Aschenbrenner’s AI Fund Collapse Is Just The Beginning

2026-08-04 · 35 min · 11 entities

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→ hosted by Vox Media Podcast Network company

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→ hosted by Prof G Media & Vox Media company

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Entities found in this episode

companys 6

mentioned Vox Media Podcast Network company

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Feed author/publisher: Vox Media Podcast Network
mentioned Prof G Media & Vox Media company

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evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media
mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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Feed category: Business
hosted by Vox Media Podcast Network company

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evidence rules-v5
Feed author/publisher: Vox Media Podcast Network
hosted by Prof G Media & Vox Media company

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evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media

websites 2

mentioned Entrepreneurship website

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Feed category: Entrepreneurship
discusses Entrepreneurship website

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Feed category: Entrepreneurship

concepts 2

mentioned Investing concept

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discusses Investing concept

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books 1

mentioned Yes I give a fig Substack book

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author of the Yes I give a fig Substack

Episode description as stored

Ed Elson is joined by Michael Green to discuss the role that leverage played in the turmoil with Leopold Aschenbrenner’s fund, Situational Awareness, and how leveraged-ETFs are impacting the semiconductor industry. Then, Katie Martin returns to break down why the U.S. intervened to help Japan with the yen and whether the U.S. is actually in a position to prop up the currency. Finally, Ed gives his take on Trump’s decision to sell early access to his social media posts. Michael Green is the Chief Strategist and Portfolio Manager for Simplify Asset Management and author of the Yes I give a fig Substack. Katie Martin is a markets columnist and editorial board member at the Financial Times. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter 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