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Aug 2024
46m 44s

Prof G Markets: Is AI CapEx Out of Contr...

VOX MEDIA PODCAST NETWORK
About this episode
Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman st ... Show More
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