The AI Trade Just Got A Warning From Meta

The AI Trade Just Got A Warning From Meta

Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s latest decisions and what they mean for the future of the country. Finally, Ed gives his take on Trump’s personal financial disclosures. Ed Zitron is the author of the Where’s Your Ed At Newsletter, and the Better Offline Podcast. Melissa Murray is a professor at NYU Law and co-host of the Strict Scrutiny Podcast. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Avsnitt(362)

Healthcare is Broken—This Company Wants to Fix It

Healthcare is Broken—This Company Wants to Fix It

Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone...

5 Juli 1h

Tom Lee's Case for S&P 8,000 Has One Big Catch

Tom Lee's Case for S&P 8,000 Has One Big Catch

Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, a...

3 Juli 1h 1min

Chip Stocks Are On Fire — Will It Last?

Chip Stocks Are On Fire — Will It Last?

Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spi...

1 Juli 31min

OpenAI Hits Pause On Its IPO

OpenAI Hits Pause On Its IPO

Ed Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitcoin selloff means for the crypto market. Finally, Ed...

30 Juni 27min

This Market Is Directionless (And That Should Scare You)

This Market Is Directionless (And That Should Scare You)

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories...

29 Juni 1h 12min

AI Is Dumber Than Investors Think — ft. Gary Marcus

AI Is Dumber Than Investors Think — ft. Gary Marcus

Ed Elson is joined by Gary Marcus to discuss why he’s concerned about the fact that we’re all-in on AI. They explore why he argues generative AI is inherently unreliable, whether the concerns surround...

26 Juni 59min

America Finally Has a Housing Plan. Trump Is Blocking It.

America Finally Has a Housing Plan. Trump Is Blocking It.

Ed Elson is joined by Daryl Fairweather to break down whether the housing bill that just passed in the Senate will bring down housing prices in a meaningful way — if Trump lets it through. Then, Mike ...

25 Juni 34min

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