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Prof G Markets
Is Breaking Up Intel The Right Move? + The New Gold Rush
Feb 24, 2025
Josh Brown, Co-founder and CEO of Ritholtz Wealth Management, shares insights on the potential breakup of Intel and its leadership challenges. He emphasizes the need for visionary leadership in the tech industry. The conversation also tackles the recent surge in gold prices amid geopolitical tensions, with a critical look at whether gold is a smart investment compared to stocks. Josh highlights the risks of companies adopting Bitcoin strategies and the implications for the housing market.
01:02:48
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Quick takeaways
- January's housing data indicates a significant decline, yet some regions see a 24.9% increase, showcasing market disparities.
- Intel's declining status in the semiconductor sector highlights the need for visionary leadership to navigate strategic realignments.
Deep dives
Housing Market Challenges
U.S. housing starts declined by 9.8% in January, primarily due to adverse weather conditions and high mortgage rates. Builders are slowing down construction due to increased costs from labor shortages and tariffs, alongside an ongoing inventory crisis. A closer look reveals that while national figures appear grim, certain regions are experiencing a 24.9% increase in home building, indicating a disparity in market conditions across the country. Investors are encouraged to watch for potential recovery in mortgage rates and improved seasonal construction activities that may boost housing stocks.
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