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Prof G Markets
Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for no mercy, no malice insight from Scott Galloway and Ed Elson on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. Part of the Vox Media Podcast Network.
Avsnitt
Why the U.S. Can’t Break Up with China — ft. Alice Han
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war. She unpacks the current state of U.S.-China negotiations and why a deal remains elusive. Plus, she weighs in on which country she’s more bullish on in the long run.
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Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. Ed lays out his case for why the company is deeply undervalued. Finally, they break down Uber’s latest earnings and explain why certain societal factors make them particularly optimistic about the company’s future.
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The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plans to become a for-profit company, and Warren Buffett’s decision to step down as CEO of Berkshire Hathaway. Then Michael Cembalest, the Chairman of Market and Investment Strategy for JPMorgan Asset & Wealth Management, joins the show to unpack how macroeconomic shifts are shaping his investment outlook. He discusses whether current conditions point to looming stagflation, offers practical advice for navigating today’s volatility, and shares why he’s still optimistic that markets could normalize.
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Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the Trump administration’s decision to resume forced collections on defaulted student loans, discussing the broader implications and potential solutions for addressing student debt.
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What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. Then Mark Mahaney, senior managing director and head of internet research at Evercore, returns to the show to share his top internet stock picks. He explains why he believes Google is the cheapest of big tech, highlights the strategic value of Waymo, and offers his insights on Uber. He also breaks down what’s driving market enthusiasm around Netflix and Spotify.
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The Trump Fold & Tesla’s Brand Death
Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinner, Boeing’s first quarter earnings, and a new report underscoring the worsening wealth inequality in the U.S. Then, they explore how Trump’s policy reversals are undermining America’s global reputation in the markets. Finally, they break down Tesla’s first-quarter report, why the markets reacted so positively to the terrible results, and the key moments from the earnings call.
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Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investment in Hertz. Then Ryan Petersen, the founder and CEO of Flexport, a leader in global supply chain management, joins the show to unpack the real-world impact of tariffs on American businesses. He breaks down how the levies will drive inflation, shares his outlook on the trade war with China, and explains how supply chains are rapidly reshaping.
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Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including his underestimation of global rivals. Finally, they dissect the key moments from the Meta antitrust trial so far, with Scott laying out the economic upsides of breaking up the company, and Ed outlining how the FTC could actually come out on top.
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Breaking Down Warning Signals from the Bond Market — ft. William Cohan
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Scott and Ed discuss how the markets reacted to Trump’s tariff exemption on smartphones and computers, the dollar falling to a three-year low, and first quarter bank earnings. Then William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to unpack the latest developments in the bond market. He explores the potential fallout of a credit crisis, weighs in on whether Japan and China are wielding the bond market as a geopolitical weapon, and offers his take on where the next wave of damage from the tariffs is likely to surface.
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What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore what likely drove Trump to hit pause on the tariffs. Scott also offers practical advice for weathering the uncertainty ahead.
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Tariff Chaos & Trading on Inequality — ft. Gary Stevenson
Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s tariffs. Then Gary Stevenson, host of the Youtube channel Gary’s Economics, joins the show to break down the roots of wealth inequality. He explains what he learned from the 2008 financial crisis, offers ideas for what could help bring back a strong middle class, shares his perspective on the trade war, and gives practical advice for navigating this rapidly changing world.
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The $6.6 Trillion Sell-off
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump determined the tariff rates, what the tariffs will do to company earnings and the real economy, and offer advice on how to deal with turmoil in the markets as an investor.
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A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, joins the show to break down how the auto tariffs will impact the car industry and the broader economy. He shares his take on who stands to benefit from those tariffs, checks in on Tesla’s biggest challenges, and examines the competitive landscape of the self-driving and electric vehicle markets.
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GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. Then they analyze Engine Capital’s activist push at Lyft, offering insights and strategic suggestions on how the rideshare company can strengthen its business. Finally, they break down the growing challenges for college graduates in today’s job market, with Scott sharing practical advice for those looking for a job.
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Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’s move to take Endeavor private, and Nike’s latest earnings report. Then Carsten Brzeski, Global Head of Macro Research and Chief Eurozone Economist for ING, joins the show to break down Germany’s political and economic landscape. He unpacks the growing fragmentation among political parties and explains the country’s longstanding reluctance to take on debt. Carsten also breaks down the recent surge in capital allocations to the Eurozone and weighs in on whether this could mark the beginning of a sustained multi-year rally.
