Today

Investment Banking Interview Prep: The M&A Deals You Need to Know in 2026

Application season is underway, and if you’re targeting investment banking, understanding what’s actually happening in M&A can give you a real advantage in interviews.In this episode, Anthony Cheung and Stephen Barnett break down the huge resurgence in global dealmaking in 2026, ... Show More

42m 47s

Sep 10

Is Inflation Coming Back? Why Oil, Food Prices & Interest Rates Are Rising

Oil is back above $100 a barrel, food prices are climbing and central banks are once again facing pressure to raise interest rates. Is the world heading towards a second wave of inflation?In this episode, Anthony Cheung and Piers Curran explain why the latest inflation threat goe ... Show More

33m 49s

Sep 7

Why Nvidia Just Paid $12.9 Billion for Hugging Face | The Business of AI

Nvidia has agreed to acquire Hugging Face for $12.9 billion, paying around 86x revenue for one of the most important platforms in open-source AI.In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett break down what Hugging Face actually does, why Nvidia ... Show More

47m 59s

May 2023

Everything’s Coming up AI!

Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.

47m 15s

Mar 2025

Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More

50m 12s

Jul 2025

MB251: Earnings Season Insights: What to Expect

In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The con ... Show More

28m 54s

Feb 2025

Examining China's Recent Tech Rally

On today's episode, we look at the forces driving China's recent tech rally with Jason Lui, Head of APAC Equity & Derivative Strategy at BNP Paribas. Plus - a discussion on how a newly proposed round of tariffs from US President Donald Trump may move global markets with Jim Thorn ... Show More

21m 40s

May 2025

Nvidia’s Big Number

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trump’s trade saga. - A rose and a thorn from Nvidia’s ... Show More

21m 4s

Aug 2025

Nvidia earnings preview and the Trump chip tariff twist

Tariffs, AI, and Nvidia’s next report collide. On Trader Talk, Kenny Polcari and Lou Basenese break down Trump’s semiconductor tariffs and a reported China chip sales deal that would skim 15% for the US, what it means for Nvidia (NVDA) and AMD (AMD) margins, and why Big Tech’s AI ... Show More

23m 28s

Aug 2023

Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran

This week on Prof G Markets, Scott speaks with Aswath Damodaran, professor of finance at NYU’s Stern School of Business, about his valuation for NVIDIA, tech’s rally this year, the implications of AI when every company has it, and opportunities in the markets right now. Follow As ... Show More

35m 4s

Mar 2025

Deep Dive: Why Nvidia’s Future is in Trump’s Hands

<p>Nvidia is caught in a geopolitical storm, with U.S. export restrictions, rising competition from China’s DeepSeek, and pressure from both Wall Street and Washington. Now, the Trump administration faces a critical decision: tighten AI restrictions even further or ease up to kee ... Show More

8m 59s

Nov 2024

Why Trump’s Victory Is Musk’s ‘Tech-Bro Coup’

On this episode of Merryn Talks Money, we discuss what the Republican’s second term means for the US, the UK and the Tesla CEO. Pippa Malmgren, economist, author and former adviser to Republican President George W. Bush and Helen Thomas, founder and chief executive of BlondeMoney ... Show More

42m 34s

Apr 2018

Trump’s Trade War, and the Fate of Tesla

In this episode, Youngme, Felix, and Mihir vent about trade deficits and potential tariffs against China; they also debate the future of Tesla. Plus, their After Hours picks for the week. Hosted on Acast. See acast.com/privacy for more information.

35m 33s

The Deal Room: Is Nvidia's Magic Fading ...