For years, the key to beating the stock market was to invest a lot in the big tech stocks like Facebook and Apple. But in 2018, they stumbled hard, amid a general selloff in the market, concerns about their growth potential, and concerns about regulation out of DC. So what's next for them? On this week's episode, we spoke to Leigh Drogen, the founder and CEO of Estimize, a site that gathers buy-side earnings forecasts. Leigh has a great feel for the business models of each company, and the challenges and opportunities that they face.

For years, the key to beating the stock market was to invest a lot in the big tech stocks like Facebook and Apple. But in 2018, they stumbled hard, amid a general selloff in the market, concerns about their growth potential, and concerns about regulation out of DC. So what's next for them? On this week's episode, we spoke to Leigh Drogen, the founder and CEO of Estimize, a site that gathers buy-side earnings forecasts. Leigh has a great feel for the business models of each company, and the challenges and opportunities that they face.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday, Thursday, and Friday

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

On Bloomberg&rsquo;s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday, Thursday, and Friday.

Understanding The Big Tech Stocks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/660aab37-188d-480c-8c8c-ae270056972e/transcript

The story you hear nowadays is that America is struggling to make things and can't compete with China when it comes to advanced manufacturing. But of course, there's tons of high-tech stuff being produced in the US, and more and more companies are doing it out of Southern California, with factories sprouting up around Los Angeles to build things like precision metal parts and jet engines. Two founders who are actively engaged in building things in LA are Tom Mueller, founder of Impulse Space (and Employee No. 1 at SpaceX), as well as Hadrian founder Chris Power. Impulse Space is building in-space transport vehicles while Hadrian is creating autonomous factories. This episode, which was recorded live at the Vermont Hollywood, is from our first ever Odd Lots live show in LA . We talk to Chris and Tom about how the US lost its manufacturing edge and why LA is becoming a destination for people who want to make and build hardware.

The story you hear nowadays is that America is struggling to make things and can't compete with China when it comes to advanced manufacturing. But of course, there's tons of high-tech stuff being produced in the US, and more and more companies are doing it out of Southern California, with factories sprouting up around Los Angeles to build things like precision metal parts and jet engines. Two founders who are actively engaged in building things in LA are Tom Mueller, founder of Impulse Space (and Employee No. 1 at SpaceX), as well as Hadrian founder Chris Power. Impulse Space is building in-space transport vehicles while Hadrian is creating autonomous factories. This episode, which was recorded live at the Vermont Hollywood, is from our first ever Odd Lots live show in LA . We talk to Chris and Tom about how the US lost its manufacturing edge and why LA is becoming a destination for people who want to make and build hardware.

How LA Is Quietly Becoming America's New Industrial Tech Hub

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8d30821d-cf7d-4147-b00e-b4cb01647404/transcript

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom.

Introducing: Bloomberg Money

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8e30cc48-c94f-47b3-b450-b4ca014b861f/transcript

We're in an era of megadeals, with Goldman Sachs reporting a record year for big deal volumes as companies scramble to compete with AI. Gene Sykes has seen multiple deal cycles come and go over his multi-decade career. The co-chair of global mergers and acquisitions has worked on famous transactions like Comcast's purchase of Universal and Disney's buyout of Pixar. In addition to being "the most-influential M&A banker you've never heard of," as New York magazine has put it, he has also spearheaded Los Angeles's successful bid to bring the Olympic Games to the city in 2028. In this conversation, recorded live at the Future Proof Festival in Huntington Beach, California, we discuss how a city pays for a big event like the Olympics, and parallels between the early 2000s TMT environment and now.

Read more:
Port of LA Foiled Around 120 Million Cyberattacks Last Month
Goldman’s Snider Says Fears of US Earnings Bubble Are Misplaced

Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots

Subscribe to the Odd Lots Newsletter
Join the conversation:discord.gg/oddlots

We're in an era of megadeals, with Goldman Sachs reporting a record year for big deal volumes as companies scramble to compete with AI. Gene Sykes has seen multiple deal cycles come and go over his multi-decade career. The co-chair of global mergers and acquisitions has worked on famous transactions like Comcast's purchase of Universal and Disney's buyout of Pixar. In addition to being "the most-influential M&amp;A banker you've never heard of," as New York magazine has put it, he has also spearheaded Los Angeles's successful bid to bring the Olympic Games to the city in 2028. In this conversation, recorded live at the Future Proof Festival in Huntington Beach, California, we discuss how a city pays for a big event like the Olympics, and parallels between the early 2000s TMT environment and now.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-09-17/port-of-la-foiled-around-120-million-cyberattacks-last-month?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Port of LA Foiled Around 120 Million Cyberattacks Last Month</a> <a href="https://www.bloomberg.com/news/articles/2026-09-18/goldman-s-snider-says-fears-of-us-earnings-bubble-are-misplaced?utm_medium=referral&amp;utm_source=podcast&amp;utm_campaign=odd_lots&amp;utm_content=article" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Goldman&rsquo;s Snider Says Fears of US Earnings Bubble Are Misplaced</a>
Only <a href="http://Bloomberg.com" data-inline-card="" data-card-data="">http://Bloomberg.com</a> subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at&nbsp; <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">bloomberg.com/subscriptions/oddlots</a>
<a href="http://bloomberg.com/subscriptions/oddlots" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">Subscribe to the Odd Lots Newsletter</a> Join the conversation: <a href="https://discord.gg/oddlots" data-prosemirror-content-type="mark" data-prosemirror-mark-name="link">discord.gg/oddlots</a>

A Goldman M&A Banker Helped Bring the Olympics to Los Angeles

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c42dc4e-ca08-46cf-b2c6-b4c90112084e/transcript

Understanding The Big Tech Stocks

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