Motley Fool Money - Mag Seven or Lag Seven?
Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.
(00:21) Jason and Matt Argersinger discuss:
- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.
- Holiday e-commerce and retail numbers, and what they say about the shopping season.
- Why Walgreen’s status as a Dividend Aristocrat is over.
(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.
(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.
Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner
Engineers: Dan Boyd, Rick Engdahl
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CrowdScience - Will electric cars help solve noise pollution?
Noise pollution from vehicles in the public space has a huge impact on human health. But as the world switches to quieter electric-powered means of transport there’s a debate about whether we will actually see any noticeable improvement to our quality of life.
Discovering more than just engineering solutions to the problem, CrowdScience visits one of the world’s loudest cities, Mumbai in India. It is a place where noise has become a way of life. But is that all about to change?
Presenter: Alex Lathbridge Producer: Richard Walker Editor: Richard Collings
State of the World from NPR - Return to the Motherland or Illegal Land Transfer? Depends on Who You Ask
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Big Technology Podcast - Generative AI Might Just A Be Feature, Crypto is Back, Substack’s Nazi Problem
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover 1) Whether generative AI is a feature or the underlying tech of new powerful applications 2) Robin AI's recent fundraising 3) Big Technology's latest piece on Snapchat+ 4) Jeff Bezos investing in perplexity AI 5) Google execs investing in a Gen AI search competitor 6) Microsoft copilot app debuts 7) Microsoft and OpenAI's weird competitive dynamic 8) Can Web3 still happen? 9) The implications of bitcoin's recent price rise 10) Pig butchering crypto scams 11) Substack's baffling position toward nazis 12) Peloton patterns with Tiktok 13) Crypto CEO was totally fake
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Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
The Bulwark Podcast - Tom Nichols: Claudine Gay Had to Go
Federalist Radio Hour - When Gender Ideology Hits Home: How One Woman’s Marriage Fell Apart
You can read Thrace's book "18 Months: A Memoir of a Marriage Lost
to Gender Identity" here.
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CoinDesk Podcast Network - UNCHAINED: The 4 Factors That Will Determine Which Spot Bitcoin ETFs Win Market Share
As we head into what’s expected to be the home stretch for an SEC approval, venture capitalist Spencer Bogart gives his take on the most recent news.
Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Pandora, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.
The past few days have been a busy stretch in the run-up to a potential spot Bitcoin ETF approval by the SEC. Goldman Sachs was revealed as a possible authorized participant (AP) for BlackRock and Grayscale’s offerings, the SEC met with representatives of major stock exchanges, and a report skeptical of an imminent SEC approval likely caused a 7% decline in Bitcoin. Spencer Bogart, general partner at venture capital firm Blockchain Capital, joined Unchained to break down what all of these events mean, as well as discuss who the likely winners will be among ETF issuers, the impact of a spot bitcoin ETF on companies such as MicroStrategy and Coinbase, and how a spot ETF will affect Bitcoin futures ETFs and leveraged crypto ETFs.
Show highlights |
- Why the newly authorized participants in the spot Bitcoin ETFs are critical for maintaining the ETF’s price alignment
- The reasons behind the excitement over Goldman Sachs becoming an authorized participant in the spot Bitcoin ETFs
- How the Matrixport report led to a 7% drop in BTC value
- The importance of seed funding for ETFs and its impact on their stability and growth
- The pivotal role of distribution in an ETF and why Spencer emphasizes its significance
- Whether the fees charged by ETF issuers will become a decisive factor for consumers in choosing their preferred ETF
- The potential impact of changes in the Grayscale board on its aspirations to launch an ETF
- How the introduction of a spot Bitcoin ETF might influence BITO, the futures-based Bitcoin ETF
- Whether the launch of a spot Bitcoin ETF could affect the stock value of MicroStrategy
- Spencer's reasoning behind why Coinbase stands to "absolutely benefit" from the introduction of a spot Bitcoin ETF
Thank you to our sponsors! Arbitrum Foundation | Popcorn Network | iTrustCapital
Guest |
Spencer Bogart, General Partner at Blockchain Capital
Links |
Previous coverage of Unchained on spot Bitcoin ETFs:
Why the SEC May Want Cash Creation of Spot Bitcoin ETFs
Why It Looks Like BlackRock Could Win America’s First Spot Bitcoin ETF
Why a Spot Bitcoin ETF Will Probably Launch No Later Than January 10
How Much Money Will Flow Into Bitcoin ETFs? Here’s One Projection
Why a Spot Bitcoin ETF Will Probably Launch No Later Than January 10
Why It Looks Like BlackRock Could Win America’s First Spot Bitcoin ETF
The Chopping Block: Are We Back? The ‘Low IQ’ Response to the Potential Spot Bitcoin ETF
Matrixport report
Why the SEC will REJECT Bitcoin Spot ETFs again
Jihan Wu’s tweet defending the analyst
Unchained: Why Did Bitcoin's Price Dip as ETF Approval Nears?
Market participants:
Unchained: Goldman Sachs Could Take Vital Role in BlackRock, Grayscale Spot Bitcoin ETFs: Report
The Block: Nasdaq to meet with SEC today to discuss spot bitcoin ETFs: Source
Reuters: BlackRock, VanEck among asset managers that submitted updated filings for spot bitcoin ETF
CoinDesk: BlackRock, Valkyrie Name Authorized Participants Including JPMorgan for Bitcoin ETF
8-As
The Block: Fidelity, Grayscale filing 8-A forms show progress for spot bitcoin ETF applications
Fees
Fidelity set their fee to .39%
Invesco/Galaxy chose to waive fees
Grayscale:
Unchained: DCG CEO Silbert, President Murphy Exit Grayscale Board
Learn more:
Unchained:
Bitcoin ETFs Explained: What Are They & How Do They Work?
Why The Spot Bitcoin ETF Is a Big Deal
Deciding on Bitcoin: Should New Investors Jump In Now or Wait for an ETF?
Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Chapo Trap House - 795 Teaser – Red Sea Rebels
CoinDesk Podcast Network - MARKETS DAILY: CoinDesk Market Index Week in Review
CoinDesk Indices presents six notable market movement highlights from last week.
To get the show every day, follow the podcast here.
The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Today’s takeaways are provided by Tracy Stephens, senior index manager of CoinDesk Indices with additional analysis from Connor Farley, CEO and cofounder of Truvius. For more on the CMI you can visit: coindeskmarkets.com.
This episode was hosted by Noelle Acheson. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl. All original music by Doc Blust and Colin Mealey.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.