Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT to take its business to the woodshed and why he thinks the ed tech company’s bonds could make for a lucrative investment. He and Ed consider how fears of AI’s negative impact on certain sectors may have been overstated. Finally, they discuss the newly proposed Department of Government Efficiency and highlight one potential benefit it could bring to the nation.
Check out Prof G Markets in Spanish and Portuguese on Youtube.
Order "The Algebra of Wealth," out now
Subscribe to No Mercy / No Malice
Follow the podcast across socials @profgpod:
Instagram
Threads
X
Reddit
Follow Scott on Instagram
Follow Ed on Instagram and X
Learn more about your ad choices. Visit podcastchoices.com/adchoices
ChatGPT’s First Victim + The Department of Government Efficiency (DOGE) | Prof G Markets podcast - Listen or read transcript on Metacast
