Bloomberg Television

...I call. You know everybody talks about FOMO fear of missing out. I'm talking about female. And that is fabulous earnings momentum that we didn't have that back in 20 2022. And it was really at the end of 2020, 23rd November that we suddenly had ChatGPT and a revolution just starting. And the arc of this, I just finished Justin Baer's wonderful book on net Johnson and, you know, the industry from Marissa, 1974 forward. My basic take is we've rationalized an ownership of bonds, which has been r

Discussion frames the current market as supported by “fabulous earnings momentum” (stronger than Oct 2022), while expressing skepticism toward the “higher-for-longer” rates narrative (viewing it as recessionary if true). Overall tone leans constructive on equities if earnings hold up; rates view implies potential upside for duration if higher-for-longer fades.

Discussion frames the current market as supported by “fabulous earnings momentum” (stronger than Oct 2022), while expressing skepticism toward the “higher-for-longer” rates narrative (viewing it as recessionary if true). Overall tone leans constructive on equities if earnings hold up; rates view implies potential upside for duration if higher-for-longer fades.

Discussion frames the current market as supported by “fabulous earnings momentum” (stronger than Oct 2022), while expressing skepticism toward the “higher-for-longer” rates narrative (viewing it as recessionary if true). Overall tone leans constructive on equities if earnings hold up; rates view implies potential upside for duration if higher-for-longer fades.

Transcript is fragmented, but the core takeaway is a geopolitical backdrop that could keep Middle East-related energy risk premia elevated ("energy volatility persists"). Mentions a US-UAE 2009 nuclear/MOU framework (IAEA inspections) and commentary attributed to Secretary of State Marco Rubio around ASEAN, implying skepticism about MOUs and a prolonged negotiation/instability timeline. Actionable angle: sustained oil/gas volatility rather than a single directional call.

Transcript is fragmented, but the core takeaway is a geopolitical backdrop that could keep Middle East-related energy risk premia elevated ("energy volatility persists"). Mentions a US-UAE 2009 nuclear/MOU framework (IAEA inspections) and commentary attributed to Secretary of State Marco Rubio around ASEAN, implying skepticism about MOUs and a prolonged negotiation/instability timeline. Actionable angle: sustained oil/gas volatility rather than a single directional call.

Transcript is fragmented, but the core takeaway is a geopolitical backdrop that could keep Middle East-related energy risk premia elevated ("energy volatility persists"). Mentions a US-UAE 2009 nuclear/MOU framework (IAEA inspections) and commentary attributed to Secretary of State Marco Rubio around ASEAN, implying skepticism about MOUs and a prolonged negotiation/instability timeline. Actionable angle: sustained oil/gas volatility rather than a single directional call.

Transcript is fragmented, but the core takeaway is a geopolitical backdrop that could keep Middle East-related energy risk premia elevated ("energy volatility persists"). Mentions a US-UAE 2009 nuclear/MOU framework (IAEA inspections) and commentary attributed to Secretary of State Marco Rubio around ASEAN, implying skepticism about MOUs and a prolonged negotiation/instability timeline. Actionable angle: sustained oil/gas volatility rather than a single directional call.

Transcript is fragmented, but the core takeaway is a geopolitical backdrop that could keep Middle East-related energy risk premia elevated ("energy volatility persists"). Mentions a US-UAE 2009 nuclear/MOU framework (IAEA inspections) and commentary attributed to Secretary of State Marco Rubio around ASEAN, implying skepticism about MOUs and a prolonged negotiation/instability timeline. Actionable angle: sustained oil/gas volatility rather than a single directional call.

...SEQUENCE WILL FOLD INTO A STRUCTURE. THIS IS IMPORTANT FOR ACCELERATING THE UNDERSTANDING OF HUMAN DISEASE AND DESIGNING DRUGS TO TARGET THOSE DISEASES. IT WON THE NOBEL PRIZE FOR CHEMISTRY. THIS IS A TECHNOLOGY, EVEN THOUGH IT IS CALLED AI AND CHATGPT IS CALLED AI, DEEPMIND IS FUNDAMENTALLY DIFFERENT FROM HOW CHATGPT IS PRODUCED AND HOW IT OPERATES. IT USES VERY LITTLE DATA AND COMPUTING RESOURCES AND THERE IS NO NEED FOR LABOR EXPLOITATION, EITHER. AND IT IS STILL ABLE TO PROVIDE A LOT OF B

...FERENT PLACES. I AM ARGUING THERE IS MANY DIFFERENT WAYS TO PRODUCE AI. YOU DO NOT NEED TO UNLOCK THE BENEFITS OF AI THROUGH A CORROSIVE APPROACH. SO, WHY ARE WE NOT HOLDING THESE COMPANIES TO THOSE HIGHER STANDARDS? >> I AM CONSCIOUS THAT BOTH ANTHROPIC AND OPENAI ARE HEADING TOWARD PUBLIC OFFERINGS OF THEIR SHARES. IS THAT A MOMENT THAT YOU THINK COULD BRING GREATER ACCOUNTABILITY, THAT ONCE A COMPANY IS PUBLIC AND IT HAS ALL KINDS OF INVESTORS AND GENERAL MEETINGS THAT A LEVEL OF SCRUTINY

Segment highlights: (1) Middle East strikes pause; continued Red Sea shipping attacks/blockade risk. (2) Interview with Nvidia CEO Jensen Huang on inclusive AI and rising competition from China’s AI research base. (3) Mentions “SpaceX Starship test flight since going public,” but SpaceX is not a plausibly tradable public equity; exclude as a tradable ticker.