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Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry
Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Professional Tennis Player Association's lawsuit, and BYD’s new charging technology. Then they analyze Germany’s decision to boost defense spending while lifting its debt limit, unpacking the market’s reaction and broader economic implications. Finally, they break down ultra-luxury hotel group Aman’s latest funding round, and Scott explains how high-end hospitality brands are evolving to cater to an even richer clientele.
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Searching For Value Outside the U.S. — ft. Lyn Alden
Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025.
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The S&P 500 Enters Correction Territory
Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked bags, Eric Schmidt’s appointment as CEO of Relativity Space, and the latest developments in Saudi Arabia’s Neom project. They then analyze the ongoing tariff battle, exploring its biggest potential consequences and why Scott believes China could ultimately come out ahead. Finally, they break down the $5 trillion market sell-off, and Ed highlights the key winners and losers from the plunge.
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Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)
From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why the United States is considering banning DeepSeek. They then break down why the big banks are predicting an increased recession risk, exploring the recent pain in the stock market and the potential fallout if a recession hits. They also discuss how tariffs are driving up the cost of building a home, and Scott challenges the notion that home ownership is the best path to wealth. Finally, Scott fields some audience questions to close out the show.
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Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, breaking down why it could be a highly profitable move. They also discuss what Apple’s newest product launches reveal about the state of the company. Scott explains why he’s begun offloading his Apple stock, while Ed makes a prediction about where shares are headed in the next six months.
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The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter
Ed and Scott open the show by discussing why European defense stocks surged following Trump's meeting with Zelensky, the announcement of a U.S. crypto reserve, and the latest tariffs targeting Canada and Mexico. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins the show to break down what antitrust enforcement could look like under the Trump administration. He explains why healthcare should be a top priority for regulators, pulls back the curtain on how lobbyists try to influence antitrust cases, and gives an update on the ongoing Google antitrust lawsuit. Finally, Jonathan weighs in on the growing monopoly concerns in AI and highlights which industries are most in need of tougher antitrust scrutiny.
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Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t impressed even though the company surpassed expectations. Ed shares why he still sees it as a win, despite Nvidia’s stock dipping slightly. They also discuss Trump’s new gold card visa program and explain why demand is more limited than the president thinks. Scott warns that the program could attract shady characters trying to buy their way into America.
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Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howard Lutnik’s decision to put his sons in charge of Cantor Fitzgerald, and a new Moody’s Analytics report on U.S. consumer spending. Then Mike Moffatt, Founding Director of the University of Ottawa's "Missing Middle Initiative” and former economic adviser to Liberal Leader Justin Trudeau, joins the show to unpack the biggest challenges facing Canada’s economy. He offers insight into the country’s political landscape, breaks down its housing crisis and explains why small businesses struggle to thrive in Canada. Finally, Mike explains how Canadians perceive the Trump administration’s rhetoric and what tariffs could mean for Canada’s economic future.
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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.
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Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on DeepSeek, and the controversy surrounding Javier Milei’s promotion of a memecoin. Then Kyla Scanlon, author of “In This Economy? How Money and Markets Really Work”, returns to the show to unpack the concept of “FAFOnomics” and explore Gen Z’s growing concerns about the U.S. economy. Finally, Kyla offers advice for Gen Z on navigating today’s labor market and emphasizes why adaptability is essential for career success.
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Is Reddit Undervalued? + Netflix Goes After Podcasts
Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the company has significant room for growth. Scott and Ed also discuss Netflix's potential move into podcasting, examining why high-quality video is the new key to success in the medium. They also debate what a hit Netflix show for a podcaster could look like.
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The State of Trade with China — ft. Alice Han
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the carried interest loophole, and Elon Musk’s bid for OpenAI. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down the potential impact of Trump’s tariffs on China’s economy. She explains how China’s weak consumer environment is driving down prices domestically, weighs in on what the “Sputnik moment” of DeepSeek means for China’s place in the AI race, and offers her take on the country’s relationship with Elon Musk. Finally, Alice shares why she believes we’re entering a period of heightened geopolitical instability.
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Spotify’s First Year of Profitability + Is Google Losing its Edge?
Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could drive real impact in the industry, while Ed explains why he doesn't think Spotify is to blame for the struggle of artists. Finally, they unpack Google’s earnings, with Scott highlighting the biggest red flag for shareholders and Ed explaining why he remains bullish on the company.
