Prof G Markets

Gil Luria, Head of Technology Research at D.A. Davidson, shares insights on Nvidia's surprising earnings drop despite impressive growth. He discusses regulatory and geopolitical challenges facing Nvidia in the Chinese market, while unpacking Trump's 50% tariff on India and its implications for U.S.-India relations. Lastly, the conversation touches on California's new tax incentives aimed at revitalizing Hollywood, scrutinizing whether they can effectively combat competition from digital platforms.

In this engaging discussion, Sarah Binder, a Senior Fellow at Brookings and political science professor at GWU, analyzes Trump's attempt to fire Federal Reserve Governor Lisa Cook and its implications for the Fed's independence. The conversation shifts to Eli Lilly's promising new weight loss pill, which could reshape the obesity drug market. Lastly, practical tips are shared on how to stay relevant in a world increasingly influenced by AI, emphasizing the importance of skills like curiosity and personal connections in navigating future careers.

Join Justin Wolfers, a professor of public policy and economics at the University of Michigan, as he dives into the U.S. government's bold move to acquire a 10% stake in Intel. They explore the unsettling implications of government intervention in the private sector and the potential effects on corporate innovation. The discussion also unpacks Jerome Powell's Jackson Hole speech, hinting at possible interest rate cuts while facing internal divisions. Lastly, they analyze the staggering success of OnlyFans, spotlighting its role in addressing loneliness in the digital age.

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, shares insights on the recent tech selloff and the state of AI investments, questioning if we're in bubble territory. He discusses the implications of new regulations allowing alternative assets in 401(k) plans and the pros and cons for retail investors. Brown also predicts the Federal Reserve's next moves post-Jackson Hole. With his market expertise, he highlights the balance between high AI stock investments and the need for diversification.

Aswath Damodaran, a Professor of Finance at NYU's Stern School of Business, shares his insights on America’s evolving country risk and the reactive nature of today's markets. He delves into the AI hype surrounding tech valuations, critiques the notion of finding 'the next Amazon,' and discusses the implications of Bitcoin as a treasury asset. Damodaran also highlights the challenges posed by the broken IPO pipeline and how private markets are reshaping capital access, emphasizing the need for a long-term investment perspective.

Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, shares insights into Disney's earnings, discussing the challenges of traditional business models and the NFL deal. Meanwhile, Mark Mahaney, Senior Managing Director at Evercore, breaks down Uber's impressive revenue growth and market positioning in the race for autonomous vehicles. They explore how both companies are adapting to a rapidly changing landscape and what it means for their futures in a competitive marketplace.

Patrick Moorhead, the Founder and CEO of Moor Insights and Strategy, shares his expertise on AMD's recent second quarter earnings, highlighting a notable 32% revenue increase despite challenges. The discussion reveals insights into the competitive pressures from NVIDIA and the impact of U.S. export restrictions to China. They dive into the implications of legal troubles faced by Tesla regarding its robotaxi service and explore the potential succession of Jerome Powell as Federal Reserve chair, mapping out the contenders and their qualifications.

Joining the conversation is Charles Elson, Founding Director of the Weinberg Center for Corporate Governance, who brings his expertise in corporate governance and executive pay. They dissect the dramatic firing of the BLS chief following a jobs data stall, highlighting implications for market credibility. The discussion shifts to Elon Musk's controversial $29 billion pay package, scrutinizing its fairness and the board's role. Lastly, they delve into the surprising climb of American Eagle's stock, pointing out how cultural factors sway market performance.

Scott and Ed dive into the earnings reports from tech giants like Microsoft, Meta, Apple, and Amazon, revealing significant shifts in the cloud sector. They discuss the market's reaction to capital spending and the implications of a recent tariff blitz, highlighting how tech companies remain resilient compared to traditional industries. The duo also engages in a lively debate about the ongoing robotaxi wars, pondering which players in the autonomous vehicle space are best positioned for future dominance.

Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab, shares his insights on market dynamics and investment themes. He discusses how tariffs are reshaping earnings and consumer behavior, highlighting unexpected growth in some sectors. The conversation also explores the resurgence of meme stocks and the role of AI in trading strategies. Gordon delves into interest rates and inflation, providing a thought-provoking analysis of the market's future as companies navigate economic challenges and leverage technology.