Why a Doomsday AI Blog Wiped Out $300 Billion | Prof G Markets

Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times. Timestamps 00:00 - Today’s Number 00:25 - Market Vitals 01:02 - Citrini Report & HALO (ft. Josh Brown) 13:38 - Break 14:06 - Blue Owl (ft. Robert Armstrong) 27:32 - Break 28:00 - Citrini 32:19 - Credits — Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Markets on Instagram: https://www.instagram.com/profgmarkets/ Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram, X and Substack: https://instagram.com/ed_elson_/ https://twitter.com/edels0n https://substack.com/@edwardelson Note: We may earn revenue from some of the links we provide.