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Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
Magnificent Noise x Richard Kramer x Will Page
185 episodes
8 months ago
Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics.

Hosted on Acast. See acast.com/privacy for more information.

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All content for Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work is the property of Magnificent Noise x Richard Kramer x Will Page and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics.

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Investing
Business,
News,
Business News
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Tectonic Shifts in TV with Doug Shapiro
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
56 minutes 8 seconds
9 months ago
Tectonic Shifts in TV with Doug Shapiro

This week let’s settle back to our sofas, grab our remote controls and work out what to watch with Doug Shapiro, among the most prominent voices in the world of television and its tech disrupters. His clear and concise work, all available to watch and read on his website is the go to for thousands.


For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com

You can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/

More on Will Page at: https://pivotaleconomics.com

(Times below correspond to the episode without considering any inserted advertisements.)


In this episode of Bubble Trouble, hosts delve into the intricacies of media disruption with Doug Shapiro, a prominent voice in TV, economics, and tech. Celebrating over a century of their show's success, they explore topics such as the supply and demand curve changes, the potential of AI in content creation, and the future of media companies amidst technological advancements. Shapiro offers insights into the tectonic shifts affecting the industry, from the rise of new media over traditional formats to the economic implications of infinite content in a world of fixed demand. The discussion also touches on intellectual property, the ethics surrounding AI, and the challenges faced by incumbents in adapting to rapid innovation.


00:00 Introduction

00:42 Part One

00:49 Guest Introduction: Doug Shapiro

01:12 Doug Shapiro's Career Journey

02:12 The Evolution of Media Consumption

03:50 Supply and Demand in Media

07:19 Generative AI and Content Creation

10:32 The Future of Media Distribution

23:09 The Creator Economy and Power Laws

27:13 Part Two

27:30 Hollywood vs. Big Tech

30:00 AI's Impact on Hollywood: A Double-Edged Sword

30:44 Disruption in the Entertainment Industry

31:23 The Future of High-End Content

32:06 AI as a Productivity Tool in Hollywood

32:46 The Rise of AI-Enabled Studios

33:43 Introducing Sora: The Future of Content Creation

35:14 The Turing Test in Video Content

38:22 Local Content vs. Global Tent Poles

40:21 The Copyright Conundrum

41:56 The Dirty Deal: Media and Tech Collusion

48:06 The Fair Use Debate

50:59 Disruption is Hard: Lessons from Netflix

54:22 Concluding Thoughts and Future Outlook

55:42 Credits




Hosted on Acast. See acast.com/privacy for more information.

Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics.

Hosted on Acast. See acast.com/privacy for more information.