Why Big Banks Are Selling-Off | Prof G Markets
Ed Elson sits down with Saul Martinez, Head of U.S. Financials Research at HSBC, to unpack bank earnings and the implications of a credit card interest rate cap. Then, Semafor business reporter Rohan Goswami joins the show with the latest on the bidding war for Warner Bros. Discovery, including Netflix’s all-cash offer and Paramount’s proxy fight. Finally, Ed unpacks Delta’s earnings and what they reveal about the broader economy.
Timestamps
00:00 - Today's Number
00:22 - Market Vitals
01:00 - Q4 Bank Earnings (ft. Saul Martinez)
13:09 - Ad Break
14:24 - WBD Update (ft. Rohan Goswami)
25:34 - Ad Break
26:50 - Delta Earnings
30:52 - Credits

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The Prof G Pod – Scott Galloway
NYU Professor, best-selling author, business leader and serial entrepreneur Scott Galloway cuts through the biggest stories in tech, business, and investing with unfiltered insights, bold predictions and thoughtful advice. Podcasts include Markets with co...