Prof G Markets: Is Breaking Up Intel The Righ...

As read by George Hahn. https://www.profgmedia.com/p/asymmetry Learn more about your ad choices. Visit podcastchoices.com/adchoices 

George Hahn connects the dots across the week's biggest stories: why the S&P, oil, and treasury yields are all hitting record highs, the tradeoffs of giving up privacy for safety, and what happens when Americans stop believing anyone is coming to help. We’d love your feedback as ...  Show more

Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bitcoin. Then Josh unpacks the potential breakup of In ...  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 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