Prof G Markets

AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

Why OpenAI And Anthropic Are Pumping The Brakes

The debate over AI development centers on whether industry leaders should "pace the frontier" to ensure safety or accelerate progress to maintain competitiveness. Rather than halting innovation, major labs are shifting compute resources toward monitoring and safety protocols to mitigate risks like rogue AI agents and m...

The Rate Hikes Are Coming

Persistent inflation and rising oil prices, currently exceeding $100 per barrel, are driving a significant transfer of wealth from diesel-dependent consumers to energy producers and landowners. The U.S. faces a precarious fiscal future, with national debt surpassing $40 trillion and interest payments now exceeding defe...

Why The Bond Market Is Starting To Revolt — ft. Katie Martin

Anthropic Whistleblower Says AI Could “Kill Us All”

Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney

OpenAI Says “AGI” Is Here — What Does That Actually Mean?

Market volatility and economic health take center stage as stock futures react to geopolitical tensions and the release of OpenAI’s latest model, Astra. Industry experts challenge the "AGI" label applied to Astra, characterizing it as a marketing tactic that lacks the transformative economic impact predicted by its pro...

Why Nobody Trusts the News — And How to Fix It

Tyler Cowen: The AI Bears Are Asking The Wrong Questions

Artificial intelligence represents a fundamental technological shift rather than a traditional market bubble, with volatility and company failures serving as expected historical patterns. Economist Tyler Cowen argues that while massive capital expenditures raise sustainability questions, the technology is already drivi...

Bonds Are Warning Of A Global Inflation Crisis

Geopolitical Expert: Iran War May Drag On For Years

Global markets are reacting to heightened geopolitical tensions in the Middle East, as the U.S.-Iran conflict drives oil prices toward $95 a barrel and pushes 10-year Treasury yields to multi-year highs. Ian Bremmer notes that both nations are engaged in a cycle of geopolitical price discovery, with neither side showin...

Why Bessent Tried To Rescue The Bond Market (And Failed)

Bond market volatility persists as Treasury Secretary Scott Bessent’s off-schedule debt buybacks clash with Federal Reserve Chair Kevin Walsh’s hawkish commitment to curbing inflation. While Bessent attempts to manage liquidity and borrowing costs, Walsh’s refusal to provide forward guidance and his focus on persistent...

Scott Galloway On Money, Happiness, And The Search For Enough

Prof G Markets Is Taking A Break — You Should Too

The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman

“AI Compute Futures” — Has Wall Street Gone Too Far?

Inside Nvidia’s $500B AI Financing Loop

Nvidia’s recent $500 billion financing initiative for AI infrastructure raises significant concerns regarding circular financing and the viability of treating AI chips as an investable asset class. While Nvidia aims to bridge the capital gap for data center expansion, the reliance on debt and potential backstopping by ...

Here's What The Jobs Report Isn’t Telling You

Bulls vs. Bears: Who’s Right About This Market?

Aswath Damodaran: Big Tech Has No Idea How AI Pays Off

Big Tech companies are undergoing a fundamental shift from high-margin, low-capital software businesses to capital-intensive, manufacturing-like models driven by massive AI infrastructure investments. This transition complicates traditional valuation metrics, as companies like Meta, Amazon, and Google report earnings h...