Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America.  Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices