Episode #497: Ulrike Hoffmann-Burchardi, Tudor Investments - AI, Digital, Data & Disruptive Innovation - Meb Faber Research - Stock Market and Investing Blog
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he trie... See more
Patrick OShaughnessyx.com.@leopoldasch on:
- the trillion dollar cluster
- unhobblings + scaling = 2027 AGI
- CCP espionage at AI labs
- leaving OpenAI and starting an AGI investment firm
- dangers of outsourcing clusters to the Middle East
- The Project
Full ... See more
Dwarkesh Patelx.com