Prof G Markets: The Writers' Strike, the Art of the Earnings Call, & Microsoft’s Nuclear Fusion Bet

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Episode
362 of 829
Duration
47min
Language
English
Format
Category
Economy & Business

This week on Prof G Markets, Scott shares his thoughts on how the business model of television has changed, and why the new model gives the studios the upper hand in the writers’ strike. He then explains the importance of positioning a company as the hunter on an earnings call, rather than the hunted — particularly amid this AI hype cycle. Finally, he takes a look at Microsoft’s agreement to buy energy from Helion, a nuclear fusion startup, and shares why nuclear is an area he’d invest in. Learn more about your ad choices. Visit podcastchoices.com/adchoices


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