- 0:00:00: Markets
- 0:05:30: Boeing
- 0:18:15: Money Talk review later on Bloomberg.
- 0:18:55: Rejection on Russell at 2000.
- 0:21:44: Money Talk. AI.
- 0:27:30: AI can make awful South Park episodes now.
- 0:30:10: Robo John Oliver. Open AI image generators, DALI, Mid-journey.
- 0:40:28: AI content overwhelming human content.
- 0:47:05: Pace of change.
- 0:51:00: AT&T
- 0:54:15: Blackstone, bankruptcies, commercial real estate.
- 1:00:00: Markets, the Fed.
- 1:03:35: Twitter, now X.
- 1:07:00: Markets, economy, the Fed.
- 1:18:35: Jerome Powell
- 1:23:08: Data dependency
- 1:29:50: Money Talk
- 1:31:50: Simon Property Group, IBM, Intel, JPM, LoveSac, SunPower
- 1:41:54: LoveSAC
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