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Prof G Markets

Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?

Prof G Markets

Prof G Media & Vox Media

Business, Investing, Entrepreneurship

4.31.4K Ratings

🗓️ 28 August 2025

⏱️ 38 minutes

🧾️ Download transcript

Summary

Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following the report. Then Ed takes a look at the new punitive tariffs Trump is imposing on India, and finally, he unpacks California’s new tax credits and whether they will help bring production back to Los Angeles.  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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0:00.0

Introducing the new Dell AI PC, powered by the Intel Core Ultra processor.

0:06.0

It helps do your busy work for you, so you can fast forward through designing presentations,

0:11.0

summarizing meeting notes, finding files, synthesizing data, organizing decks,

0:15.0

organizing multiple schedules, responding to James' long emails.

0:20.0

Leaving all the time in the world for the things you actually want to do, no offence, James.

0:26.4

Get a new Dell.com at Dell.uk slash AI-PC.

0:32.5

Dell, how those ahead, stay ahead.

0:38.5

Support for this show comes from Macy's.

0:41.6

Layering is an art form.

0:43.5

All it takes is a bit of intention, style, and of course, the perfect cold weather staples.

0:48.8

So find the perfect look for you with the help of Macy's fall fashion guide,

0:52.5

your one-stop shop for fall's latest trends and must-haves,

0:55.5

curated by their experts. From leather to denim to cozy knits, find everything you need to piece

1:00.4

together your new fall look. Explore the Macy's Fall Guide for yourself and shop in store or online

1:05.9

at Macy's.com. Why are businesses like Hallowet choosing Apple products and services?

1:13.6

So we started the business two years ago.

1:15.6

We had a few people who were used to PCs and this was their first foray into Macs.

1:21.6

But it's been super smooth getting everyone onto those devices and everyone seems really, really happy.

1:26.6

Find out how Mac can help you run and grow your business at apple.com forward slash hellovette.

1:35.0

Today's number, 117 billion.

1:39.5

That's how many people have ever existed on planet Earth, or as Peter Thiel would put it,

1:46.7

way too many people.

...

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