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The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Scott and Ed open the show by discussing the potential tariffs on Mexico and Canada, Palantir’s earnings, and Vanguard’s largest fee cut ever. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to analyze how DeepSeek’s rise reshapes the AI landscape. He shares why he hasn’t valued Palantir yet but still sees it as a potential AI leader and a prototype for the premium AI market. Aswath also weighs in on whether Tesla and Nvidia are overvalued, offers his views on tariffs, and explains why he thinks Intel has been overly punished.
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Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its spending plans in response to the DeepSeek drawdown.
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Winners and Losers After DeepSeek — ft. Robert Armstrong
Scott and Ed open the show by discussing the stock market’s reaction to DeepSeek’s arrival, a record in private equity stake sales, and the rising unemployment rate among recent MBA graduates. Then Robert Armstrong, U.S. financial commentator for the Financial Times, returns to the show to break down the winners and losers of the DeepSeek trade. He explains why, despite significant developments in China’s corporate economy, he still believes Chinese stocks remain uninvestable. Robert also offers his thoughts on European and U.K. stocks relative to their U.S. peers, gives his take on Trump’s comments on interest rates, and explains how the immigration crackdown could affect investors.
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Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as a strategic branding victory for the Trump administration and will likely enhance Oracle’s influence within the tech industry. Ed offers his thoughts on what the project reveals about the evolving AI industry. Finally, Scott discusses his stake in a Colombian soccer team, explaining how the deal came about and how it aligns with his broader investment strategy.
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$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield
Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year for investment in global ETFs. Then Rich Greenfield, Partner and Media & Technology Analyst at LightShed Partners, joins the show to discuss the shifting media landscape. He predicts what will happen to TikTok this year and explains why he’s bearish on YouTube Shorts. Rich also gives his take on David Ellison’s purchase of Paramount, shares what he thinks will happen to the Murdoch empire, and breaks down the evolving dynamics of sports programming.
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The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Brian Thompson, explaining why the company appeared to downplay its successful year. He delves into how profit incentives in sectors tied to social goods can create harmful externalities. Finally, Scott and Ed review fourth-quarter bank earnings, explaining why the results are clear evidence that mergers and acquisitions are back.
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LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin
Scott and Ed open the show by discussing Kalshi’s decision to appoint Donald Trump Jr. as its new advisor, a decline in tipping across America, and the economic impact of the wildfires in Los Angeles. Then Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, joins the show to discuss the key economic trends he’s watching for Trump’s second term. He explains why he thinks the private equity space is broken right now, analyzes the changing landscape of the AI industry, and shares his thoughts on the rumors that China is considering selling TikTok to Elon Musk. Andrew also offers his perspective on how journalists and legacy media should adapt to a social media era that lacks fact-checking and trust.
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The DOJ’s Landlord Lawsuit + Can Trump Buy Greenland?
Scott and Ed open the show by discussing Anthropic’s upcoming funding round, a huge drawdown in quantum stocks, and Getty Images’ acquisition of Shutterstock. Then Scott breaks down the Department of Justice’s lawsuit against some of the nation’s largest real estate firms, arguing why he believes the move doesn’t address the broader housing crisis. Finally, Scott and Ed discuss why Trump wants to buy Greenland and the Panama Canal and explain why the plans are unlikely to materialize.
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Money for Couples — ft. Ramit Sethi
Scott and Ed open the show by discussing the Surgeon General’s report linking alcohol and cancer, the ongoing ski patrol strike at Park City Resort, and Meta’s new board members. Then Ramit Sethi, bestselling author of “I Will Teach You to Be Rich” and the brand new book, “Money For Couples,” joins the show to discuss how couples should navigate their finances. He explains what he thinks is the ultimate financial red flag, and why he believes couples should have joint bank accounts. Ramit also breaks down how much couples should spend on weddings – and reveals what he thinks about prenups.
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Predictions for 2025
Scott shares his predictions for the year ahead, including his picks for the top investment, technology, and media platform of 2025. He also forecasts what could become the standout IPO of the year. And for the first time ever, Scott ventures into uncharted territory with his prediction for the "chemical of the year."
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Ask Us Anything — Forgiveness, The Manosphere, Parasocial Relationships & More
Scott and Ed answer listener-submitted questions about everything from the origins of Ed’s accent to how they feel about parasocial relationships. They address why they look similar, talk about how to maintain friendships and give tips for improving storytelling. Plus, Ed discusses how he figured out his long-term goals and Scott reveals how much he paid for his birthday party.
