Watson X platform, interest rates, potential merger of Cigna and Humana, General Motors' dividend boost, UAW's campaign, Salesforce's profit forecast, Saudi Arabia's diplomatic efforts, and China's manufacturing sector's contraction in November.
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Nov 28, 2023 • 15min

Fed Remarks, Remembering Charlie Munger, Meituan Shares Tumble

The podcast covers topics such as the market being down, inflation, and financial bubbles, as well as updates on ceasefire violations between Hamas and Israel. It also discusses Fed officials' remarks on interest rates and uncertainties in monetary policy, the partnership between Warren Buffett and a lawyer in Berkshire Hathaway, and the availability of the podcast on Alexa devices.
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Nov 27, 2023 • 15min

Israel, Hamas Extend Pause, New Saudi OPEC+ Proposal

Topics include extension of Israel-Hamas ceasefire, concerns about Hamas regrouping, Han Hai's investment in India, AI's role in creativity, hostage-swap agreement extension, and podcast, movie, and grocery store promotions.
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Nov 26, 2023 • 17min

COP28 Preview, Black Friday Spending, Zhongzi Probe

Discussion on the COP 28 climate change conference in Dubai and scrutiny on Middle Eastern wealth funds in US deals. Analysis of current market conditions, the benefits of staying hedged with an equity portfolio, and potential risks to investor confidence in the United States.
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Nov 24, 2023 • 34min

Daybreak Weekend: The Double Dip, UK Housing, Korea Data, House Budget Battle

Topics discussed include US equities outlook for 2024, potential worsening of UK housing market, South Korea's rebounding exports, and the risk of a government shutdown in the new year.
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Nov 23, 2023 • 15min

Barclays Cuts, China Developer Loans

Topics discussed include the truce between Israel and Hamas, political shift in the Netherlands, sexual assault allegations against New York City Mayor Eric Adams, concerns of ASML, salary ranges for engineering jobs, potential interest rate cuts by central banks, investment options and valuation challenges, and the benefits of investing in private credit and infrastructure projects.
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Nov 22, 2023 • 16min

Altman Returns to OpenAI, China's Property Developers Seek Funding

Topics include Sam Altman's return as CEO of OpenAI, concerns about Microsoft's influence, North Korea reviving military actions, and the recent developments at OpenAI including board changes and generative AI.
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Nov 21, 2023 • 16min

NVIDIA Falls Short of Estimates, Binance Pleads Guilty

Explore topics like Israel-Hamas agreement, Binance fine and CEO resignation, cautious approach by Fed on rate moves, Baidu's strong revenue gains, NVIDIA's sales figures and potential threat in China, and NVIDIA's data center numbers exceeding expectations.
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Nov 21, 2023 • 17min

OpenAI Staff Threaten Walkout, China Property Aid

This podcast discusses the threat of a walkout at OpenAI by staff members and the potential impact on the company. It also highlights the aid being provided by China to the property market. Other topics include negotiations for the release of hostages in Israel, the role of AI in business and interest rate predictions, managing through a European recession, and a conclusion urging listeners to subscribe and listen daily.

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