Prof G Markets: The DOJ’s Landlord Lawsuit + ...

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 and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ...  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 the UK’s investigation into Microsoft’s Inflection acquihire, as well as Nippon Steel’s potential acquisition of US Steel and Andreesen Horowitz’s decision to close its Miami office. Then Scott shares his thoughts on why millionaires are f ...  Show more