Cover art for How Leverage Turned An AI Boom Into A Crash
Prof G Markets

How Leverage Turned An AI Boom Into A Crash

3w ago1h 20m
Scott Galloway and Ed Elson break down how single-stock leveraged ETFs caused volatility in the South Korean stock market and discuss how leverage can be damaging for investors. Then, they unpack earnings from Microsoft, Meta, Apple, and Amazon, explaining why investors rewarded Microsoft and Amazon while punishing Meta and Apple. They discuss how the AI boom is making it increasingly difficult to value Big Tech.

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The candid version is on a podcast, not the earnings call.

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