Prof G Markets Is Breaking Up Intel The Right Move? + The New Gold Rush
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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.
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Housing Market Challenges
- US housing starts slowed in January due to harsh winter weather, high mortgage rates, and inventory shortages.
- Homebuilders also face challenges from tariffs and rising labor costs, impacting home prices and affordability.
Optimism in Homebuilding
- Consider what could go right, instead of focusing solely on negative news.
- Homebuilders will find ways to profit, regardless of tariffs or other obstacles.
X Valuation Factors
- X's potential $44 billion valuation might be influenced by Elon Musk's momentum, the platform's changing advertising landscape, and investor interest in associating with Musk.
- This valuation contradicts Fidelity's recent $10 billion estimate, possibly reflecting renewed advertiser confidence and the perceived value of XAI.