And now to our newsmaker of the morning. He is here joining us to discuss the markets, the history of economic bubbles, artificial intelligence, so much more. Bridgewater founder Ray Dallio is with us. Good morning to you, sir. >> Good morning. >> So, you've been uh providing lessons for us for a very long time about economic cycles and where we are and what's going on. The big question in the market right now because we're looking at Nvidia this morning and I think a lot of people are waking up thinking wh ...

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Potential Acquisition of Warner Brothers - Paramount is reportedly preparing a bid to acquire Warner Brothers, with the bid potentially arriving as soon as next week [1][2] - The bid is expected to be largely or entirely in cash, as the Warner Brothers board is unlikely to favor a deal heavily weighted in Paramount stock [3][4] - A bid in the low 20s (presumably USD per share) comprised largely of cash could attract the Warner Brothers board's attention [4] Financial Considerations - Both Paramount and Warner Brothers are highly leveraged, with leverage ratios exceeding three times [5] - To finance an all-cash bid, Paramount would likely need a significant cash infusion, potentially from Larry Ellison and partners like RedBird, which could dilute Paramount shareholders [6][7] - Cost synergies resulting from a merger between Paramount and Warner Brothers could allow for additional leverage, despite both companies already being over three times leveraged [17] Strategic Implications - Warner Brothers is moving forward with a split into its global networks business (owning 20% of the other part of the business) and its streaming/studio business, expected around April of next year [7][8] - Paramount may be moving quickly to make a bid before the split, to avoid competition from larger tech companies like Netflix, Apple, and Amazon for the streaming/studio assets [11] - If Warner Brothers receives a bid from Paramount, it may need to solicit offers from other potential buyers like Netflix, Apple, and Amazon to ensure it is maximizing shareholder value [9] Regulatory and Competitive Landscape - Regulatory approval is expected if Paramount makes an offer accepted by the Warner Brothers board [23] - Comcast is unlikely to bid for Paramount while spinning off its cable networks [24]

Investment Strategy - The document explores the investment decision between investing $1 million in crypto for 3 years versus holding cash [1] - The analysis focuses on a hypothetical scenario involving a substantial investment amount [1] Risk Assessment - The core question revolves around the risk-reward profile of cryptocurrency investments compared to the relative safety of holding cash [1] - The document implicitly acknowledges the volatility and potential for both significant gains and losses in the crypto market [1]

⚡️ INSIGHT: Warren Buffett's Berkshire reports holding $100.49B in cash by the end of June.If 5% was allocated to $BTC in early 2025, it would have generated $850M in additional gains by August. https://t.co/3lFJD0H4MD ...

Defensive Sectors & Investment Strategy - Defensive sectors are gaining attention as the back half of the year approaches [1] - Healthcare sector ETFs have experienced significant outflows, with healthcare's performance versus the S&P 500 in its bottom decile over the last 50 years [3] - Investors should consider going global and employing long/short strategies, as most investors are long-only and focused on US assets [6] - Opportunities exist in exchange rate markets, which few investors include in their portfolios [7] - Global macro managers are building long bond positions as yields have risen [8] Market Dynamics & Fund Flows - Crypto is a leading category with investors latching onto the movement, with Bitcoin prices hitting $123,000+ [13] - Investors are allocating money to cash, attracted by the 425% (4 and a quarter) returns in money market funds [14] - Small caps are experiencing outflows despite a rally, potentially presenting a contrarian play [15] Portfolio Adjustments & ETF Management - ETF managers are adjusting positioning based on how they're seeing managers shift their positions on a daily basis [10] - In times of rapid policy and market changes, managers may shift positions from long to short over weeks [11] - ETFs can bring in strategies that navigate policy changes for investors [12] Investment Opportunities - Building portfolios that can perform well in a falling growth environment, including long bonds, long gold, and short the US dollar, is a non-consensus view favored by some hedge funds [16] - Bitcoin momentum presents a significant opportunity [17]