First Half Lookback

First Half Lookback

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More Layoffs, Acquisitions, and SpaceX Becomes AI Company

Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku, SpaceX’s $60 billion acquisiti ...  Show more

IT Consulting is Not Having a Good Time

Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstrea ...  Show more

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US Floats Stricter Trade Rules to Rein In China’s Chip Industry
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Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor Reporter Ian King and Bloomberg News Senior Editor for Technology & Strategic Industries Michael Shepard discuss the Biden administration, facing pushback to its chip crackdown o ...  Show more

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US President Donald Trump has railed against his country’s trade deficit with China. But as Chinese surpluses continue to flow into other countries, it’s worth asking how China got to where it is today, and whether Chinese growth can lift all boats. In this week’s episode, Martin ...  Show more

Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
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Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ...  Show more

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Amid a changing political landscape in the US and uncertainty across the world, many investors are looking for guidance for the rest of the year and beyond. Yahoo Finance’s marquee event, Invest 2024, brings together executives from some of the world’s largest corporations, thoug ...  Show more