Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 14 October 2025

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:31.3	The world is changing faster than ever. Now, with The Economist Insider, a new premium video
0:36.6	offering, we're giving you unprecedented access to the debates shaping our world.
0:40.3	I have set around that table at NATO.
0:42.3	There is an incoming missile attack now.
0:45.3	Could you answer the question? I'm sorry, we've got a way little time left.
0:47.3	With a few surprises along the way.
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1:01.6	Today's number 43.
1:04.4	That is the percentage of millennials who use PTO to stay in bed and catch up on sleep.
1:11.4	The other 57% will they call that working from home?
1:17.6	Money markets, Matt.
1:18.9	If money is evil, then that building is hell.
1:25.6	Welcome to Profitey Markets. I'm Ed Elson. It is October 14th. Let's check in on yesterday's Market Vitals.
1:33.3	The major indices rallied following Friday's sell-off. More on that in a moment. The S&P had its best day since May.
1:41.3	The dollar climbed, and finally gold hit a new high and silver reached its first
	...

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