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Prof G Markets
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Josh Brown: If This Is A Bubble, It’s Pathetic
Josh Brown and Scott Galloway, joined by Ed Elson, argue whether the AI boom is a bubble, centring on Anthropic's pre-IPO financials: revenue rising from about $1.2B to roughly $16B in the first…
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Gil Luria of Tech Equity argues that Microsoft's clean beat-and-raise, with Azure growth accelerating to 48% on a $120B-plus base, justifies its rally, and that its neocloud overflow model keeps…
Why Steve Eisman Isn't Buying Anthropic's IPO
Steve Eisman and Ed Elson dissect Anthropic's S-1 ahead of its IPO and largely conclude that the stock is not a safe buy.
The $800 Billion Catch Behind Anthropic's IPO
Paul Kedrosky and Ed Elson dissect Anthropic's S-1 filing, arguing the first-half operating loss of about $693M looks like a best-face IPO number rather than a durable trend.
The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Scott Galloway and Ed Elson discuss the reported plan to merge Tesla and SpaceX, which they see as a potential rescue of a struggling Tesla using SpaceX stock, with Musk retaining control.
Meet The Millionaire Class That Really Runs America
Owen Zidar and Eric Zwick, authors of a book on the millionaire class, argue that business owners, especially pass-through owners, hold outsized economic and political power in the US.
Why Elon Might Merge Tesla And SpaceX
Prof G Markets weighs whether Elon Musk might merge Tesla and SpaceX.
Is Nvidia Selling More Chips Than Anyone Can Use?
Ed Zitron and Ed Elson debate whether Nvidia is selling more chips than customers can use.
Why The Tech Selloff Just Reversed Course
John Mowrey argues the recent tech selloff has reversed course and that many AI-linked stocks were over-punished, pointing to Texas Instruments (over 50% year-over-year growth, 2% dividend yield),…