Ed Ludlow

And SpaceX is considering a merger with Tesla or with XAI.

We'll discuss what we know so far.

Some extraordinary reporting from you and the team.

And let's dig into what the macro picture is today, because it is a macro story that dictates these moves.

The next Fed chair, is he going to be hawkish?

That's the way the market currently thinks.

A little bit more, we're seeing the NASDAQ 100 off by 6%.

Look, we're up on the month.

And in fact, we're having the best month since October for the NASDAQ 100 and the S&P 500.

But on the day, we temper some of our risk on sentiment.

We're certainly seeing Bitcoin still not feeling any love.

We're now at just 82,000 level at the moment, Ed.

dropped by 1.9%.

We are down for four straight months, the longest losing streak for this asset class since 2019.

And gold and silver today?

Well, you've seen the volatility, and it is all about the macro picture.

Yeah, a little underperformance in tech.

Let's get to it with Bloomberg International Economics and Policy Editor, Mike McKee.

What is the Kevin Walsh school of monetary policy and economics that the world of technology needs to know about?

What's interesting is what he thinks about labor and how that will be impacted.