Doomsday Inflation and a Bull Case for Bitcoi...

Ed Elson speaks with Jigar Shah and Jon Parrella about whether the AI data-center buildout can really happen at the scale Big Tech and investors expect. They discuss why power is becoming the biggest bottleneck for AI, and propose solutions to ensure that America can build and ma ...  عرض المزيد

Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI. Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Ma ...  عرض المزيد

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debat ...  عرض المزيد

Scott speaks about the business of 23andMe, specifically how it illustrates what happens when growth companies don’t meet their growth expectations. He then discusses Kamala Harris’ plan to tax unrealized gains and why he doesn’t support it. He wraps up with a conversation on way ...  عرض المزيد

Scott talks about Bitcoin, explaining why it won’t replace traditional investments and why long-term diversification matters. He then shares tips on standing out in job applications and gives advice on investing inheritance money. Subscribe to No Mercy / No Malice Buy "The Algeb ...  عرض المزيد

Join us as Jeff Walton unpacks MicroStrategy's innovative financial strategies, including leveraging Bitcoin volatility, issuing convertible bonds, and building a balance sheet of permanent capital. We dive into valuations, ETF dynamics, accretive dilution, and what it means to b ...  عرض المزيد