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How to Make the Most of Your Money in the New Year — ft. Morgan Housel
Morgan Housel, New York Times bestselling author of “The Psychology of Money,” joins the show to break down why the holidays are such a stressful time financially – and how we can all navigate it. He also discusses how to shift your mindset around money in the new year, make the most of bonuses, and determine what “spending well” really means for you.
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Google’s Quantum Breakthrough & The World Cup Goes to Saudi Arabia
Scott and Ed open the show by discussing why a federal judge blocked Kroger’s acquisition of Albertsons, Warner Bros. Discovery’s decision to restructure its business, and Eli Lilly's plans to test its GLP-1 drug as a treatment for addiction. Then Ed breaks down Google’s innovation in quantum computing, outlining its potential business use cases. Scott explains why the market is responding positively—even as the broader implications remain unclear. Finally, they discuss Saudi Arabia’s successful bid to host the 2034 World Cup and debate whether it’s a smart long-term investment for the country.
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The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee
Scott and Ed open the show by discussing Omnicom’s acquisition of Interpublic, an update on the TikTok ban, and OpenAI’s new ChatGPT pro subscription. Then Tom Lee, the co-founder, managing partner and head of research at Fundstrat Global Advisors, joins the show to discuss his outlook for 2025, including why the S&P might hit 7,000 next year before retreating in the second half. He explains why he thinks small and mid-cap stocks will be successful, and why he believes the dollar could maintain dominance in a more Bitcoin friendly world. Tom also breaks down the potential downsides of AI, tariffs, and the Department of Government Efficiency.
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The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential game-changer for reducing AI infrastructure costs. Ed explains why he thinks Amazon could be one of the first companies to truly disrupt the semiconductor market. Finally, they discuss OpenAI’s decision to go into livestreaming and explain what its surge in popularity could mean for the future of content creation.
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Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor
Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of MicroStrategy, joins the show to discuss why MicroStrategy went all in on Bitcoin and how the company is securitizing the cryptocurrency. He explains why MicroStrategy pivoted from a business intelligence firm to a Bitcoin treasury company. Finally, he addresses the risk of that strategy, and why he’s confident in Bitcoin’s ability to stay interesting.
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The Art of Spending Money
Scott breaks down the best and worst purchases he’s ever made, and why he prefers spending money on experiences rather than things. He also shares how his childhood still impacts the way he thinks about spending. Scott and Ed then discuss how to navigate spending in common situations such as dinners with friends, weddings, and the holidays. Ed asks for advice about how to prepare for the cost of having children. And Scott also explains why it's important to make sure your spending lags behind your income.
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Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord
Scott and Ed open the show by discussing the Justice Department’s proposed forced sale of Google Chrome, how Microstrategy is funding its Bitcoin buying spree, and Nvidia’s earnings. Then Scott breaks down why Target is still struggling to compete with Walmart and explains why it’s a prime candidate for a leveraged buyout. He and Ed also analyze Walmart's formula for long-term success. Finally, they discuss Comcast’s decision to spin off some of its cable tv networks and consider why distressed assets are a good investment.
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Inside America's Only Bank for Nuclear Energy — ft. Jigar Shah
Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving the strategy at the DOE and how he handles the office’s $400 billion loan authority. He shares why people are choosing clean energy over natural gas (hint: it’s not just about climate change) and explains why diversification is the key to reliable energy. Finally, he breaks down what he thinks the DOE will look like under the Trump administration.
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ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)
Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT to take its business to the woodshed and why he thinks the ed tech company’s bonds could make for a lucrative investment. He and Ed consider how fears of AI’s negative impact on certain sectors may have been overstated. Finally, they discuss the newly proposed Department of Government Efficiency and highlight one potential benefit it could bring to the nation.
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The Bitcoin Presidency & The Dawn of a New Robber Baron Era — ft. Josh Brown
Scott and Ed open the show with the Fed’s rate cut decision, the surge in the global cryptocurrency market, and Shopify’s third quarter earnings. Then Josh Brown returns to the show to identify how the financial landscape could evolve under Trump’s second term. He shares how he thinks hyperscalers, small-cap stocks, and crypto will be impacted and explains why traditional media may face struggles in a changing political environment. Finally, he provides a roadmap for navigating an era where wealth and influence will be paramount.
