Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Follow Prof G Markets:

Apple Podcasts

Spotify 

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike’s earnings and break down why Nike’s dependence on its brand might have led to its downfall. 
Vote for the Prof G Pod at the Signal Awards
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