Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI.

Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners. 

Get your tickets to the Prof G Markets tour 

Subscribe to the Prof G Markets Youtube Channel 

Check out our latest Prof G Markets newsletter

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

Data Center Debate: Are Energy Bills About To Explode?

Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI.&nbsp;

Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead.

Fast takes. Clear insights. No jargon — just signal.

This show will be on summer break from August 17th to the 28th, but we'll be back in business on the 31st with a fresh episode. 

Have a question or comment for us? Reach out to markets@profgmedia.com. 

Part of the Vox Media Podcast Network.