Special Episode: State of the Market Roundtab...

I first met today’s guest just under 34 years ago on my first day at work in the London Market. Back then Alfonso Valera and I worked in the London-based Lloyd’s subsidiary of the biggest broker in Spain. Alfonso was my senior and had already been in post for a year and patiently ...  Show more

Patrick Tiernan has come into the CEO role at Lloyd’s with the market brimming with confidence after a third successive year of strong profitability. Now that competitive forces are reasserting themselves with renewed vigour, the question is what next? From this meeting the futur ...  Show more

Nicolai Tangen meets with David Ricks, CEO of Eli Lilly, for a discussion about the pharmaceutical giant's remarkable journey. At the forefront is Eli Lilly's breakthrough work with weight reduction drugs, which are showing promise far beyond their original ...

We've curated a special 10-minute version of the podcast for those in a hurry.   Here you can listen to the full episode:  https://podcasts.apple.com/no/podcast/eli-lilly-ceo-the-weight-loss-drug-revolution-ai-in/id1614211565?i=1000693848152&l=nb Nicolai Tangen meets with David Ri ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expe ...  Show more

Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recen ...  Show more