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Bloomberg Technology

Block's Bullish Nature, Disney's Succession Plans

Bloomberg Technology

Bloomberg

Tech News, Business, News

4.549 Ratings

🗓️ 21 October 2024

⏱️ 45 minutes

🧾️ Download transcript

Summary

Bloomberg's Ed Ludlow and Caroline Hyde discuss Muddy Waters founder Carson Block's bullish stance on US equities. Plus, Disney gives an update on their C-Suite plans as James Gorman is set to join as Chairman, and Taiwan's chips enthusiasm, a conversation with Premiere Cho Jung-tai on their manufacturing and trade future. 

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Transcript

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0:00.0

Artificial Intelligence is the star of the stock market, but with the companies that kicked off the AI craze all privately held,

0:07.6

how can investors gain exposure to this structural long-term trend?

0:11.8

Learn more later in the podcast.

0:15.2

There's a rhythm in the markets,

0:17.4

in the resonant echoes of the opening bell,

0:19.7

in the preludes leading to global elections,

0:22.4

in the rising course conducted by AI.

0:25.0

And if you want to learn to listen for it, we'll show you how.

0:29.0

Learn more at Bloomberg.com.

0:30.0

Bloomberg Audio Studios.

0:34.4

Podcasts, Radio News.

0:37.0

From the heart of where innovation, money and power collie in Silicon Valley and beyond.

0:44.4

This is Bloomberg Technology with Caroline Hyde and Ed Ludlow. Live from London and San Francisco. This is Bloomberg Technology.

1:07.0

Coming up, close your eyes and by. My muddy waters found at Carson Block is

1:10.6

bullish on big tech. Plus the future of Disney's kingdom details on the company's new leadership moves and CEO succession plans.

1:19.0

Plus we'll hear from the Taiwanese Premier on the country's thriving chip business.

1:24.4

But first, quick check on these markets, which are perhaps taking a slight pause ahead of some

1:30.0

big weeks. I focus in on crypto ed. We're down by more than 2% there. We've actually seen more

1:34.7

than 2 billion flow into EDFs. Of course that buy Spot Bitcoin for example. We were near

1:40.8

70,000 dollars. We're just pulling back slightly as risk sentiment

1:44.0

changes ahead of all-important earnings week, all-important election in the next

1:48.0

coming two weeks, but we focus in on crypto just to show us what risk

...

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