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On today’s show, we discuss:
- META’s new smart glasses
- The FTC suit against Amazon
- FTC sues Amazon for illegally maintaining monopoly power
- Amazon takes a big stake in the AI start-up Anthropic
- Tech stocks weigh on major indexes
- OpenAI seeks new valuation of up to $90B in sale of existing shares
- Designer Jony Ive and OpenAIs Sam Altman discuss AI hardware project
- Is NVDA the new TSLA? Options traders place their bets
- Secular rotation coming?
- Big shareholder in China? Don’t try selling
- Senior Nomura banker barred from leaving mainland China
- All the Pandas in American Zoos are being taken back to China
- Markets like totalitarian governments
- Malaysia says Asean is a winner from shifting supply chains
- 25 years after LTCM, Emerging Markets keep burning investors
- Amateurs pile into 24-hour options: ‘It’s just gambling’
- Meme stocks are a thing again
Listen here:
Charts:
Recommendations:
- Justified
- Wutang and Nas at Barclays
- The Morning Show
- The New Yorker piece on SBFs family
- Bloomberg interview with Kaja Kallas
- Red Roulette by Desmund Shum
- Shut Up and Keep Talking by Bob Pisani
Perth Tolle:
Gunjan Banerji:
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