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Winners and Losers Under Trump’s Second Term
Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see the biggest gains and losses under the Trump administration. They also discuss which regulators will survive the Trump administration and explain what the market is telling us about the future of housing prices.
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Trump Wins — ft. Anthony Scaramucci
Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises Trump will or won't keep, share what he thinks about Elon’s role in the campaign, and predict who will be in Trump’s cabinet. He also offers his thoughts on the betting markets and what will happen to Donald Trump Media stock.
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Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also examine the shifting media landscape and explain why advertisers have been cutting their spending on legacy media. Finally, Scott offers his prediction for the Presidential election.
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Third Quarter 2024 Review — ft. Aswath Damodaran
Scott and Ed open the show by discussing Governor Newsom’s proposal to increase tax incentives for movie production in California, Boeing’s stock sale, Robinhood’s new election contracts, and the volatility in Trump Media’s stock. Then Aswath Damodaran returns to the show to map out the road ahead for some of the “fallen angels,” including Nike, Starbucks, Estée Lauder, Boeing and Intel. He discusses his philosophy on succession planning, shares his thoughts on Tesla’s most recent earnings, and breaks down how he’s thinking about the upcoming election as an investor.
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Perplexity’s Fourth Funding Round + Lessons From Boeing in Long-Term Thinking
Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s deceleration in growth in the first half of the year. Then Scott explains down why he thinks, despite the disappointing earnings, Boeing could be a buy. He and Ed also discuss why the pension plan is the biggest sticking point in negotiations for the striking workers. Finally, they break down Perplexity’s latest funding round and Ed explains why he’s not so bullish on the company.
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Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead
Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and shares different investment opportunities in and around the semiconductor industry.
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Can A Podcast Change Southwest Airlines? + The College Consulting Business
Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have become the premier way to monetize attention. Finally, Ed and Scott discuss the college consulting industry and explain why they think the business will only continue to grow.
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Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show to break down the latest fiscal policies coming out of China. She also shares how she thinks about investing in Chinese markets, discusses the likelihood that China will invade Taiwan, and explains why China’s trade surplus is causing problems for the country.
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Hindenburg Shorts Roblox + Germany’s Shrinking Economy
Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remedies for the Google antitrust case, and a potential delay in Cerebras Systems’ IPO. Then they break down Hindenburg’s accusations against Roblox and discuss why its business model is so problematic. Finally, they break down Germany’s economic issues and why the country’s lack of spending might be the root cause of its problems. For our take on the Tesla robotaxi event and the stock’s resulting drawdown, tune in on Thursday.
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What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recent jobs data and why he’s confident that the Fed has stuck the landing. He also shares which Presidential candidate he thinks would be better for the economy. Finally, he breaks down where he thinks the housing market is headed and offers a solution to the housing affordability crisis.
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An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike’s earnings and break down why Nike’s dependence on its brand might have led to its downfall.
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Unlocking Innovation Through Antitrust Enforcement — ft. Lina Khan
Scott and Ed open the show by discussing China’s stock market surge, Softbank’s investment in OpenAI, and why Gavin Newsom vetoed an AI safety bill. Then Lina Khan, Chair of the Federal Trade Commission, joins the show to discuss the need for regulation in big tech and the connection between inflation and the concentration of industries. She also breaks down how the FTC analyzes mergers and acquisitions, and explains how the FTC measures consumer harm.
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OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike
Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated with retail consumers. He also advises current Palantir employees on what he thinks they should do with their stock options. Finally, Scott and Ed break down the Longshoremen’s demands and discuss the impact a potential strike could have on the economy.
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Is Jerome Powell Lucky or Good? — ft. Robert Armstrong
Scott and Ed open the show by discussing Qualcomm’s potential acquisition of Intel, Nike’s new CEO, and Microsoft’s deal with Constellation to re-open Three Mile Island. Then Robert Armstrong, US financial commentator for the Financial Times, joins the show to discuss the Fed’s interest rate decision. He explains why he wasn’t surprised about the Fed’s 50 basis point cut and why he thinks the Fed’s optimistic view on inflation is justified. Finally, he breaks down Intel’s fall from grace and gives his perspective on Trump and Harris’ economic plans.
