SCOUT· 68%31m·2026-08-12·MoneyInside Nvidia’s $500B AI Financing Loop
Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his thoughts on the fraud…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
- Platform
- 56%
- Community
- 85%
- Value
- no read yet
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
What people are saying
“Um ANY form of compute hardware is a DEPRECIATING asset. Full stop. They are no more an "investment" than a car is. WTF are we doing here people?”
“I can't wait for AI to leave the news cycle”
“If this channel can cut AI pump-and-dump crowd on the show and continue to hold the tech bros accountable, it could become as credible as the FT, and a real force to be reckoned with. The goal should be to make Wall Street uncomfortable whe…”
“10 plus year loans on 5 year depreciating assets. What could possibly go wrong.”
Similar episodes from other shows
More like Prof G Markets →
Is AI’s Circular Financing Inflating a Bubble?
57%Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN
65%If the A.I. Bubble Bursts, the Public Will Be ‘Left Holding the Bag’ | 'The Opinions' Podcast
55%AI 2.0, SpaceX Earnings und Palantir als teurer Claude-Wrapper #585
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.