CoreWeave Is Imploding — And Taking AI Stocks Down With It

Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what recent consumer spending data reveals about the state of the economy. Finally, Ed shares his take on a report that CFTC investigators were ordered to halt their analysis of potential insider trading involving the President.

Paul Kedrosky is a Managing Partner at SK Ventures. Mark Zandi is the Chief Economist at Moody’s Analytics.

Vote for Prof G Markets at the Signal Awards here 

Subscribe to the Prof G Markets Youtube Channel 

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