Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. Then he breaks down the boom in perpetual futures trading and explains why the popular strategy is gambling, not investing.
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Nov 21
JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he ... Show More
1h 8m
Nov 20
Nvidia Earnings Brush Off AI Bubble Fears — For Now
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the s ... Show More
35m 22s
Nov 19
How Big Tech’s Debt Machine Is Powering the AI Boom
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the ... Show More
31m 50s
May 2025
Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
57m 51s
Nov 2024
Is Trump No Longer a Felon? | 11.19.24 OVTLYR Trading Room
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In today’s video, we’re diving into everything from politics and hot issues to a breakdown of the markets and actionable stock insights. We start with the latest updates on Trump’s legal battles—what’s real, what’s noise, and what it all means for markets. If you’ve been wond ... Show More
34m 35s
Feb 2025
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
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Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ... Show More
58m 48s
Sep 15
Mark Minervini: Is A Sector Rotation On The Horizon?
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Every trader knows there are endless strategies, personalities, and philosophies in the market. But when you strip away the noise, it all comes down to one universal tr ... Show More
51m 38s
Nov 12
Gold Price EXPLODES! The ‘Steroid Economy’ is Here!
“The gold market’s been giving investors PTSD from the bear years,” says Jay Martin, President and CEO of VRIC Media. In today’s interview with Daniela Cambone, Martin dissects why “as soon as they hear any mainstream personalities start talking about gold, they immediately assum ... Show More
29m 20s