Why Markets Can’t Price AI episode artwork

EPISODE · Feb 10, 2026 · 31 MIN

Why Markets Can’t Price AI

from Prof G Markets · host Vox Media Podcast Network

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 [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode metadata supplied by the publisher feed · Published Feb 10, 2026

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Why Markets Can’t Price AI

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