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Eric and Matt break down a strong third quarter that saw the S&P 500 climb 10%, leaving Liberation Day's tariff chaos behind. They explore the growing divide between wealthy asset owners feeling great and everyone else struggling with inflation, while examining why bonds are pricing in Fed rate cuts even as stocks surge. The conversation turns to the private markets boom and whether opening up private equity to retail 401(k) investors is a good idea or a disaster waiting to happen. Eric shares why AI companies are burning massive amounts of capital with unclear returns, yet may be impossible to bet against if they build a cult-like following. They note that credit markets still look healthy despite late-cycle warning signs, making this moment particularly unusual. A straightforward look at where we are in this cycle and what actually matters as we head into year-end.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:30) Economic Structures and Consumer Demand
(00:04:34) Tariffs and Their Impact on the Economy
(00:05:10) Travel and Leisure Sector Post-COVID
(00:07:44) Bond Market and Federal Reserve Actions
(00:16:34) Private Equity and Market Trends
(00:22:24) Retirement Funds and 401(k) Investments
(00:25:04) Concerns Over New Investment Vehicles
(00:26:51) Debates on Private and Public Assets
(00:30:14) Religious Investor Bases and Market Dynamics
(00:31:54) AI and Its Impact on Markets
(00:41:46) Social Media and Market Sentiment
(00:44:04) Concluding Thoughts on Markets and Society
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My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul and his team spotted the AI inflection point early, why infrastructure partnerships define the winners and losers in this space, and how DDN balances discipline with massive growth opportunities. Please enjoy this conversation with Paul Bloch.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:02) DDN's Role in AI Infrastructure
(00:02:08) Competition and Collaboration in the AI Market
(00:04:31) Customer Engagement and Use Cases
(00:08:06) Economic Models and Government Involvement
(00:11:49) Sovereign Cloud and Global AI Perspectives
(00:16:19) AI's Rapid Evolution and Future Outlook
(00:21:46) Partnerships and Strategic Decisions
(00:35:01) Beliefs on AI
Learn more about your ad choices. Visit megaphone.fm/adchoices
