Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin.
Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group of Wells Fargo Advisors.
Vote for Prof G Markets at the Signal Awards here
Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.
