Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook on the economy. Finally, Ed shares his take on Anthropic’s new valuation.
Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. Gil Luria is the Head of Technology Research at D.A. Davidson.
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