Is Breaking Up Intel The Right Move? + The New Gold Rush

This episode of Prof G Markets interviews Josh Brown, discussing recent market trends. The conversation covers disappointing housing starts data (attributed partly to weather but also high labor costs), the controversial $44 billion valuation of X (Twitter), the trend of companies using Bitcoin as a treasury asset (with a critical analysis of MicroStrategy's strategy), and the potential breakup of Intel. Brown offers insights into these events, including his skepticism towards the X valuation and his view that MicroStrategy's strategy is only viable if Bitcoin's price continues to rise. He concludes by predicting a positive reaction to Nvidia's upcoming earnings report.