Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to [email protected].
Massive capital expenditure in AI by Big Tech companies lacks clear, articulated business models, creating significant market uncertainty. These firms have transitioned from capital-light software businesses to capital-intensive, manufacturing-like operations, requiring a rigorous focus on return on invested capital. M...
Investment in the current market requires distinguishing between analytical investing and speculative behavior, particularly as artificial intelligence introduces unprecedented uncertainty. Howard Marks, co-founder of Oaktree Capital Management, emphasizes that while AI represents a powerful technological shift, its lo...
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