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Prof G Markets: Perplexity’s Fourth Funding Round + Lessons From Boeing in Long-Term Thinking

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Manage episode 447209346 series 2629939
Kandungan disediakan oleh Vox Media Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Vox Media Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s deceleration in growth in the first half of the year. Then Scott explains down why he thinks, despite the disappointing earnings, Boeing could be a buy. He and Ed also discuss why the pension plan is the biggest sticking point in negotiations for the striking workers. Finally, they break down Perplexity’s latest funding round and Ed explains why he’s not so bullish on the company.

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

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  continue reading

763 episod

Artwork
iconKongsi
 
Manage episode 447209346 series 2629939
Kandungan disediakan oleh Vox Media Podcast Network. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Vox Media Podcast Network atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Follow Prof G Markets:

Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s deceleration in growth in the first half of the year. Then Scott explains down why he thinks, despite the disappointing earnings, Boeing could be a buy. He and Ed also discuss why the pension plan is the biggest sticking point in negotiations for the striking workers. Finally, they break down Perplexity’s latest funding round and Ed explains why he’s not so bullish on the company.

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

  continue reading

763 episod

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