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Is AI the Hollywood Killer? + Amazon’s New Return to Work Policy
Scott and Ed open the show by discussing the Federal Reserve’s rate cut decision, SpaceX’s deal with United, Blackrock and Microsoft’s AI infrastructure fund, and Instagram’s new teen accounts. Then Scott and Ed share their reactions to Lionsgate’s partnership with an AI company. Scott also offers advice to anyone in Hollywood whose job could be threatened by AI. Finally, they discuss the benefits of Amazon’s new return to work policy but explain why flexibility for certain employees is very necessary.
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Why Young People Are Worse Off Than Their Parents — and What to Do About it (from TED Talks Daily)
In this special conversation, Scott and head of TED Chris Anderson dive deeper into Scott’s explosive recent TED Talk, which has been seen by millions and ignited conversations about what he calls “the great intergenerational theft,” or how older generations are stealing prosperity from the young. With razor-sharp insights on the skyrocketing cost of housing, the mental health crisis created by social media, reckless government spending and more, Scott explores bold solutions to the most pressing issues facing young people — and delivers a few spectacular rants along the way. If you’ve already seen Scott's TED Talk, skip ahead to 20:25. This is an episode from TED Talks Daily, a daily podcast to spark your curiosity, from TED. Find more TED Talks Daily wherever you get your podcasts.
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Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debate and breaks down business learnings from Kamala Harris’ performance. Ed predicts which stocks he thinks will benefit most from the Presidential race. Finally, Scott and Ed discuss a proposed sovereign wealth fund and explain why it seems unnecessary for the U.S. to have one.
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What the 2024 Rate Cutting Cycle Could Mean For Investors — ft. Lyn Alden
Scott and Ed open the show by discussing a judge’s decision to allow bets on Congressional elections, Apple’s newest iPhone, and the fight to change the dual-class share structure at News Corp. Then Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the upcoming rate-cutting cycle. She explains why she’s still long-term bullish on Bitcoin and why now could be a good time to invest in emerging markets. Finally, she gives advice for new investors on how to build your portfolio.
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Why Are Millionaires Moving Abroad? + The Biggest Deals in Podcasting
Scott and Ed open the show by discussing the UK’s investigation into Microsoft’s Inflection acquihire, as well as Nippon Steel’s potential acquisition of US Steel and Andreesen Horowitz’s decision to close its Miami office. Then Scott shares his thoughts on why millionaires are flocking to the Middle East and why he’s not concerned about the rising popularity of golden passports. He also explains how he thinks countries should handle taxation in order to attract citizens. Finally, Scott and Ed discuss why the podcast industry is booming right now, and what it could mean for Prof G Media.
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Is Nvidia in Trouble? + Government Seeded Investment Accounts For Kids — ft. Brad Gerstner
Scott and Ed open the show by discussing the state of the US economy, how the markets reacted to Nvidia’s earnings, and OpenAI’s latest funding round. Then Brad Gerstner, founder, chair, and CEO of Altimeter Capital, joins the show to discuss why he’s not concerned about an AI bubble. He also shares the details behind his Invest America initiative and breaks down how he thinks setting up investment accounts from birth with government seeding can help address the wealth gap. Finally, he explains why he thinks people should be more optimistic about the future of America.
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Democratizing the Private Markets — ft. Ben Miller
Ben Miller, co-founder and CEO of Fundrise, joins the show to share how his company managed to successfully break into the private markets. He discusses why the private markets are regulated differently, how his company is helping everyday investors get in on typically inaccessible opportunities, and how Fundrise earned the trust of companies like OpenAI to get on their cap tables.
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Ask Us Anything — Scott and Ed Answer Your Questions
Scott and Ed answer listener-submitted questions about everything from how they met to their personal relationships. They give career advice and talk about the people who inspire them. Plus, Ed discusses how he allocates his investments and Scott confirms the truth behind a rumor from his college days. Finally, bear witness to the moment Scott first learned Ed has a girlfriend.
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The Corporate Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran
Aswath Damodaran returns to the show to discuss how companies age and why “growth for the sake of growth” can be a problem for companies as they get older. He looks at where Intel stands in the lifecycle and explains how it can return to a healthier age. He also breaks down how he thinks Starbucks and Lululemon could revamp their businesses. Finally, he explains why being geographically diversified doesn’t necessarily protect you from risk.
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Prof G Markets: How Scott Navigates Money with His Family
Scott explains how he approaches money with his partner, his parents, and his children. He gives advice for having difficult conversations about economic hardship. Ed asks for advice around saving money to take care of his family in the future. Scott also breaks down how he tries to connect money with effort when talking about wealth with his kids. Finally, he shares the one thing he hopes his kids will understand about money when he’s gone.
