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How China is Beating India in Its Own Backyard
Bloomberg Originals· 2025-06-23 08:00
If you open a map that tracks ships, zoom in on the Indian Ocean, then turn on live tracking, the vital arteries of global commerce become obvious. Without access to it, trade between Europe, the Middle East, Africa and Asia would basically grind to a halt. These are the chokepoints, the critical passages that fuel the world economy.For India, they’re non-negotiable, carrying almost all its trade and energy. Since the Indian Ocean is named after India, it is quite integral to India’s worldview. But it’s als ...
A-Rod Sees Big Growth Opportunity in Baseball
Bloomberg Originals· 2025-06-21 20:00
In a world where content is king, then certainly baseball should be king. When you're at Blackstone, when you're in Bloomberg, uh there should be your phone or your iPad where you can should be able to see all 30 teams in real time. Batting cages open.I want to see Aaron Judge. I want to see Otani, but not in uniform. I want to see him in shorts behind the scenes.What is he working on. What can I share with my son or daughter of Otani's mechanic. Because I'm also hearing them. I'm also seeing weight rooms a ...
David Blitzer’s Advice for Investing in Sports
Bloomberg Originals· 2025-06-20 20:00
So Dave, in 2010, that's a long time ago. What do you know now that you didn't know then. And how accurate was your thesis on investing in sports.Yeah. Well, I put that in in two buckets. The first thing is I get a lot of people who come to me over the last whatever number of years that are thinking of investing in a sports franchise or a league, etc. And they always ask me, you know, for lots of advice, and I kind of boil it down to like one piece of advice that hopefully they will listen to me on, which i ...
Miami Rents Rivaling NYC's
Bloomberg Originals· 2025-06-20 18:00
Like if there's one thing you don't like, what is it. Wow. I say uh people drive like crazy here.I think people are also known to sometimes look out for themselves. That's why it has this Miami ammy reputation. So there is a little bit of that. Never heard of that.Miami. Um so there is a little bit of that dynamic where a lot of people come here to show their wealth. If you find your community in Miami, it really is wonderful.What do prices look like. Well, we are gabers. uh go up like,000 per square foot, ...
Can the UK Afford to Defend Itself?
Bloomberg Originals· 2025-06-20 08:00
I can announce this government will begin the biggest sustained increase in defense spending since the end of the Cold War. Britain is back on a war footing, but apparently in threadbear shoes. The combat power that the British army can bring to bear is much, much less than it has been able to.It's now its smallest size since the polonic era, losing more people than it's recruiting. Reversing course would require a level of sustained investment that eclipses the timeline of the current prime minister's admi ...
Why Investing in Women's Sports Is Bigger Than Most Realize
Bloomberg Originals· 2025-06-19 20:00
W women's sports is from my perspective a a mega trend, a mega theme that one should get behind from an either well from every perspective, from a fan perspective, from an engagement perspective, from an investment perspective. Aside from the fact that these athletes are absolutely incredible and in my opinion haven't been marketed particularly well over the years, I always talk about the funnel when I talk about fans. What you want to get is somebody who's not a fan to be a casual fan of a sport and then y ...
Melinda French Gates on Tech’s Right Turn
Bloomberg Originals· 2025-06-19 14:00
Elon Musk and Doge. How do you feel about one man, a billionaire, having that much independent power within the federal government. Well, it's unprecedented to have anyone come in and say, you know, we're just going to wipe it out like that.That makes no sense to me. What do you make of the tech billionaires lining up behind President Trump and Silicon Valley's right turn. What I have seen in the last six to months to a year is many people who used to say one thing have absolutely shifted over here.Look, a ...
Melinda French Gates On Tech’s Right Turn
Bloomberg Originals· 2025-06-19 13:13
Elon Musk and Doge. How do you feel about one man, a billionaire, having that much independent power within the federal government. Well, it's unprecedented to have anyone come in and say, you know, we're just going to wipe it out like that.That makes no sense to me. What do you make of the tech billionaires lining up behind President Trump and Silicon Valley's right turn. What I have seen in the last six to months to a year is many people who used to say one thing have absolutely shifted over here.Look, a ...
Melinda French Gates Turns the Page | The Circuit
Bloomberg Originals· 2025-06-19 12:00
I wonder if people drive by. By and they're like, oh my God, it's Melinda. No.I think they just drive and go. What's going on. Melinda French Gates is opening up like never before.Your book is about transitions, about turning points. Do you feel like you've gone through it now that you've crossed the chasm. I feel like I'm still in transition.I mean, I really am, and quite frankly, I hope my whole life I embrace change. A billionaire, philanthropist, and. Investor.Please welcome back to the Late Show, Melin ...
Why Youth Sports Matter to Investors
Bloomberg Originals· 2025-06-18 20:00
Talk to us about the opportunity in youth sports. What's the through line for youth sports from an investment perspective. So from an investment perspective, it's massively fragmented, right.So the demand is there. I think the you people again calculate it differently. I calculate the youth sports business at about $40 billion growing, you know, high single digits a year.Our own business is growing much faster than that. But um it's if you think about it, most people who run a youth sports business is a rel ...