Trump Wins — ft. Anthony Scaramucci

Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is star ...  Show more

Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the mid ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see t ...  Show more

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 ...  Show more

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Tr ...  Show more