Speaker 1: Bloomberg Audio Studios, podcasts, radio news.
Speaker 2: A single best idea and on a wonderful Friday, a
Speaker 2: strange Friday. Thank you Claudia Sam for being with us.
Speaker 2: It's jobs Day, but it wasn't. And I have to admit,
Speaker 2: not in the last twenty four hours, but in the
Speaker 2: last three days, distant from the agony of no paycheck.
Speaker 2: It's just hit me, the agony of the shutdown. This
Speaker 2: is serious stuff. We all know that nobody needs to
Speaker 2: hear it from me, but it was a joy to
Speaker 2: have Claudia Sam with their prodigious abilities, really talk about
Speaker 2: where we are with no October paychecks TSA just as
Speaker 2: one example, five weeks into this as well, and where
Speaker 2: we could be in days. I have no idea what
Speaker 2: happens this weekend around the airlines of that. I thank
Speaker 2: you to all of our team out at Newark for
Speaker 2: their reporting today. But I just tell you, folks, to shutdown.
Speaker 2: It is real. We had a wonderful conversation with Troy Guyeski.
Speaker 2: This is just a wonderful window into like sort of
Speaker 2: like the academics and also the job of what are
Speaker 2: so many of our guests do. I'm Katie Kaminsky of
Speaker 2: Elves Simplex DOUBLEEPHD and Electrical Engineering from MIT up in Boston,
Speaker 2: Good Morning ninety two nine FM, and then into Gaysky
Speaker 2: Chemical Engineering MIT as well. On the markets, here's Troy Guyesky,
Speaker 2: a future standard.
Speaker 1: Fundamentally talked about technicals a lot with your electrical engineering
Speaker 1: guests before. No offense to that discipline, but you know
Speaker 1: we're chemy's right, Tom, your dad was obviously, but you know,
Speaker 1: on the fundamentals right now, it's really a collision course
Speaker 1: between the tremendous AI spends that are going on, of
Speaker 1: which in Nvidia and hardware huge beneficiaries, and the concern
Speaker 1: over whether those can be sustained by cash flows going forward.
Speaker 1: So we would think we're in more of a consolidation
Speaker 1: period and the trend will re emerge over time. But
Speaker 1: make no mistake, you know, at this particular point it's
Speaker 1: unlikely we have material upside into next week. It's going
Speaker 1: to take several weeks for consolidation, and then the fundamentals
Speaker 1: when Videa's earnings come out, should reassert themselves.
Speaker 2: Try to ask you. We heard that from Ben Ladler
Speaker 2: as well at Bradesco, and then it just has to
Speaker 2: work itself out. Ben Ladler, with that great Christmas Eve
Speaker 2: twenty eighteen call still quite optimistic on the underlying trend,
Speaker 2: something Katie Kaminski's expert on at Alpha Simplex. We continue
Speaker 2: with Troug Gaski, this is just a moment, folks into
Speaker 2: the academics. I take immense umbrage at the great inflation today,
Speaker 2: and I take immense agony that people think it's everywhere
Speaker 2: in every university. One of the hallmarks of the success
Speaker 2: of Bloomberg over three decades plus has been we try
Speaker 2: to hire best and brightest from academic programs with rigor.
Speaker 2: Just a window into the chemical engineering program at Massachusetts
Speaker 2: Institute of Technology, just for a moment, Troy Guyesky butchering
Speaker 2: his freshman year at MIT, Well.
Speaker 1: How I guess I'm proud enough at this stage of
Speaker 1: my life to admit that my first chemical engineering class
Speaker 1: was thermodont Amics and fluid Mechanics, and literally the first
Speaker 1: fluid mechanics test. I got an eighteen in eighteen right,
Speaker 1: and I studied my rear off for it, and so
Speaker 1: it was like Holy cow. But the mean was a
Speaker 1: thirty one, so I didn't feel like such a loser.
Speaker 2: For those of you in the record, I had Searsan
Speaker 2: Zamansky and aerospace at Boulder, and I think I pulled
Speaker 2: a D plus and the curve in a was I'm
Speaker 2: going to say fifty. I mean the reality here away
Speaker 2: from this idiot great Inflation of twenty twenty five, is
Speaker 2: there some rigorous programs out there. Shut out to Jim
Speaker 2: Kern with all of his academics at keil Tech as well,
Speaker 2: but many many other guests, a prodigious intellect that we're
Speaker 2: trying to bring you every day and economics, finance, investment,
Speaker 2: and international relations. That was Troy Gieski at Future Standard
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