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Everything the podcasts said · one show
Prof G Markets
≈ daily

Scott Galloway and Ed Elson daily briefing on markets, earnings, and Big Tech.

In the last 30 days, Prof G Markets produced 215 attributed ideas; most-discussed: NVDA, SPCX, CRWV.

30
Ideas · 7d
215
Ideas · 30d
670
Ideas · all time
105
Episodes
Latest attributed ideas · most recent first
17 OCT2D AGOHow The Children Of Billionaires Took Over America
17 OCT2D AGOHow The Children Of Billionaires Took Over America
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
Nvidia's customer financing as opaque debt risk
SHOWS SPLIT36 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
16 OCT3D AGOWill The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
15 OCT4D AGOCoreWeave Is Imploding — And Taking AI Stocks Down With It
CoreWeave's debt spiral as AI neocloud canary
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
15 OCT4D AGOCoreWeave Is Imploding — And Taking AI Stocks Down With It
15 OCT4D AGOCoreWeave Is Imploding — And Taking AI Stocks Down With It
15 OCT4D AGOCoreWeave Is Imploding — And Taking AI Stocks Down With It
15 OCT4D AGOCoreWeave Is Imploding — And Taking AI Stocks Down With It
Neocloud and Oracle refinancing wall ahead
SHOWS SPLIT17 SHOWS · NOT ALL ON THE SAME SIDEORCLOpen in Zortix →
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
Valuation dislocation in chip stocks
SHOWS SPLIT10 SHOWS · NOT ALL ON THE SAME SIDEMUOpen in Zortix →
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
CoreWeave as a poster child for AI risk
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
14 OCT5D AGOElon Musk Spent $366M On The Midterms — Will It Work?
Software beneficiaries of AI tools
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEPLTROpen in Zortix →
13 OCT6D AGOHas Nvidia Become Too Big To Fail?
13 OCT6D AGOHas Nvidia Become Too Big To Fail?
13 OCT6D AGOHas Nvidia Become Too Big To Fail?
13 OCT6D AGOHas Nvidia Become Too Big To Fail?
13 OCT6D AGOHas Nvidia Become Too Big To Fail?
13 OCT6D AGOHas Nvidia Become Too Big To Fail?
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION