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Ed Elson is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market. Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and whether or not he thinks they actually will. Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Aaron Parnas is the author of The Parnas Perspective Substack and co-host of Raging Perspectives. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com
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In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the real AI bubble hasn’t actually hit the public markets — yet. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagra…
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan ferty'e aittir.
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