Skip to content
Artwork for Prof G Markets
Prof G Markets · Oct 14, 2025 · 34 min

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

0:00-34:48

transcript

No transcript — this publisher did not publish one.

show notes

Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously. 


Check out our latest Prof G Markets newsletter

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow Prof G Markets on Instagram

Follow Ed on Instagram and X

Follow Scott on Instagram


Learn more about your ad choices. Visit podcastchoices.com/adchoices

links8