Bloomberg Intelligence

Gene Munster, Managing Partner at Deepwater Asset Management with over 25 years in tech, and Josh Pantony, CEO of Boosted.ai, dive into the implications of a recent model from Chinese AI startup DeepSeek. They discuss the potential impact on industry giants like Nvidia and the challenges investors face in this fluctuating market. The conversation highlights the intersection of AI and investment strategies, exploring how machine learning can enhance portfolio management amidst ongoing geopolitical and technological uncertainties.

Hosts discuss the disruptive rise of the Chinese AI startup DeepSeek and its impact on global tech stocks. The conversation highlights DeepSeek's cost-effective model that raises questions about the inflated valuations of giants like Nvidia. With U.S. tech dominance at stake, analysts express concerns over market volatility and possible overinvestment in AI. The episode emphasizes a shift in competitive dynamics, revealing how emerging technologies could reshape investor perceptions and stock performance in the sector.

Dive into Netflix's latest earnings as it continues to dominate the streaming world, while Goldman Sachs undergoes a significant management overhaul. Discover the ambitious AI partnership between SoftBank, OpenAI, and Oracle aiming to invest $100 billion in infrastructure. Explore the complex dynamics of political leadership as Trump navigates legacy versus revenge. Finally, gain insights into the aerospace sector with GE Aerospace outperforming expectations amidst evolving airline dynamics and energy financing challenges.

Barry Ritholtz, Founder of Ritholtz Wealth Management and host of "Masters in Business," offers sharp insights into the recent dip in US consumer sentiment after six months of stability. He delves into how differing political views shape economic perceptions and discusses concerns about inflation and tariffs. The conversation also highlights the complex dynamics of employment rates, deregulation, and tax policies, providing a comprehensive look at the current American economic landscape amidst a backdrop of market opportunities.

Michael McKee, Bloomberg's International Economics and Policy Correspondent, shares insights on U.S. economic data and the impact of LA wildfires on jobless claims. He discusses the potential effects of Trump's return on the cryptocurrency market, analyzing his ties to crypto leaders like Elon Musk. The conversation also touches on meme coins inspired by Trump, their legitimacy, and the broader implications for the crypto industry's credibility. Global leadership dynamics and energy policy in response to Trump's address at the World Economic Forum are explored as well.

Gain insights from a live interview with Ukraine's President Zelensky about the urgent need for U.S. peacekeeping troops to counter Russian threats. Explore how Trump's presidency might reshape global relations and electoral pressures on Republican senators. Delve into economic shifts as federal employees return to work, and discover how AI is revolutionizing customer service. Finally, analyze the current earnings season and the huge cash reserves in money market funds, hinting at a future market pivot.

Netflix achieved a historic milestone, adding nearly 19 million subscribers in just one quarter. This surge is attributed to the success of live sports broadcasts and the return of popular shows like Squid Game. The discussion highlights Netflix's strategic shift towards an advertising model and the competitive landscape with other platforms. Additionally, insights into key financial metrics reveal Netflix's strong market position and potential future growth, set against the backdrop of evolving consumer behavior and the impact of AI developments on the tech industry.

Brendan Murray, Bloomberg's Global Trade Editor, outlines the looming tariffs under Trump’s administration and their potential impact on trade dynamics. Christopher Smart analyzes the immediate effects of Trump's policies on market sentiment. Jennifer Lawless discusses the significant political ramifications of Trump's presidency. Ed Mills dives into how these changes could sway market trends, emphasizing the intricate relationship between executive actions and economic stability.

Delve into the aftermath of Donald Trump's inauguration and the ambitious vision he set forth for America. Key figures discuss the pressing challenges of national security and immigration, alongside innovative ideas for space exploration. The podcast highlights the complexities of U.S.-China relations, emphasizing economic interactions and innovative diplomacy. Experts share insights on energy policy impacts and the critical need for recovery efforts in wildfire-affected regions. A unique look at the historical significance of the transfer of power rounds out the discussion.

Mark Douglas, President and CEO of MNTN, shares his vision of the media landscape in 2025, emphasizing the transformative integration of live sports into streaming platforms. Chester Dawson, Bloomberg Senior Editor, critiques Toyota's strategies with EVs, highlighting the challenges from competitors that threaten its market position. The conversation spans crucial trends in banking and the media sector, alongside insights into how M&A is shaping renewable energy investments, underscoring the dynamic shifts across these industries.