How Leverage Turned An AI Boom Into A Crash

2026-08-03 · 80 min · 10 entities

episode page audio

Asserted relationships

→ discusses Business company

0.40

evidence rules-v5
Feed category: Business
→ discusses Entrepreneurship website

0.40

evidence rules-v5
Feed category: Entrepreneurship
→ discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing
→ hosted by Vox Media Podcast Network company

0.40

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

0.40

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

Entities found in this episode

companys 6

mentioned Vox Media Podcast Network company

0.70

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

0.70

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

0.50

evidence rules-v5
Feed category: Business
discusses Business company

0.40

evidence rules-v5
Feed category: Business
hosted by Vox Media Podcast Network company

0.40

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

0.40

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

websites 2

mentioned Entrepreneurship website

0.50

evidence rules-v5
Feed category: Entrepreneurship
discusses Entrepreneurship website

0.40

evidence rules-v5
Feed category: Entrepreneurship

concepts 2

mentioned Investing concept

0.50

evidence rules-v5
Feed category: Investing
discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing

Episode description as stored

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. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices