Why a Doomsday AI Blog Wiped Out $300 Billion | Prof G Markets

Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital.

Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.


Timestamps
00:00 - Today’s Number
00:25 - Market Vitals
01:02 - Citrini Report & HALO (ft. Josh Brown)
13:38 - Break
14:06 - Blue Owl (ft. Robert Armstrong)
27:32 - Break
28:00 - Citrini
32:19 - Credits

—


Subscribe to the Prof G Markets newsletter:
https://links.profgmedia.com/markets-newsletter

Order "Notes On Being A Man" now!
https://amzn.to/4nl4VKo

Subscribe to No Mercy / No Malice:
https://links.profgmedia.com/nmnm-yt-sub-desc

Follow Markets on Instagram:
https://www.instagram.com/profgmarkets/


Follow Scott on Instagram:
https://instagram.com/profgalloway

Follow Ed on Instagram, X and Substack:
https://instagram.com/ed_elson_/
https://twitter.com/edels0n
https://substack.com/@edwardelson

Note: We may earn revenue from some of the links we provide.