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

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In this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic predictions, and the evolving nature of productivity, Dror offers a deep dive into how technological advancements shape our physical and economic world. The conversation also covers topics such as the challenges in the housing market, defense spending, AI investment, and the impact of geopolitical shifts. This episode is packed with thought-provoking discussions and forecasts for the near future.

00:00

00:00 Introduction

00:52 Part One

01:00 Guest Introduction

03:34 Real Estate Market Insights

06:15 Challenges in Urban Development

11:46 Rethinking Productivity and Inequality

19:38 Future of Work and Education

24:06 The Flaw of GDP and Productivity

24:23 Discussing the Book: Mismatch Between Economy and World

26:31 Part Two

26:49 Encouraging Success and Taxing It

28:47 Innovation and Public Investment Funds

33:33 US Government and Defense Spending

43:28 AI and the Future of Compute

46:48 Closing Thoughts and Upcoming Book

49:54 Credits

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

This week we get into portfolio theory, or lack of, as for many the rush to big tech and wilful ignorance of everything else Wall Street has to offer seems to be the rule as opposed to the exception. Why is that, and is it sustainable? [Repeat from February, 2024]

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.)

The Magnificent Seven: Unpacking the Impact of Big US Tech Stocks

In this episode, Richard Kramer and Will Page, analysts specializing in financial markets, discuss the 'Magnificent Seven', a term referring to the big US tech companies and their significant market impact. Kramer eloquently illustrates the concentration of wealth within these tech giants and their extensive media coverage, which contributes to their continual growth. They discuss the concept of long tail distributions and how it correlates with a constraint in attention leading to invested interest in just a few companies. They scrutinize the implications of concentrated wealth and potential future industry shifts, emphasizing the need for cautious investment strategies, despite the allure of being swept up in booming tech sectors.

00:01 Introduction

00:48 Part One

00:48 The Role of Big US Tech in Portfolio Theory

03:30 The Magnificent Seven: Who Are They?

07:28 The Long Tail Effect in Financial Markets

22:56 The Investment Thesis: Backing Big Tech

23:13 Part Two

23:25 The Geographic Disparity in Big Tech

38:09 Smoke Signals: Indicators of Market Shifts

41:41 Conclusion: The Future of Big Tech Investments

41:54 Credits

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