The Nasdaq Composite closed at a second straight record on the Meta Muse rally, and Bridgewater founder Ray Dalio used a new World Economic Forum video to call AI “one of the biggest productivity enhancing, changing the world forces and also a bubble that is going to have devastating effects.” Brian Sozzi runs both, and pulls up every Dalio warning since 2019 against the chart.
Gary Cohn, vice chair of IBM and former director of the National Economic Council, is the first in-person guest on Unleashed. He explains why he will not put his own data into an AI agent, why you regulate AI’s outcomes rather than AI itself, and why energy is the number one issue facing the US economy.
Timestamps
0:02 Apple at a record high under John Ternus
0:40 A magic moment for the stock market
1:20 AMD is the 13th US company worth $1 trillion
1:40 SpaceX, Anthropic and OpenAI against 45 years of tech IPOs
2:30 What Meta has to say at Connect today
3:20 Gene Munster on Meta’s two-week run
4:10 Why Sozzi is done hearing from the doomsayers
4:30 Ray Dalio has been warning since 2019
5:41 Dalio: A productivity force and a bubble
6:01 Why the market is ignoring all of it
7:00 Royal Caribbean buys half of Sandals
7:40 Stifel: “What the heck are they thinking?”
8:46 Richard Fain on why the ships kept getting bigger
10:10 Gary Cohn, and the first in-person guest
10:22 Why he will not use Muse
10:49 Is he surprised the market is this bullish
11:36 “There’s no real losers in productivity gains”
11:58 Pushing back on the labor displacement case
12:55 What role government should play
14:27 You regulate the outcomes, not the technology
15:27 What this means for Meta and the hyperscalers
16:23 Should Nvidia sell its best chips to China
17:37 What to expect from the state dinner
18:13 The number one issue facing the US economy
19:13 Is diesel at these levels recession inducing
19:36 Where the next surprise comes from
20:26 Netflix, YouTube and the HSBC note
22:30 A response to McDonald’s, with four facts
24:25 Stay unleashed
#Nasdaq #RayDalio #GaryCohn #SozziUnleashed #YahooFinance
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