Prof G Markets

Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity

Dienstag, 29. September 2026 · 36 min

MP3

Shownotes

Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he makes of the company’s valuation. Finally, Ed gives his take on the next phase of the AI safety debate.

Michael Green is the CEO and CIO of Tier1 Alpha Asset Management. Gil Luria is the Head of Technology Research at D.A. Davidson.

You can find more information about Ramp’s data here (substack.com/home/post/p-215717063)

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