1 00:00:00,080 --> 00:00:20,000 Speaker 1: Boom Bloomberg, Audio studios, podcasts, radio news. 2 00:00:13,200 --> 00:00:15,840 Speaker 2: Single best idea and we welcome all of you, particularly 3 00:00:15,840 --> 00:00:19,360 Speaker 2: off YouTube podcasts. You can go onto YouTube podcasts. It's 4 00:00:19,360 --> 00:00:23,320 Speaker 2: got a killer search engine. Type in Michael Barr Boom, 5 00:00:23,640 --> 00:00:27,159 Speaker 2: Type in Paul Sweeney Boom. Type in Lisa Matteo you 6 00:00:27,200 --> 00:00:29,640 Speaker 2: get the whole history of Lisa Matteo as well as 7 00:00:30,120 --> 00:00:34,840 Speaker 2: surveillance podcasts. Type me in, I wander up to YouTube podcasts, 8 00:00:34,880 --> 00:00:39,240 Speaker 2: really impressing me with how they're distributing podcasts. And we're 9 00:00:39,240 --> 00:00:41,720 Speaker 2: not Joe Rogan. He leads at the top of the page. 10 00:00:41,720 --> 00:00:45,199 Speaker 2: It's mister Rogan and all that. What we do is 11 00:00:45,240 --> 00:00:51,960 Speaker 2: have conversations with people that have value and equities, bonds, currencies, commodities. 12 00:00:52,479 --> 00:00:55,400 Speaker 2: And what's interesting is the technology area right now is 13 00:00:55,440 --> 00:00:58,000 Speaker 2: not only should you buy or sell and vidio, you 14 00:00:58,040 --> 00:01:01,200 Speaker 2: know the usual stuff, but all so it's effect on 15 00:01:01,280 --> 00:01:05,400 Speaker 2: America and the more buying and selling, the more securities 16 00:01:05,480 --> 00:01:09,080 Speaker 2: research of it. Here is Dan ives on the view 17 00:01:09,400 --> 00:01:10,559 Speaker 2: forward on tech. 18 00:01:10,760 --> 00:01:14,679 Speaker 3: You get the popcorn the rose glops rolls out because 19 00:01:14,720 --> 00:01:17,959 Speaker 3: I think mag seven, look, everything we're seeing hyper scale 20 00:01:18,040 --> 00:01:21,479 Speaker 3: or is actually accelerting in terms of growth. Consumer from 21 00:01:21,520 --> 00:01:25,400 Speaker 3: a digital app perspective, is continues to be rebound and 22 00:01:25,440 --> 00:01:28,560 Speaker 3: that strong for Meta Google and others, And despite some 23 00:01:28,640 --> 00:01:31,440 Speaker 3: of the DJA anti trust words, and I think when 24 00:01:31,440 --> 00:01:34,280 Speaker 3: it comes to Apple, despite all the noise, I think 25 00:01:34,360 --> 00:01:37,080 Speaker 3: iPhone demand's gonna be strong to expect to go into December. 26 00:01:37,080 --> 00:01:40,080 Speaker 3: And this is just the start of the AI revolution 27 00:01:40,240 --> 00:01:42,560 Speaker 3: coming to Krupatino, especially as they get rolled out in 28 00:01:42,640 --> 00:01:43,840 Speaker 3: China and April. 29 00:01:43,840 --> 00:01:47,039 Speaker 2: Danives of web Bush with a more philosophical view, and 30 00:01:47,120 --> 00:01:49,280 Speaker 2: of course I mean he's got an etf out on 31 00:01:49,320 --> 00:01:54,920 Speaker 2: technology loop Loup, but Gene Munster just after and I 32 00:01:54,920 --> 00:01:57,280 Speaker 2: should digress and say that Paul Sween and I did 33 00:01:57,320 --> 00:02:01,400 Speaker 2: a wonderful panel yesterday a set of panels for enter 34 00:02:01,480 --> 00:02:06,600 Speaker 2: Agrana and man Deep Singh for Bloomberg Intelligence on artificial intelligence. 