Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
Description
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss the Public Market Volatility, AI Air Pocket, $GOOG Ruling, Search GPT & more Enjoy another episode of BG2.
Enjoy another episode of BG2.
Timestamps:
(00:00 ) Intro
(02:27 ) Public Market Reset
(13:04 ) Corporate and Individual Tax Cut Expiration
(16:40 ) Indicators of Economic Health
(30:40 ) AI Air Pocket
(46:02 ) Japan Yen Carry Trade
(50:34 ) Navigating Market Volatility
(56:30 ) $GOOG Ruling & Monopoly Status
(01:05:21 ) Search GPT and Evolving AI Landscape
(1:18:17 ) The Need for Regulatory Clarity in AI
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
BG2 Pod @bg2pod
Nobody from your team listens to what you are publishing. Bill's nose sounds etc are nightmare, give him the same setup