2023 Global Strategy Outlook: Big Shifts in Dynamics Nov 16, 2022. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Todays episode is about Chinas turn toward authoritarianismand why it might be one of the most important stories in the world. The podcast helps you understand how businesses function, how they make money, where they stand from a competitive perspective, etc. Marta Norton on Direct Indexing and Investments. Brex began as the first corporate card for startups and now offers a full financial stack built for scale. Apple Silicon Supports 48-Year-Old Intel 8080 via Secret Extension. Or use the Morgan Stanley Action on Google by saying, Hey Google, Talk to Morgan Stanley., For more about our Morgan Stanley skill for Alexa or the Morgan Stanley Action on Google, visithttps://www.morganstanley.com/voice-assistants, For more Ideas, visitwww.morganstanley.com/ideas. Please enjoy this Business Breakdown of Spotter. Given the specific challenges of the current environment, Bruce, which business models do you think are best positioned to succeed both near-term and longer term? Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Intel had said its plans to invest up to $100 billion in chip manufacturing in Ohio relied heavily on the federal legislation. Then Jeffrey Tucker, president of the Brownstone Institute, joins to discuss the rapid rise and massive fall of crypto billionaire and Democratic donor Sam Bankman-Fried, how he used the media and his "effective altruism" to help keep his scam going, the glowing media profiles including in today's New York Times, how FTX and the crypto market works, why he set up his company in the Bahamas, his relationship with the midterm elections and Ukraine, and more. That business is Spotter, and they play a fascinating role in the flourishing creator economy. Etsy Success Youtube. Etsy Success Instagram. Thoughts on the Market is also available on Apple Podcasts, Spotify, Google Podcasts and other major podcast platforms. "Sinc Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. For one, Im Ali Hamed, an investor at Crossbeam and CoVenture, and Ill be your host. Then Marcia Clark and Mark Geragos, all-star lawyers, join for a special Kelly's Court on Casey Anthony speaking out again and seemingly placing blame on her father, the evidence against her, NBC's decision to air a Casey Anthony special, the latest in the JonBenet Ramsey case, how new technology might help solve the case, JonBenet's father's comments, the Elizabeth Holmes sentencing, Harvey Weinstein's LA and NY trials, and more. Amazon, Alexa and all related marks are trademarks of Amazon.com, Inc. or its affiliates. And if he chooses to invade Taiwan, is that World War III?Host: Derek ThompsonGuest: Bill BishopProducer: Devon ManzeLearn more about your ad choices. Sign up here. Please fire Barry and find a new, polite host. "As New York's first woman Governor, here's my message to all companies out there: New York will always protect basic health rights of women," she said. The risks in the U.S.' reliance on foreign computer chip production became clear during the pandemic, as supply chain issues impacted a wide range of goods. Learn more. Keep up the good work, Derek and team. Shut up, Barry, and let your guests talk. Offer listeners a premium experience and build your podcast business with subscriptions that fit your audience. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. It's Monday, and the Democrats are expected to keep the Senate and GOP expected to slightly edge out the House. Thoughts on the Market is also available on Apple Podcasts, Spotify, Google Podcasts and other major podcast platforms. Next, Michigan vs. Michigan State players fight in the tunnel (1:24:15), Steve Nash getting fired from Brooklyn (1:41:15). See omnystudio.com/listener for privacy information. By Anton Shilov published 18 November 22. Bloomberg Radio host columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. To break down Spotter, Im joined by their CEO, Aaron DeBevoise. Find out why a majority of the top firms are using Tegus on a daily basis. The announcement comes after the passage of the CHIPS and Science Act of 2022, a federal law that allocates $52 billion to encourage more domestic semiconductor production. Bruce Hamilton:Well, Mike, whilst we think the challenging macro conditions could continue to weigh on the sector near-term, we think that investors may want to look at companies with the best exposure to the five growth themes that you mentioned, who are building out global multi-asset investment franchises with diverse earnings streams, a high proportion of durable management fee related earningsrather than heavy reliance or more volatile carry or performance feesand deployment skewed to inflation protected sectors like infrastructure or real estate. Subscribe on Apple Podcasts Subscribe on Spotify. Thoughts on the Copyright 2022 Apple Inc. All rights reserved. !, Love the show it got way better since Rory and mal got fired Ice and ish are in fire , 50+ yo dude, tech aint my thing, Im trying though, best pod on the market hands down. Morgan Stanley is differentiated by the caliber of our diverse team. You may have seen Archaea in the news this week. Mike Cyprys:We spend most of our time on this podcast talking about public markets, which are stocks and bonds traded on public exchanges like Nasdaq and Euronext. Ransom) - Top of the Morning Ish | Eli Derby - 3am, On this weeks episode, Ice tells us his plans for Halloween (12:15). For investors, it can provide higher yields and diversification from public credit. Why do