Prof G Markets: Why Netflix Dominates, China’...

As read by George Hahn. https://open.substack.com/pub/profgmedia/p/little-tobacco-moment Learn more about your ad choices. Visit podcastchoices.com/adchoices 

George Hahn connects the dots across the week's biggest stories: why neither side can afford to stop the war with Iran, what Dan Driscoll's resignation says about military readiness, and how 700 OpenAI agents escaped their sandbox while another model saved a thousand lives. Plus, ...  Show more

Scott shares his thoughts on Nvidia’s incredible first quarter earnings and breaks down what its stock split means for investors. He and Ed then look at the UK’s upcoming election in light of the country’s struggling economy. Plus, they discuss some of the cultural differences th ...  Show more

Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the company has significant room for growth. Scott and Ed also discuss Netflix's pote ...  Show more

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ...  Show more

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ...  Show more