35 00:02:06,920 --> 00:02:09,800 Speaker 2: So we took the big view. Here's Gene Monster of 36 00:02:09,880 --> 00:02:13,720 Speaker 2: Deep Water on AI in year twenty twenty five. 37 00:02:14,000 --> 00:02:17,799 Speaker 4: We're in what is going to be the most I think, 38 00:02:17,880 --> 00:02:22,000 Speaker 4: exciting year and innovation over the last fifty years. And 39 00:02:22,560 --> 00:02:26,480 Speaker 4: it's hard to really put language on it to capture 40 00:02:26,800 --> 00:02:31,840 Speaker 4: what the concept of infinite intelligence or close to infinite 41 00:02:31,880 --> 00:02:36,400 Speaker 4: intelligence at almost no cost means for humanity, and so 42 00:02:36,639 --> 00:02:40,640 Speaker 4: as someone who has been around for the Internet and 43 00:02:40,720 --> 00:02:43,360 Speaker 4: saw the boom and bust of that, I think this 44 00:02:43,520 --> 00:02:46,840 Speaker 4: is going to be more significant. And I think that 45 00:02:47,360 --> 00:02:50,440 Speaker 4: next year, if you think about the markets, I've been 46 00:02:50,480 --> 00:02:53,120 Speaker 4: talking about this three to five year bull market, and 47 00:02:53,240 --> 00:02:55,160 Speaker 4: so we're going to say we got a two to 48 00:02:55,240 --> 00:02:57,799 Speaker 4: four more years. It's going to end in a spectacular 49 00:02:58,360 --> 00:03:01,680 Speaker 4: bursting of the bubble. But I think next year, from 50 00:03:02,080 --> 00:03:04,000 Speaker 4: just a broader market perspective, I think we're going to 51 00:03:04,000 --> 00:03:07,640 Speaker 4: see another incredible year, and I think that it's driven 52 00:03:07,680 --> 00:03:12,160 Speaker 4: by substance around AI going from a build out to 53 00:03:12,320 --> 00:03:15,240 Speaker 4: starting to move to more applications. We saw a little 54 00:03:15,240 --> 00:03:18,200 Speaker 4: bit that with Snowflake today. Of course we've seen most 55 00:03:18,240 --> 00:03:21,880 Speaker 4: of the excitement around the hardware, including Nvidia, but I 56 00:03:21,880 --> 00:03:24,280 Speaker 4: think we're going to start to shift to slowly see 57 00:03:24,360 --> 00:03:29,679 Speaker 4: more performance in software specifically. But I'm just really excited 58 00:03:30,360 --> 00:03:32,640 Speaker 4: to be alive at this time in life. It's just 59 00:03:32,840 --> 00:03:33,959 Speaker 4: a really special moment. 60 00:03:34,400 --> 00:03:38,040 Speaker 2: Gene Monster of deep Water. We're handling technology too as 61 00:03:38,080 --> 00:03:41,600 Speaker 2: we can, and for us, it's the distribution of our 62 00:03:41,680 --> 00:03:48,200 Speaker 2: conversations across economics, finance, investment, and international relations. Thank you 63 00:03:48,240 --> 00:03:52,080 Speaker 2: for listening on your commute across America. The new digital platforms, 64 00:03:52,080 --> 00:03:56,800 Speaker 2: Apple Carplate, Android Auto, Serious xm' really path breaking. Now 65 00:03:56,840 --> 00:03:59,920 Speaker 2: that I look back decades at what satellite radio did it, 66 00:04:00,040 --> 00:04:04,440 Speaker 2: it's extraordinary how that's sustained on other podcast services. Good 67 00:04:04,480 --> 00:04:08,520 Speaker 2: morning on YouTube podcasts as well. This is single best 68 00:04:08,640 --> 00:04:10,800 Speaker 2: idea