Has Apple Lost Its Mojo? + BlackRock’s $23B B...

Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson upgraded Oracle’s stock. Then, Ed is joined by Doug O’Laughlin, President of Semianalysis, to examine why memory stocks are doing so ...  Show more

Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he discusses what’s happened to Bitcoin over the past two weeks with Tom Lee, Chief Investment Officer of Fundstrat Capital. Finally, Ed ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a clien ...  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

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

Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ...  Show more