Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity
· 36 min
Episode Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity
Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he makes of the company’s valuation. Finally, Ed gives his take on the next phase of the AI safety debate.
Michael Green is the CEO and CIO of Tier1 Alpha Asset Management. Gil Luria is the Head of Technology Research at D.A. Davidson.
You can find more information about Ramp’s data here
Subscribe to the Prof G Markets Youtube Channel
Follow Prof G Markets on Instagram
Follow Ed on Instagram, X and Substack
Follow Scott on Instagram
Send us your questions or comments by emailing Markets@profgmedia.com
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Links in the notes 8
- https://substack.com/home/post/p-215717063
- https://www.youtube.com/@profgmarkets
- https://www.instagram.com/profgmarkets/?hl=en
- https://www.instagram.com/ed_elson_/
- https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
- https://substack.com/@edwardelson
- https://www.instagram.com/profgalloway/?hl=en
- https://podcastchoices.com/adchoices
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.