Is Lemonade A Lemon?

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enth ...  Show more

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ...  Show more

Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.

We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and ...

Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on out ...  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

Follow Prof G Markets: Apple Podcasts Spotify  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 Cer ...  Show more