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How to Build a Rich Life — ft. Ramit Sethi
Ramit Sethi, New York Times Best Selling author of “I Will Teach You To Be Rich,” joins the show to discuss the most common money problems people face. He offers actionable tips for navigating finances with your partner, buying vs. renting your home, and raising your kids to appreciate money. Ramit and Scott also discuss the skill of spending money well.
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Breaking Down the Google Monopoly Ruling — ft. Rebecca Allensworth
Scott and Ed open the show by discussing Airbnb, Disney, and Shopify’s latest earnings, as well as X’s lawsuit against advertisers. Then they speak with Professor Rebecca Allensworth, Associate Dean for Research at Vanderbilt University, about the Google antitrust case. She breaks down the ruling, potential remedies for the situation, and what the case means for other big tech companies who are facing similar monopoly accusations.
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Why Stocks Corrected + Second Quarter Tech Earnings — ft. Mark Mahaney
Scott and Ed open the show by discussing the global sell-off, Berkshire Hathaway’s portfolio management, and Intel’s terrible earnings. Then Mark Mahaney, senior managing director and head of internet research at Evercore, joins the show to discuss why the market’s freakout is an opportunity, not a crisis. He also shares how recent tech earnings are sending signals that we’re headed for a soft landing, not a recession. Finally, he identifies a couple small and mid-sized companies he thinks could be destined for mega-cap status.
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Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research.
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Ozempic Bites McDonald’s, Trump’s Bitcoin Promise, & A Tesla Bull Makes His Case — ft. Dan Ives
Scott and Ed open the show by discussing SearchGPT, the latest earnings from McDonald’s, and Trump's new stance on Bitcoin. Then Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, joins the show to discuss how he thinks Tesla can get through its current “gut-check” moment. He also shares why Google is the most underrated of the Magnificent 7 stocks and why he thinks Palantir is one of the best AI companies right now.
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Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches
Scott shares his thoughts on Tesla’s lackluster earnings and explains how the electric vehicle industry has suffered from overinvestment. He also breaks down why Tesla’s stock could suffer if Trump doesn’t get elected. Then, Scott and Ed discuss Zyn’s popularity among Gen Z and the dilemma that comes with investing in sin stocks.
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Harris vs. Trump: The Markets React — ft. Robert Armstrong
Robert Armstrong, US financial commentator for the Financial Times, joins the show to break down a question: is the election moving the markets, or is it inflation? He shares his thoughts on why small-cap companies are surging, and discusses why the Federal Reserve has good reason to cut rates in July, but likely won’t until September.
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Why is Silicon Valley Backing Trump? + A Glasses Company Acquires Supreme
Scott shares his thoughts on why Trump has attracted some of Silicon Valley’s most powerful donors. He also explains why he doesn’t recognize America anymore, especially since his move to London. Then, Scott and Ed discuss possible motives for EssilorLuxottica acquiring Supreme and explain how the eyewear company’s monopoly on glasses has flown under the radar for so long.
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The Trump Trade & The Vibecession — ft. Kyla Scanlon
Kyla Scanlon, author of “In this Economy? How Money and the Markets Really Work,” joins the show to discuss how political uncertainty is moving the markets and how to act accordingly as an investor. She also shares two investment areas the tech sector needs to focus on, breaks down the comeback story of a top-performing stock, identifies some solutions to America’s trapped housing supply, and shares some tips for staying courageous in the face of criticism.
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Nike’s Dramatic Downfall & Britain’s Road to Economic Recovery
Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a client at L2, and considers if the stock is a buy. Finally, Scott and Ed discuss the state of the UK economy post-election and Ed identifies his largest point of concern with the Labour party’s manifesto.
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Project 2025 & An Inside Scoop on Trump’s Presidency — ft. Anthony Scaramucci
Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, joins the show to break down the fascism of Project 2025 and how a second term for Trump could become a totalitarian regime. He discusses why he thinks voters need to support Biden if he’s the Democratic candidate, but reveals who he thinks would have the greatest chance of beating Trump. He also shares some personal stories about what it was like to serve as the Communications Director in the Trump White House.
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How the Debate Moved the Market & Wall Street’s Take on Trump - with Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Trump’s potential tariffs on China.