conspiracy theories thrive in 21st century America? The announcement, first reported by The New York Times, comes after the passage of the CHIPS and Science Act of 2022, a federal law championed by Senate Majority Leader Chuck Schumer, D-N.Y., that allocates $52 billion to encourage more domestic semiconductor production. First is democratization of private markets that we think can spur retail growth and unlock a $17 trillion addressable market or TAM. Micron will spend up to $100 billion over at least the next two decades building a new computer chip factory in upstate New York, the state said on Tuesday.. Megyn Kelly is joined by Victor Davis Hanson, senior fellow at the Hoover Institution and author of "The Dying Citizen," to talk about the issue of mail-in voting and the election still not called in many races, what Trump gets right and wrong about mail-in voting, what the polls missed this year, the voting bloc of single women and the issue of abortion, how independents shockingly broke for incumbents this year, whether DeSantis can unite the two sides of the GOP, if Trump should announce his presidential run tomorrow, the tragedy of Trump, what Dave Chappelle got right about Trump, and more. Shut up, Barry, and let your guests talk. Transitioning out of movies, the JBP moves to the Grammy Nominations (1:41:41), Dave Chappelle hosts Saturday Night Live (1:52:30), Part of the Show (2:31:10) + MORE! Apple Music, Amazon, YouTube, Pandora, More (Updated for 2022) If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial. Mike Cyprys:And on this special episode of the podcast, we'll talk about our outlook on the private markets industry against an uncertain macro backdrop and market upheaval. Ice recaps the URL battles from over the weekend (1:52:40), Elon Musk vs. Kathy Griffin (1:58:04), 21 Savage against his XXL Freshman peers in a Verzuz (2:01:25), Part of the Show (2:24:20), + MORE! I'm Mike Cyprys, Morgan Stanley's Head of Brokers, Asset Managers and Exchanges Team. Then Mike Lawler, who just defeated DCCC Chair Sean Patrick Maloney, joins to talk about how he won his seat, the importance of redistricting, the issues affecting voters in his district like the economy and crime, how terrible a candidate Kathy Hochul is, and more. Like, what's the deal with aliens, and 1950s UFOs, and the assassination of JFK, and government projects on astral projection and military psychic powers? In looking ahead to 2023, the big dynamics of this year are poised to shift and investors will want to look for safety amidst the coming uncertainty. Copyright 2022 Apple Inc. All rights reserved. Todays guests are the co-hosts of the new New York Times tech podcast 'Hard Fork': Kevin Roose is a reporter at the Times and a frequent guest on this show. ), Greatest Podcast out there been listening since 2018!!! And I do think growth moderates after an exceptional period here. Bruce Hamilton:But Mike, despite these near-term risks and concerns, you remain convicted in your bullish outlook on the next five years. Tegus is the new digital hub for market intelligence. EXPLORE MORE What We Do At Morgan Stanley, clients come first. Qatar. ----- This episode is brought to you by Tegus. It also estimated it would generate an additional $16.7 billion in real, inflation-adjusted, economic output for the state. Mike Cyprys:Look, clearly, I would echo your concerns in the short term. Sao Tome e Principe. // Increasingly, consumers are moving from traditional cable and satellite subscriptions to connected TV devices, so where do the advertisers go from here? Rent prices falling by their fastest pace in years (from their highest inflation rate in decades). And what should investors be looking at? Bruce Hamilton:Great speaking with you, Mike. In 2007, U.S. advertisers spent US $24.6 billion on search engine marketing. [00:09:04] - How Vanguard generates revenue and thoughts on its ownership structure [00:12:36] - What the fee structure would look like as an investor buying an ETF versus a fund [00:15:10] - The key differences of investing in a Vanguard ETF compared to a mutual fund [00:18:20] - Market share of the key players and the industry Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt Show Notes [00:02:24] - [First question] - The size and scale of Vanguard as it exists today [00:05:45] - Some of the secular forces that has allowed Vanguard to capture so much of the market [00:09:04] - How Vanguard generates revenue and thoughts on its ownership structure [00:12:36] - What the fee structure would look like as an investor buying an ETF versus a fund [00:15:10] - The key differences of investing in a Vanguard ETF compared to a mutual fund [00:18:20] - Market share of the key players and the industry landscape [00:21:24] - How big of a player ARK is in relation to how much media coverage they get [00:22:33] - Jack Bogles history, his thesis on mutual funds, and starting Vanguard [00:28:07] - What it was like transitioning to new leadership given Jacks fans and supporters [00:32:10] - The thing that allows Vanguard to attract more funds despite their competitors [00:35:58] - Complimentary services their competitors are offering that Vanguard is considering to capture more market share [00:42:59] - Potential regulatory risk that could pose a threat to Vanguards growth [00:47:27] - How Vanguard has managed to avoid headlines unlike Blackrock [00:48:56] - The lessons for investors and builders when studying Vanguards story, This is Matt Reustle and today we are breaking down the home improvement giant, The Home Depot.
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