Brutal Quarter Ends With a Rally — But Risks Are Rising | Prof G Markets

Subscribe to the Prof G Markets Youtube Channel: https://www.youtube.com/@profgmarkets Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran. Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis. Timestamps 00:00 - New YouTube Channel Announcement 00:22 - Today's Number 00:44 - Market Vitals 01:11 - Q1 Review (ft. Kevin Gordon) 17:24 - Ad Break 18:16 - Memory Chip Stocks (ft. Doug O'Laughlin) 30:33 - Ad Break 31:54 - Hegseth Insider Trading 35:02 - 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.