エピソード

  • The unintended consequences of AI in markets: Tradeweb's CEO
    2024/09/27
    Don’t be upset with yourself if you have never heard of Tradeweb Markets, just promise to do better next time. Because the reality is you should have heard about Tradeweb Markets five years ago – the stock is up more than 200% and the company’s market cap now stands at about $26 billion. The company is one of the more under-the-radar names in the financial services space, focused on electronic trading operations for various asset classes. At the helm is CEO Billy Hult, who has been with Tradeweb pretty much since its founding in 1996. Hult has been leading the company as CEO since 2023, and quietly signing off on several transformational acquisitions that will expand Tradeweb’s reach. Yahoo Finance executive Brian Sozzi talks with Hult about the future of trading, how AI will reshape the investing landscape and what it means to lead with purpose. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Billy Hult joins Opening Bid 02:06-Magnificent and lesser-known Tradeweb 06:00-Eyes on market regulation 13:00-Surviving 9/11 with Tradeweb 17:15-What sets Tradeweb apart Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Billy Hult is Chief Executive Officer of Tradeweb Markets. Hult has played a pivotal role in Tradeweb’s evolution as a leading global operator of electronic marketplaces for rates, credit, equities and money markets. He has led the development of numerous innovations connecting liquidity providers and investors across retail, wholesale and institutional markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Google is a monopoly and here’s the best outcome: You.com founder
    2024/09/25
    AI development seems like it’s moving at the speed of sound. If 2023 was about co-pilots, this year is shaping up to be about agents that work with humans to improve business performance. At the same time, AI chip giants Nvidia and AMD are racing to keep up with demand for their new chips. Yahoo Finance executive editor Brian Sozzi sits down for an extensive chat with You.com founder Richard Socher. Socher has pretty much seen and done it all in terms of AI development. He was chief scientist at Salesforce helping to develop many of the company’s advancements in AI. At You.com, he is using AI to better drive the company’s search engine business and take the fight to Google. You.com recently raised $50 million from the likes of Nvidia and Salesforce Ventures, valuing the business close to $1 billion. What’s next in AI? Socher is the guy to pontificate on it. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Richard Socher joins Opening Bid 01:00-Talking AI agents 12:00-Competitive Google battles 16:00-AI represents a shift in humanity 21:00-Nvidia is second largest investor in You.com Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Richard Socher is the CEO and founder of You.com, the first chat-search assistant. He also invests in and mentors other startups at AIX Ventures where he's a founder and managing partner. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Whole Foods CEO: we are no longer whole paycheck
    2024/09/23
    Whole Foods CEO Jason Buechel has had his hands full since taking over as CEO from iconic founder John Mackey in 2022. He has guided the organic grocer through unprecedented levels of inflation, impacting how even his higher end shoppers shop. The competition in the organic grocery space has intensified. Meanwhile, the company remains a retailer inside the behemoth that is tech giant Amazon — which has gone on a stretch of financial belt tightening of late. Whole Foods and Buechel are looking to persevere, accelerating the pace of new store openings while staying true to the unique culture established by Mackey. So what’s next for Whole Foods? Yahoo Finance executive editor Brian Sozzi chats with Buechel about business, life and what his leadership future may hold. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Jason Buechel joins Opening Bid 06:00-The vision for stores 10:00-Addressing inflation 14:00-Gen Z looking toward the future of food 18:00-Family farms to Fortune 500 Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Jason Buechel serves as Chief Executive Officer at Whole Foods Market. Prior to his role as CEO, he served as Chief Operating Officer. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • Salesforce CEO on Disney, AI, Terminator, and the future of technology
    2024/09/20
    Developments on the AI front are coming in hot and heavy. OpenAI is eyeing a huge capital raise. Microsoft is full steam ahead with a co-pilot for everything. Tesla CEO Elon Musk is whipping up humanoid robots. And bumbling lawmakers are still trying to figure out how to regulate the technology before the year 2040. And then there is a tech giant like Salesforce, which is going all in on “autonomous agents” to help unleash the power of businesses around the world. Salesforce says it’s agents could bring in big business, and usher in a whole new way of closing deals. Yahoo Finance executive editor Brian Sozzi sits down with Salesforce co-founder and CEO Marc Benioff – a champion of these agents – from inside the company’s annual extravaganza in San Francisco known as Dreamforce. How big is “Agentforce” going to be for Salesforce? Sozzi gets to the bottom of it! Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Marc Benioff joins Opening Bid 03:00-Salesforce agents vs Microsoft co-pilots 06:00-For the love of Disney 10:40-Is AI going to steal our jobs? 14:40-Terminator: biggest AI fear 20:27-Pay parity at Salesforce Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Marc Benioff is Chair, CEO, and Co-Founder of Salesforce and a pioneer of cloud computing. He is also a philanthropist, boosting healthcare and affordable housing in Hawai'i with major donations and land contributions, and has campaigned for gender and LGBTQ+ rights. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • Why the Fed's soft landing is in sight
