Why Markets Can’t Price AI

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 10 February 2026

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he discusses what’s happened to Bitcoin over the past two weeks with Tom Lee, Chief Investment Officer of Fundstrat Capital. Finally, Ed shares his thoughts on what this latest chapter means for the story of Bitcoin. Check out our latest Prof G Markets newsletter If you’re interested in Tom Lee's Fundstrat research, visit: fundstrat.com/tom Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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