Latest news with #MarketsOddLots
Bloomberg
05-05-2025
- Business
- Bloomberg
Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years
Markets Odd Lots What does tech stock history say? By and Joe Weisenthal Save Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Subscribe to the newsletter What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry Blodget, the founder of Business Insider (and Joe's old boss there). In the late '90s, Henry was one of the most well-known Wall Street analysts covering internet stocks, before the crash and recriminations, which ended up in his lifetime ban from the industry. His new project is a publication called Regenerator, which will again focus on business and tech. We discuss the state of the AI boom, and what lessons we can draw from the dot-com era. We also talk politics, what's changed on Wall Street over the last 25 years or so, and a bit on the state of the media business.
Bloomberg
17-03-2025
- Business
- Bloomberg
FTC Chief Andrew Ferguson on the Trump Vision for Antitrust
Markets Odd Lots MAGA M&A? Listen to Odd Lots on Apple Podcasts Listen to Odd Lots on Spotify Subscribe to the newsletter When Donald Trump won in November, one of the things that Wall Street was excited about was an expected liberalization of merger rules. There was a popular view that under Chair Lina Khan, the Biden FTC was overly stringent about what deals it would let go through, and that the new administration would give the greenlight more often. But at least so far, reality hasn't proven to be so simple. There hasn't been a big merger wave yet. And, in fact, the FTC under new Chair Andrew Ferguson has decided to keep the merger guidelines that Khan put in place. So does this mean continuity? At a live episode of the podcast taped in Washington DC, we spoke with Ferguson about the Trump administration's vision for antitrust. He talked about his philosophy of keeping corporate power in check and the tests he's using to preserve a competitive environment. He also walked us through the long history of the FTC and the notion of consumer welfare, plus why he thinks a more expansive interpretation of the term (beyond just lower prices) is in keeping with the history of conservative legal thought.
