Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban
This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott also discusses why private equity firms hold on to shares of companies in the public markets (hint: it’s a racket). Finally, in this week’s Unpack, we hear about each of the legal challenges Montana’s TikTok ban will face. Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Touko 202345min
No Mercy / No Malice: Goals
As read by George Hahn. https://www.profgalloway.com/goals/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Touko 202314min
State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs
Jeffrey Sachs, a world-renowned economics professor at Columbia University, joins Scott to discuss the state of the nation’s debt ceiling – specifically as it relates to military spending. We also hear Professor Sachs’ take on the broader geopolitical landscape, as well as the war in Ukraine. Scott opens by discussing Meta’s privacy violation fine from the GDPR as well as the firm’s potential to build a Twitter competitor. Algebra of Happiness: switching mediums. Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Touko 202358min
Office Hours: What’s Going On in the Retail Sector, The Future of AI-driven Mental Health Care, and How Can I Help My Child to Become a Great Storyteller?
Scott gives his thoughts on the current state of the retail industry, specifically how they can reevaluate their investments in technology. He then speaks about how AI is impacting the mental health space. He wraps up with a discussion on storytelling. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Touko 202323min
Prof G Markets: Alibaba and Mercado Libre, Share Buybacks vs. Dividends, and National Credit Ratings
This week on Prof G Markets, Scott shares his thoughts on two titans of e-commerce (that aren’t Amazon), and how to assess government risk when investing. He also explains why share buybacks have surged in popularity compared to dividends. Finally, he discusses why population decline is sending national credit ratings towards junk status. Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Touko 202337min
No Mercy / No Malice: Struck
As read by George Hahn. https://www.profgalloway.com/struck/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Touko 202315min
State of Banking, Media, and AI — with Andrew Ross Sorkin
Andrew Ross Sorkin shares his thoughts on the second-order effects of the banking crisis, recent media events, and AI. We also learn how Andrew is balancing work and time with his family. Follow Andrew on Twitter, @andrewrsorkin. Scott opens by discussing Vice’s bankruptcy, and what it means for buzzy news sites. Plus, he shares his thoughts on the writers' strike. Algebra of Happiness: just listen. Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Touko 202359min
Office Hours: Using Real Estate to Build Wealth, How to Use Your Discretionary Income, and Best Practices Around Mentorship
Scott gives his thoughts on how to use real estate to build wealth, all while being burdened by student debt. He then answers a listener’s question about whether to use discretionary income to visit other company offices. He wraps up by discussing how he thinks about mentorship. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Touko 202320min
