Prof G Markets: Carvana and Corporate Governance, Hollywood vs. Microsoft, and Oddity’s IPO

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. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice 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

5 Touko 20251h 7min

Live from YPO’s Global Entrepreneurship Summit, Ed sits down with Reddit co-founder and CEO Steve Huffman. They discuss the company’s IPO journey, his unique approach to investor relations, and how Reddit navigates the complex world of content moderation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Touko 202558min

As read by George Hahn. https://www.profgalloway.com/the-great-rotation/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Touko 202519min

David Brooks, New York Times columnist and writer for The Atlantic, joins Scott to discuss the decline of true conservatism, the failures of elite institutions, the moral decay fueling American politics, and the crisis facing men and boys. Follow David Brooks, @nytdavidbrooks. Algebra of Happiness: reflections on religion.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Touko 20251h 4min

Scott shares his updated take on whether AI is truly coming for our jobs. Then, he offers tips for planning a meaningful guys’ trip that deepens friendships.  And in our Reddit Hotline segment, Scott responds to a listener asking about when it is smart to take on personal debt to level up your life. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Huhti 202521min

Scott and Jessica break down the first 100 days of Trump’s second term — from mass deportations and trade wars to the arrest of judges and shaky Ukraine peace talks. Plus, they dig into the state of the press after a tense White House Correspondents’ Dinner and the rise of MAGA media. Follow Jessica Tarlov, @JessicaTarlov.  Follow Prof G, @profgalloway. Follow Raging Moderates, @RagingModeratesPod. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Huhti 20251h 6min

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.  Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on InstagramFollow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Huhti 20251h

As read by George Hahn. https://www.profgalloway.com/breaking-the-silence/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Huhti 202516min