11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26
Summary
This episode covers the Trump administration's new effort to oust Fed Governor Lisa Cook and FCC Chair Brendan Carr's exclusive interview on SpaceX's spectrum acquisition. Markets are rebounding as Apollo's Torsten Slok analyzes rising long-term rates driven by AI momentum and fiscal concerns. The show also examines OpenAI's lower-than-expected revenue report and its impact on tech stocks, featuring Gabelli's John Belden. Additionally, AccuWeather details Hurricane Isaiah's approach to the Gulf Coast, while a live report from Macau highlights record tourism visits despite declining gambling…
Topics discussed
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Market open: SpaceX spectrum deal and index rebound
Fed policy dilemma: AI growth vs. interest rate sensitivity
AI revenue timelines and stock valuation risks
Debt to GDP and potential AI tax revenue impact
Investigation into Fed Governor Lisa Cook
Hurricane Isaiah update and economic impact
Preview: FCC Chair and OpenAI revenue news
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FCC Chair on SpaceX spectrum and telecom competition
Spectrum market dynamics and consumer benefits
Verizon's response and spectrum band strategies
FCC review of Disney's ABC station licenses
Public interest standards and media trust
Broadcast content regulations and military footage
Preview: Gabelli Fund and Macau gambling report
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Market recap and tech news: Flock layoffs, Prince Andrew
OpenAI revenue discrepancy and AI trade dependency
Gabelli Fund: AI revenue trends and IPO outlook
Macau gambling revenue lag despite record visits
Movie business: The Social Reckoning and tech docs
Legal disclaimer
Sponsor: Burlington
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