Prof G Markets

Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI

SpaceX Raised $111B — It Already Needs More

Why The S&P Just Hit A Record High — Despite Soaring Yields

Brazil’s Far-Right Is Surging — Investors Love It

5 Stocks Are Carrying The Market — Here's How To Protect Yourself

This EU Firm Made Billions Buying Up Forgotten Tech

How America Got Hooked On Sports Betting

Steve Eisman: One Company Could Break The AI Boom

Financial market stability faces mounting pressure from an AI-driven investment landscape characterized by extreme concentration risk and rising interest rates. Steve Eisman, an investment analyst renowned for predicting the 2008 subprime mortgage crisis, argues that leading AI firms are manufacturing a regulatory cris...

The FTC Is Investigating OpenAI — Here’s Why

The rapid expansion of artificial intelligence faces mounting regulatory and security challenges as OpenAI and Anthropic confront an FTC investigation following reports of tens of thousands of agentic security incidents. While these safety failures and potential extinction risks dominate headlines, enterprise adoption ...

Anthropic’s Financials Revealed — The Losses Are Stunning

Anthropic’s leaked IPO prospectus reveals a $2 trillion valuation target despite staggering $42 billion in net losses and significant customer concentration risks. While the company claims inference-only profitability, these figures likely exclude essential training costs, creating a "finance theater" scenario that mas...

Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity

The current bond market sell-off reflects the mechanical consequences of passive investment strategies rather than fundamental fiscal instability or inflation concerns. Credit default swaps and inflation swaps contradict the narrative that US fiscal profligacy is driving yields higher. Simultaneously, Nvidia’s record-b...

Investors Are Turning Against Data Centers (Here's Why)

Market skepticism toward AI infrastructure and digital media business models defines the current investment landscape. Data center expansion faces significant friction, as evidenced by Oracle’s force majeure notice and the failure of speculative companies like SB Energy to secure public funding, signaling that investor...

How To Actually Regulate AI — ft. Alex Bores

Bonds Are Going Haywire Again — Howard Marks Explains Why

Bond yields are surging to multi-decade highs as persistent inflation, massive fiscal deficits, and intense capital demand reshape the economic landscape. Contrary to recent perceptions, today’s interest rates represent a return to historical norms rather than an anomaly, suggesting that the era of near-zero rates was ...

Oil Expert: We Can’t Predict Iran Anymore

Oil markets remain in a volatile holding pattern as geopolitical tensions between the U.S. and Iran, combined with Saudi pipeline uncertainties, keep prices hovering near $100 per barrel. Matt Smith, Director of Commodity Research at Kepler, highlights that diesel prices are reaching record highs, creating global infla...

Pod Title: David Ellison’s Media Takeover Just Got Greenlit

How Meta Could Quietly Win The AI Race

The Federal Reserve’s recent interest rate hike serves as a critical test of institutional independence against political interference. While the move aims to curb persistent inflation, its long-term efficacy remains uncertain given the ongoing supply-side energy crisis. Simultaneously, Meta’s launch of "Meta Muse" dem...

He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom

Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

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