    2024/09/18
    All eyes are on the Federal Reserve as its highly-anticipated September meeting has finally arrived. The central bank is expected to cut interest rates for the first time in four years as it eyes a soft landing for the US economy in its battle against inflation. Dan Niles, Niles Investment Management founder and portfolio manager, joins Yahoo Finance anchor Seana Smith on Opening Bid to discuss how the Fed's rate-easing cycle could impact the market and why he believes a soft landing is in sight. Niles also discusses the state of AI and Big Tech as investors brace for a market rotation and look for returns on AI players' massive CapEx spending. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Dan Niles joins Opening Bid 04:00-Looking at a soft landing 08:50-Why META is Nile's favorite 14:40-Apple is always a bit late 18:00-Revenue of AI stocks aren't aligned with spend Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Dan Niles is the founder and portfolio manager of Niles Investment Management serving institutional and high net-worth investors since 1990. Before the Wall Street bell called to him, launching a 34 year-long career, Dan was an engineer, having received a Bachelor of Science in Systems Engineering from Boston University and a Master of Science in Electrical Engineering from Stanford University. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • Palantir co-founder talks big tech and backing Trump
    2024/09/16
    If you know the name Joe Lonsdale, Founder and Managing Partner of 8VC, you’ll also know of his brand of bold—as he self-describes—and sometimes controversial stances across technology, politics, and social issues. But as a billionaire, Silicon Valley-turned-Texas venture capitalist, no one can deny the incredible success he’s seen in business. He co-founded Palantir Technologies (PLTR) alongside Peter Thiel and others. That company is about to celebrate a big milestone with the announcement that it will join the S&P 500 (^GSPC). Lonsdale joined Asking for a Trend anchor Josh Lipton on Opening Bid to discuss the state of the company, how to succeed in business, why he’s supporting former President Trump's reelection bid, and his hot takes on American society. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Joe Lonsdale joins Opening Bid 00:40-Trump, Vance, and shifts in republican party 07:40-Advice to young people in tech 11:18-Shift in venture capitalist funding to defense 15:10-Talking Musk, Thiel, Zuckerberg, Levchin, Hoffman 20:55-Inaugural year of University of Austin Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Joseph Lonsdale is an American entrepreneur and venture capitalist. He co-founded companies including Palantir Technologies, Addepar, and OpenGov, and co-founded and serves as the managing partner at the technology investment firm 8VC. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • AI's main growth challenges live in US infrastructure
    2024/09/13
    Behind popular AI tools like ChatGPT, DALL-E, and Gemini lies the vast, often overlooked realm of infrastructure. From chip manufacturing to massive data centers, these facilities form the backbone of our digital landscape. However, they consume huge amounts of electricity, land, and water— all while dealing with a shortage of construction companies and workers. In today's episode of Opening Bid, Clayco executive chairman and founder Bob Clark sits down with Yahoo Finance anchor Julie Hyman to unpack the intricate world of AI infrastructure, the broader U.S. construction landscape, and what August's jobs report tells us about the industry. As Clark puts it, "When you're paying just $100 a day for people to show up, that is a sign of a topped out labor market." Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Bob Clark joins Opening Bid 02:00-Harris has picked up independents, but how is Trump's ceiling so high? 06:00-The struggle with regulators 13:00-Wall Street to building a street 16:00-AI chip infrastructure building constraints Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Bob Clark is the founder and executive chairman of construction firm Clayco, which he started in 1984 as a college dropout. Bob has grown Clayco into one of the top full-service building firms in North America while building Clayco's commitment to the communities in which they work. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Why split power in Washington is better for markets
    2024/09/11
    The debate Tuesday between former President Donald Trump and Vice President Kamala Harris was fiery, with both nominees hoping they won over voters with their arguments on everything from the economy to immigration. While Wall Street veteran strategist and former Wells Fargo Chief Investment Strategist Jim Paulsen, however, is more focused on the micro things, like what policies will affect individual sectors. Paulsen joined Yahoo Finance anchor Seana Smith on Opening Bid to break down what's happening in the markets, recession predictions, and expected Federal Reserve rate cuts. As far as politics go, Paulsen shared his hot take. He thinks investors should care more about split power instead of who sits in the White House. “It’s more harmful for one party to have all the power,” he explained, and would prefer a combination of parties across the three branches of government to benefit the market. All that and more on Opening Bid. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Jim Paulsen joins Opening Bid 02:30-Soft-landing and recessions look the same 08:00-The fiscal juice 14:40-Post-debate recap 18:40-Feeling like a whole new bull market Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky. Jim Paulsen is a retired Wall Street Economist after 40 years, and Former Wells Fargo Chief Investment Strategist. We're also big fans of his substack publication “Paulsen Perspectives” Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分