This week on Prof G Markets, Live from Atlassian’s Austin office and SXSW, Scott and Ed break down Nelson Peltz’s white paper on Disney and the dangers of a proxy fight. They also discuss the latest TikTok ban and Scott explains why he thinks this one will work. Finally, they address the big question: given the tremendous AI-driven market rally, are we in a bubble?

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Timestamps:
00:00 - This week's number
01:05 - Today's episode
01:43 - Market Vitals/Headlines
14:28 - Distraction at Disney
20:51 - TikTok Should be Banned
31:02 - Are We in a Bubble?
44:06 - Week Ahead
44:21 - Prediction

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