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

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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. 

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Follow Prof G Markets:


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:


Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

2024-10-07 53 min
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