Happy new year! And what better way to celebrate the freshly torn calendar page than by welcoming one of Derek's favorite writers to the show to tell us what's in store for the 2025 economy. Michael Cembalest is the chairman of market and investment strategy for JPMorgan Asset Management, and the author of the truly spectacular newsletter, 'Eye on the Market ... Show More
Apr 24
The Triple Crisis That’s Breaking Hollywood—and Changing the Future of Movies
Hollywood is in the middle of a triple crisis. You can measure it in tickets, jobs, and ideas. Start with tickets. The best year for the movie business this century was 2002, when Americans and Canadians bought 1.6 billion tickets, or about five per person. Last year, Americans b ... Show More
1h 10m
Apr 21
The Most Powerful and Dangerous AI Model Yet
Two weeks ago, Anthropic announced an AI model so capable and so dangerous that it decided not to release it to the public. The model, codenamed Mythos, could autonomously infiltrate computer systems around the world, exploit security vulnerabilities, conceal its own reasoning, a ... Show More
1h 2m
Apr 14
The Whole World Is Fighting About Energy
The two biggest stories in the world right now—the war involving Iran and the rise of artificial intelligence—are, at their core, the same story: energy. The Iran conflict has become a war of competing energy blockades, with Iran squeezing American allies and America squeezing Ir ... Show More
1h 4m
Apr 2025
Gold shines brighter as Liberation Day looms
<p>European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid conc ... Show More
11m 23s