#981 - How High Can Tech Fly? with Dave Mazza

Jeremy Schwartz, global CIO at WisdomTree Asset Management, joins Maggie Lake to break down the recent price action in mega cap tech, China-U.S. relations after China's recent ban on the iPhone, and the factors influencing September's interest rate decision.You can find more of Jeremy's work here: https://t.co/7r8WAngKUp Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Syys 202335min

Tavi Costa, portfolio manager at Crescat Capital, joins Maggie Lake to discuss his views on the U.S. debt deficit, the forces influencing Treasury yields and September's rate decision, why the Fed is backed into a corner, and the setup for precious metals.You can find more of Tavi's work here: www.crescat.net Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Syys 202336min

🔥 JOIN the New Real Vision http://www.realvision.com/pricing Paul Hodges, author of The pH Report and chairman of New Normal Consulting, joins Maggie Lake to discuss the current inflation outlook, how the geopolitical landscape is driving energy and food prices, and how today's ISM services data could impact the Federal Reserve's September interest rate decision.Plus in the second half, Paul will share his outlook on China and emerging markets.You can find more of Paul's work here: https://t.co/d5mkV0QuBb Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Syys 202334min

🔥 JOIN the New Real Vision http://www.realvision.com/pricing Darius Dale, founder of 42 Macro, sits down with Maggie Lake to explore the latest market moves, what further oil supply cuts mean for the broader energy sector, and how the latest jobs data could shift the Federal Reserve's decision-making. You can find more of Darius' work here: https://t.co/HbJL5Tpvyq Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Syys 202336min

🔥 JOIN the New Real Vision http://www.realvision.com/pricing Andreas Steno Larsen is joined by investment analyst and economic writer Mike “Mish” Shedlock of MishTalk to discuss whether the Fed will reach its 2% inflation target and what obstacles stand in its way. They also dig into the U.S. Treasury's recent credit downgrade, the health of the bond market, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Syys 202346min

How do we think about the business cycle in a world of abundance? Investment and finance expert, Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, welcomes tech visionary, Sultan Meghji, CEO and co-founder of Frontier Foundry, to discuss whether talk of recession and inflation will soon be markers of a bygone era. According to Sultan, AI and emerging exponential technologies such as fusion, protein folding, and LK99 have transformative properties that will change the way the global economy — and human life — functions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Syys 20231h 2min

Dive deep into the transformative world of AI in this compelling episode. Unravel the controversies surrounding Tesla's self-driving lawsuits and discover groundbreaking insights into how DoorDash is leveraging AI for a futuristic food delivery experience. From the intricacies of OpenAI's Chat GPT & its enterprise implications to the fascinating intersection of Chomsky's linguistic theories and AI's language processing, we traverse the landscape of modern AI applications and debates. Plus, the legal intricacies of 'Wugs' and their relevance in today's tech-savvy world are laid bare. Join Ash Bennington and Mikhail Voloshin as they shed light on AI's monumental role in our future. Subscribe for more insights on AI's impact on our economy, job market, and daily lives. CHAPTERS 00:08.55 - Introduction with Ash Bennington 01:11.383 - Tesla lawsuit: Driver fatalities '19 03:58.751 - Data: Self-driving vs. Human drivers 06:53.707 - Ethics: Self-driving & the trolley issue 13:16 - DoorDash and AI's role 13:41 - AI's impact on food delivery jobs 20:15 - AI implications in job market 21:00 - AI's impact on future economy 22:18 - Intro to Chat GPT & OpenAI Enterprise 24:11.345 - ChatGPT Enterprise features & benefits 27:59.631 - Future of GPT & Competitions 31:11.238 - Why discuss Wugs? 32:38.247 - Wugs: Legal Controversy 34:56.53 - Chomsky theories & AI's language process 39:38.89 - Ash's closing thoughts Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Syys 202344min

Noelle Acheson, editor of the Crypto is Now Macro newsletter, joins Ash Bennington to discuss the wide range of jobs data this week, how employment could influence the Fed's outlook for the rest of the year, and what impacts this will have on crypto after a significant legal victory for Grayscale's BTC ETF. You can find more of Noelle's work here:https://noelleacheson.substack.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Syys 202336min