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Rivian and Volkswagen’s New Partnership + Scott’s Tax Strategy
Scott shares his thoughts on Volkswagen’s investment in Rivian and why he thinks the electrical vehicle industry is entering the “Valley of Death”. Then Scott and Ed discuss JPMorgan’s tax management business and Scott breaks down different tax avoidance strategies he thinks more young people should know about.
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How Stoicism Makes Us Better at Money — ft. Ryan Holiday
Ryan Holiday, one of the world’s foremost philosophers of the modern era, joins the show to talk about how stoicism can improve our perspective on money. He discusses how to handle wins and losses in every situation and why limiting your options can lead to better decisions. He also advises on some healthy habits that can help improve your financial responsibility.
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Netflix’s New Entertainment Venues & Scott’s Takeaways from Cannes
Scott shares his thoughts on the new “Netflix Houses” and why he thinks Netflix has some of the most valuable IP in the entertainment industry. Then Scott talks about his experience at Cannes Lions and what the festival has demonstrated about the state of the advertising industry.
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The Changing World Order & the Power of Diversification — ft. Ray Dalio
Ray Dalio, founder of the largest hedge fund in the world, Bridgewater Associates, joins the show to break down America’s place in a shifting world order. He discusses the mechanics of the U.S. deficit, and identifies an asset he’d go long on to hedge against economically uncertain times. He also shares personal tips on how he developed a saving mentality long before he became one of the most successful investors of all time.
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Raspberry Pi’s London IPO & Mistral’s $640M Funding Round
Scott shares his thoughts on why Raspberry Pi chose to list on the London Stock Exchange and what its debut means for the UK market. Then Scott and Ed break down Mistral’s new funding round and discuss whether its valuation is deserved. They also take a look at the healthcare tech firm, Tempus AI, and consider if the company is participating in AI-washing.
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How FOMO, Doom, and Ego Impact Your Money — ft. Morgan Housel
Morgan Housel, New York Times bestselling author of “The Psychology of Money,” joins the show to break down some of the worst traits an investor can have. He also discusses the difference between being wealthy and being rich, how to deal with uncertainty in the markets, and how he thinks about giving money to his kids.
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The Texas Stock Exchange + Is Short Selling a Dying Strategy?
Scott shares his thoughts on why the new Texas Stock Exchange could be an appealing choice for certain companies. He also explains how it's a symptom of a larger issue: the politicization of everything. Then Scott and Ed break down the role that short sellers have historically played in the market and why the unprecedented bull run of the past 15 years has diminished the strategy’s returns.
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Will Paramount & Skydance Merge? + A Visit with Sam Bankman Fried in Prison — ft. William Cohan
William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to break down the terms of Skydance’s offer to merge with Paramount. He explains one sticking point that may be holding up the deal, and offers his thoughts on who could benefit from this saga. He also shares what he learned from his visit with Sam Bankman Fried in prison.
Further listening: Hear Ed’s full take on Britain’s culture and economy
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OpenAI’s New Content Deals + Latin America’s Most Valuable Financial Institution
Scott shares his thoughts on OpenAI’s content deal with Vox and if it means ChatGPT will now be training on this podcast’s content. Then Scott and Ed break down why Nubank’s shares have rallied so much this year, and what barriers stand in the way of it becoming a super-app.
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Doomsday Inflation and a Bull Case for Bitcoin — with Lyn Alden
Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value.
Further reading: https://www.lynalden.com/
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Nvidia’s Blowout Earnings & Stock Split + Britain’s Damaged Economy
Scott shares his thoughts on Nvidia’s incredible first quarter earnings and breaks down what its stock split means for investors. He and Ed then look at the UK’s upcoming election in light of the country’s struggling economy. Plus, they discuss some of the cultural differences they’ve experienced living in the US versus the UK.
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The Goldilocks Economy & The Biggest Risk to the Market Right Now — with Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth, returns to the show to discuss what’s driving the current bull market and how he’s managing portfolios accordingly. He discusses whether an AI bubble could trigger a recession, and shares why he thinks we’re on the verge of creating more millionaire households than ever before.
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GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI could be reaching bubble territory.
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Prof G Markets Achieves Lift Off
Coming May 20th to a brand new podcast feed every Monday and Thursday: more Scott, more Ed, more Markets.
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Podcasten Prof G Markets är skapad av Vox Media Podcast Network. Podcastens innehåll och bilderna på den här sidan hämtas med hjälp av det offentliga podcastflödet (RSS).
En liten tjänst av I'm With Friends. Finns även på engelska.