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Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

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Manage episode 432555210 series 2629939
Indhold leveret af Vox Media Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Vox Media Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Follow Prof G Markets:

Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research.

Order "The Algebra of Wealth," out now

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgpod:

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

674 episoder

Artwork
iconDel
 
Manage episode 432555210 series 2629939
Indhold leveret af Vox Media Podcast Network. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Vox Media Podcast Network eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Follow Prof G Markets:

Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research.

Order "The Algebra of Wealth," out now

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgpod:

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

674 episoder

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