Warner Bros. Discovery is rejecting a debt-heavy takeover, AI chips are racing ahead at CES, and pressure on the Federal Reserve is becoming one of the most consequential economic risks of 2026. In this episode, we break down why Hollywood’s consolidation fight is really about broken business models, what Nvidia, AMD, and Google just revealed about the next phase of AI infrastructure, and why weakening central bank independence could carry far bigger consequences than most market headlines suggest.🎯 WHAT YOU’LL LEARNWhy Warner Bros. Discovery rejected Paramount’s bid and what the debt math really meansHow AI chip competition escalated at CES and why Nvidia is still the gravity wellWhat AMD, Intel, Qualcomm, and Boston Dynamics are signaling about AI’s next phaseWhy China remains the biggest unresolved risk in the global AI chip raceHow political pressure on the Federal Reserve could reshape inflation and marketsWhy central bank independence matters more now than at any point since the 1970s🔍 TIMESTAMPS00:00 Intro — Media deals, AI chips, and the Fed’s role in 202600:32 Warner Bros. Discovery Rejects Paramount — Debt, Valuation & Shareholder Risk01:51 Oracle, Ellison, and the Web of Corporate Debt02:15 Movie Theaters Push Back — A Broken Studio Model03:13 CES AI Updates — Nvidia’s Vera Rubin & Alpha Neo Chips04:14 AMD’s Strategy — Data Centers vs AI PCs05:28 Intel, Qualcomm, and the AI Catch-Up Problem05:56 Boston Dynamics + Google DeepMind — AI Meets Robotics06:23 China, AI Chips, and the Global Competition Question07:00 The Federal Reserve — Why Independence Matters08:23 Inflation Reality Check — How Prices Have Actually Changed10:18 How the Fed Was Designed to Resist Politics12:09 Emergency Powers, QE, and Crisis Management14:33 Why Politicizing the Fed Is a Serious Economic Risk16:06 Takeaway — What’s at Stake Heading Deeper into 2026👍 FOUND VALUE?Like, comment, and share so more leaders see this analysis.📚 SOURCES & DATA:Warner Brothers Rejects Paramount Deal Again: https://apnews.com/article/warner-bros-discovery-paramount-netflix-4e1950023fd5efe0db1bc9cda7074465CES Nvidia: https://www.businessinsider.com/announcements-coming-out-of-ces-nvidia-vera-rubin-autonmous-vehicle-2026-1 CES Updates: https://apnews.com/article/ces-nvidia-amd-lego-uber-a3e6e4e582ff83a4aa331d1791140369Oracle debt episode: https://youtu.be/pzxiAw9pBaQ Rivian AI chips: https://youtu.be/B84tYj0MCR8 AI chips giveaway to China: https://youtu.be/UphXmFOYUU8 Trump vs The Fed: Independence in Question – https://internationalbanker.com/finance/trump-puts-federal-reserve-independence-under-increasing-threat/Federal Reserve Overview: Structure & Mission – https://www.federalreserve.gov/aboutthefed.htmLatest U.S. Inflation Report (CPI Data) – https://www.bls.gov/news.release/cpi.nr0.htmWhy “Affordability” Defines the U.S. Economy Right Now – https://www.cnbc.com/2025/12/24/affordability-is-a-buzzword-right-now-these-charts-show-why.htmlInside the Federal Reserve: Who We Are & What We Do – https://www.federalreserve.gov/aboutthefed/fedexplained/who-we-are.htmThe Fed’s 100-Year Story: Its History & Power – https://www.federalreservehistory.org/essays/federal-reserve-historyThe Fed Explained in Simple Terms – https://usafacts.org/articles/the-federal-reserve-explained/What Is the Federal Reserve? A Full Breakdown – https://www.cfr.org/backgrounder/what-us-federal-reserveJust the Fed Facts: How the System Works – https://www.atlantafed.org/about/federal-reserve-system/just-the-fed-facts12 Things the Fed Actually Does – https://www.stlouisfed.org/open-vault/2019/november/what-does-federal-reserve-do-12-thingsEurozone Inflation Outlook: Inside the ECB’s 2025 Policy Blog – https://www.ecb.europa.eu/press/blog/date/2025/html/ecb.blog.20251223~aad70ce537.en.htmlCentral Bank Independence Under Threat? – https://www.imf.org/en/news/articles/2024/06/17/sp061424-central-bank-independenceFull list: 👇 SUBSCRIBE FOR SHARP INSIGHTS 🔔YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQSpotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473Web: https://goodrevenue.io/goodrevenueFollow Neeta: https://www.linkedin.com/in/neetabidwai/ Hosted on Acast. See acast.com/privacy for more information.
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