Alan Dunne is joined by Cem Karsan to examine the forces pushing bond yields higher and why he believes markets are becoming increasingly fragile. Cem argues that refinancing pressures, persistent inflation, declining foreign demand for Treasuries and the enormous capital requirements of the AI boom are creating an unusually unstable backdrop. They discuss the concentration of equity market growth around AI, the relationship between government policy and financial markets, and Cem’s expectation
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF The US added fewer jobs than expected in September and wage growth slowed, signaling some caution among employers amid rising costs. Nonfarm payrolls increased 29,000 last month after a downward revision to the prior two months, according to Bureau of Labor Statistics data out Friday. That missed all estimates in a Bloomberg survey of economists. The unemployment rate
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF A FOIA request has uncovered another little-known feature of life at the top of the Justice Department: attorneys general have used alternate email addresses to conduct government business for over a decade. This time around, Bloomberg News Senior Investigative Reporter Jason Leopold obtained the alias used by former Attorney General Pam Bondi. The discovery raises br
In this episode, Matt Hougan and Base Head of Growth Antonio García Martínez break down the rise of tokenized stocks, why traditional financial assets are moving onto crypto rails, and what this could mean for investors. We explore how tokenized equities could transform the stock market by enabling 24/7 trading, near-instant settlement, onchain lending, borrowing, and yield opportunities. We also discuss Base’s early success with tokenized stocks, the growth of onchain trading volume, and why as
Featuring some of our favorite conversations of the week from our daily radio show "Bloomberg Businessweek Daily." Hosted by Carol Massar and Tim Stenovec Hear the show live at 2PM ET on WBBR 1130 AM New York, Bloomberg 92.9 FM Boston, WDCH 99.1 FM in Washington D.C. Metro, Sirius/XM channel 121, on the Bloomberg Business App, Radio.com, the iHeartRadio app and at Bloomberg.com/audio. You can also watch Bloomberg Businessweek on YouTube - just search for Bloomberg Global News. Like us at Bloombe
Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. Ryan and David unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ path to the Supreme Court. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS
If Artificial Intelligence results in job losses or lower salaries, government revenues will fall. Our correspondent explains how best to tax the windfalls from AI. Paint is a surprisingly cheap way to cool buildings. And remembering the life of Stanislas Hutin , who revealed France’s barbarity in Algeria. Watch extended clips from Insider here Guests and host: Callum Williams, senior economics writer Nikita Ostrovsky, science writer Ann Wroe, obituaries editor Rosie Blau, co-host of “The Intell
a16z’s Seema Amble and Elena Burger sit down with Lio co-founder and CEO Vladimir Keil to ask where AI-native startups have an advantage when incumbent software companies already own the customer, the data, and the system of record. Their answer comes down to the work that happens outside those systems. In procurement, a final price in an ERP can hide hundreds of emails, spreadsheets, supplier conversations, engineering analyses, and decisions across legal, finance, and operations. Vlad explains
Last call for regular tickets for AI Engineer NYC ! As an exclusive for Latent Space subscribers, the first 30 of you can take a 30% off code if it helps - for new tickets only, no refunds! See you in 2 weeks! While we tend to cover industry on the pod, every so often we celebrate a clearly emerging superstar PhD. In 2024 we featured Shunyu Yao , who went on to build Operator at OpenAI and is now Chief AI Scientist of Tencent . In 2025 we featured Jack Morris , who went on to cofound Engram at $
In this episode, Geoffrey explains why he believes tokenization is now “100% locked in,” why traditional finance is moving onchain, and how that shift could create massive opportunities across decentralized exchanges, lending, asset management, and Layer 2 infrastructure. We break down his highest-conviction altcoin picks - Uniswap (UNI), Aave (AAVE), Morpho (MORPHO), and Arbitrum (ARB) - and the logic behind some of Standard Chartered’s most aggressive long-term crypto price targets. ~~~~~
a16z’s Joel de la Garza sits down with DoxxNet founder Barrett Lyon to discuss what it would take to rebuild the internet around privacy, direct communication, and less dependence on centralized intermediaries. Barrett explains why he thinks traditional VPNs only solve part of the problem and how DoxxNet is building a parallel mesh network where users can communicate peer-to-peer, transfer large files, make calls, and message without routing those interactions through a central application serve
Russia has embarked on a new campaign to quell Ukraine, focused on supermarkets, playgrounds and other civilian targets. Our correspondent reports on the toll on daily life in Kyiv. Despite the backlash against “ pervert glasses ”, companies continue to develop AI-enabled smart specs. And how the pen changed history. Guests and host: Oliver Carroll, Ukraine correspondent Henry Tricks, US technology editor Catherine Nixey, Britain correspondent Rosie Blau, co-host of “The Intelligence” Topics cov
AGENDA: 00:00 Highlights: Jack Altman Joins The Trio 05:00 Anthropic's S-1 Leaks: $8B Operating Loss and $518B in Compute Commitments 10:00 Instinct Raises $1B at a $10B Valuation to Take On Meta 25:00 AMD Buys Fei-Fei Li's World Labs for $8.2B 39:00 Meta Poaches MongoDB's CEO as Shares Plunge 20% 43:00 AI Startup Seeks $10B Valuation Just One Week After Seed 47:00 Modal Hits $15B Valuation as Baseten Eyes $26B 54:00 OpenAI Reopens Its $200 Plan—and Halves What You Get 57:00 Oura Pulls IPO After
Three months ago Dwarkesh, who has been posting incredible blogs and episodes about RL, posted a framing question for his video essay on RLVR which upset a lot of Computer Use folks: We are no strangers to learning in public and are no strangers to the stress of getting things wrong when you have a big platform. However, we were at Anthropic for the Computer Use launch , there for Claude Cowork with the first big podcast on it, organized the first Computer Use track at AIE presenting the state o
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF US consumer spending rose in August at the fastest pace in over a year, helping to power the economy through persistent inflation. Inflation-adjusted personal spending climbed 0.6% in August from a month earlier, for the biggest monthly jump since March 2025. The Federal Reserve’s preferred measure of underlying inflation, the personal consumption expenditures p
In this episode of Milk Road Crypto, John Gillen sits down with Max Bareiss, Head of Lending at Galaxy, and Greg Feibus, Global Head of Capital Markets at Sky Frontier Foundation, to break down what the Galaxy-Sky partnership means for institutional DeFi. They explain why Galaxy is using sUSDS for treasury management, how yield-bearing assets could become institutional collateral, and why Sky wants sUSDS to function as an “onchain Treasury bill” for crypto markets. ~~~~~ 🚨Want to see
The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF Apple Inc. Chief Executive Officer John Ternus, just weeks into the role, is moving to overhaul the iPhone maker in an effort to accelerate product development, broaden its range of devices and create a leaner organization with a greater focus on engineering. The plans, which Ternus has discussed internally with colleagues, offer the first signs of how Apple’s f