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Nvidia’s Blowout Can’t Calm AI Anxiety | Prof G Markets
30:21
The Prof G Pod (Scott Galloway) The Prof G Pod (Scott Galloway)

Nvidia’s Blowout Can’t Calm AI Anxiety | Prof G Markets

Nvidia delivered another blowout quarter with 75% data center growth and visibility into 2027, yet markets remain paralyzed by competing AI anxieties—fearing both a bubble bursting and AI advancing too fast. Technology strategist Gil Luria argues both extremes are statistically unlikely, while political analyst Ian Bremmer notes that investor jitters reflect broader geopolitical dysfunction rather than pure technology fundamentals.

28 days ago · 8 points
Pranay Kotasthane on the Political Economy of Rare Earths and Critical Minerals
1:47:09
Conversations with Tyler (Tyler Cowen) Conversations with Tyler (Tyler Cowen)

Pranay Kotasthane on the Political Economy of Rare Earths and Critical Minerals

Pranay Kotasthane explains that while rare earth elements are geologically abundant, China's dominance in the environmentally damaging refining process creates acute supply vulnerabilities. This concentration risk has led to geopolitical weaponization through export controls, which paradoxically accelerates global efforts to develop substitutes and alternative supply chains.

28 days ago · 9 points
This is the GREATEST STOCK EVER.
36:30
Financial Education Financial Education

This is the GREATEST STOCK EVER.

Despite Nvidia posting an 'A++' quarter with shock-and-awe guidance and nearly 100% earnings growth, the stock remains stagnant as investors anticipate inevitable growth deceleration and fierce competition from AMD's new chip series. Meanwhile, Salesforce earned a 'C-grade' for its income statement due to expenses outpacing revenue, though massive gains from its Anthropic stake and a potential $50 billion buyback offer strategic offsets.

28 days ago · 9 points
Jane Fraser, CEO of Citi: Lead with Empathy
56:58
My First Million My First Million

Jane Fraser, CEO of Citi: Lead with Empathy

Citigroup CEO Jane Fraser shares how an Australian all-girls education instilled the courage to 'go for it,' why she worked part-time as a McKinsey partner, and the leadership principles—clinical decision-making, transformative courage, and empathetic trust-building—that guided her through crisis turnarounds to become the first female CEO of a Big Four U.S. bank.

28 days ago · 8 points
LIVE: Qantas CEO Vanessa Hudson on company results in Sydney
39:34
Reuters Reuters

LIVE: Qantas CEO Vanessa Hudson on company results in Sydney

Qantas CEO Vanessa Hudson announces strong financial results driven by fleet renewal and robust travel demand, while outlining major frequent flyer program reforms, 8,500 new jobs by 2030, and strategic capacity shifts to manage cost pressures and currency fluctuations.

28 days ago · 10 points