How Leverage Turned An AI Boom Into A Crash

from Prof G Markets Hosted by ferty

Scott Galloway and Ed Elson break down how single-stock leveraged ETFs caused volatility in the South Korean stock market and discuss how leverage can be damaging for investors. Then, they unpack earnings from Microsoft, Meta, Apple, and Amazon, explaining why investors rewarded Microsoft and Amazon while punishing Meta and Apple. They discuss how the AI boom is making it increasingly difficult to value Big Tech. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing [email protected]

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How Leverage Turned An AI Boom Into A Crash

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This episode is 1 hour and 22 minutes long.

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This episode was published on August 3, 2026.

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