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Paul Kodroski

Mentioned in 3 analyzed podcast episodes across 2 shows

Appears On

Prof G Markets Search Engine

Episode Appearances

Prof G Markets · Apr 13, 2026

Don't Try to Beat This Market — Here's What to Do Instead

“Guest from previous episode; provided analysis on private company IPO valuations totaling $3.75 trillion”

Geopolitical Risk Management in PortfoliosIran Ceasefire and Oil Market VolatilityHalo Stocks and AI Infrastructure Beneficiaries

Prof G Markets · Apr 7, 2026

Iran Deadline Looms for an Economy on the Edge

“Guest investor discussing AI IPO economics, unit economics problems, and systemic market disruption from AI company listings”

Iran Strait of Hormuz Deadline and Oil MarketsJobs Report Analysis and Revisions MethodologyOpenAI IPO Readiness and CFO Conflict

Search Engine · Nov 21, 2025

Colossus 2

“Investor and consultant warning of AI data center debt bubble paralleling 2008 financial crisis”

AI Data Center Financing and Debt BubblesGPU Obsolescence and Collateral RiskNvidia Chip Supply Chain and Pricing