Bloomberg Audio Studios, podcasts, radio news.
A single best idea and on a wonderful Friday, a strange Friday. Thank you Claudia Sam for being with us. It's jobs Day, but it wasn't. And I have to admit, not in the last twenty four hours, but in the last three days, distant from the agony of no paycheck. It's just hit me, the agony of the shutdown. This
is serious stuff. We all know that nobody needs to hear it from me, but it was a joy to have Claudia Sam with their prodigious abilities, really talk about where we are with no October paychecks TSA just as one example, five weeks into this as well, and where we could be in days. I have no idea what happens this weekend around the airlines of that. I thank you to all of our team out at Newark for their reporting today. But I just tell you, folks, to shutdown.
It is real. We had a wonderful conversation with Troy Guyeski. This is just a wonderful window into like sort of like the academics and also the job of what are so many of our guests do. I'm Katie Kaminsky of Elves Simplex DOUBLEEPHD and Electrical Engineering from MIT up in Boston, Good Morning ninety two nine FM, and then into Gaysky Chemical Engineering MIT as well. On the markets, here's Troy Guyesky, a future standard.
Fundamentally talked about technicals a lot with your electrical engineering guests before. No offense to that discipline, but you know we're chemy's right, Tom, your dad was obviously, but you know, on the fundamentals right now, it's really a collision course between the tremendous AI spends that are going on, of which in Nvidia and hardware huge beneficiaries, and the concern over whether those can be sustained by cash flows going forward. So we would think we're in more of a consolidation
period and the trend will re emerge over time. But make no mistake, you know, at this particular point it's unlikely we have material upside into next week. It's going to take several weeks for consolidation, and then the fundamentals when Videa's earnings come out, should reassert themselves.
Try to ask you. We heard that from Ben Ladler as well at Bradesco, and then it just has to work itself out. Ben Ladler, with that great Christmas Eve twenty eighteen call still quite optimistic on the underlying trend, something Katie Kaminski's expert on at Alpha Simplex. We continue with Troug Gaski, this is just a moment, folks into the academics. I take immense umbrage at the great inflation today, and I take immense agony that people think it's everywhere
in every university. One of the hallmarks of the success of Bloomberg over three decades plus has been we try to hire best and brightest from academic programs with rigor. Just a window into the chemical engineering program at Massachusetts Institute of Technology, just for a moment, Troy Guyesky butchering his freshman year at MIT, Well.
How I guess I'm proud enough at this stage of my life to admit that my first chemical engineering class was thermodont Amics and fluid Mechanics, and literally the first fluid mechanics test. I got an eighteen in eighteen right, and I studied my rear off for it, and so it was like Holy cow. But the mean was a thirty one, so I didn't feel like such a loser.
For those of you in the record, I had Searsan Zamansky and aerospace at Boulder, and I think I pulled a D plus and the curve in a was I'm going to say fifty. I mean the reality here away from this idiot great Inflation of twenty twenty five, is there some rigorous programs out there. Shut out to Jim Kern with all of his academics at keil Tech as well, but many many other guests, a prodigious intellect that we're trying to bring you every day and economics, finance, investment,
and international relations. That was Troy Gieski at Future Standard on podcasts, out at Apple, out of Spotify on YouTube podcasts at Single Best Idea