Is Breaking Up Intel The Right Move? + The New Gold Rush

Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bitcoin. Then Josh unpacks the potential breakup of Intel. He breaks down how Intel’s leadership struggles led to its decline and explains why having a true visionary at the helm is crucial for a chip company. Josh and Ed also break down gold’s record-breaking surge and explain why banks are rushing to fly the commodity into the U.S. Ed questions whether gold is really a smart investment, while Josh explains why owning it outright might not be as valuable as people think.

Subscribe to the Prof G Markets newsletter 

Join us for a live recording at SXSW

Order "The Algebra of Wealth," out now

Follow the podcast across socials @profgpod:

• Instagram
• Threads
• X
• Reddit

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices