Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Follow Prof G Markets: Apple Podcasts Spotify 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. Vote for the Prof G Pod at the Signal Awards 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

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China Decode: What One Big Exam Reveals about Inequality in China

China Decode: What One Big Exam Reveals about Inequality in China

In this episode of China Decode, hosts Alice Han and James Kynge unpack how the global auto industry is facing a new chip crisis. Dutch chipmaker Nexperia has halted shipments to China after a payment...

4 Marras 202543min

Subscription Inflation, How to Use a Gap Year, and Deciding When to Retire

Subscription Inflation, How to Use a Gap Year, and Deciding When to Retire

Scott Galloway answers listener questions on the wave of subscription price hikes and why recurring revenue gives companies pricing power. He then lays out a simple playbook for making the most of a g...

3 Marras 202516min

First Time Founders with Ed Elson – This Physicist Is Building AI Droids

First Time Founders with Ed Elson – This Physicist Is Building AI Droids

Ed speaks with Matan Grinberg, co-founder and CEO of Factory, an AI company focused on bringing autonomy to software engineering. They discuss the long-term future of AI, the role of regulation, and w...

2 Marras 202558min

No Mercy / No Malice: Big Tech Stock Pick of 2026 is Amazon

No Mercy / No Malice: Big Tech Stock Pick of 2026 is Amazon

As read by George Hahn. https://www.profgalloway.com/big-tech-stock-pick-of-2026-amazon/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Marras 202516min

AI’s Power Problem, Have We Passed Peak Social Media? and How to Save Democracy

AI’s Power Problem, Have We Passed Peak Social Media? and How to Save Democracy

Scott Galloway answers listener questions on AI’s growing strain on the U.S. power grid, why we may have reached peak social media, and how economic boycotts can serve as a check on political power. ...

31 Loka 202521min

America’s Casino Economy — with Kyla Scanlon

America’s Casino Economy — with Kyla Scanlon

Scott Galloway speaks with Kyla Scanlon, an economic commentator, educator, and author of In This Economy? How Money and Markets Really Work. Kyla explains how gambling culture has seeped into market...

30 Loka 20251h 3min

Raging Moderates: Why Politicians are Launching Podcasts Ahead of 2028

Raging Moderates: Why Politicians are Launching Podcasts Ahead of 2028

With just a week until Election Day, Scott and Jessica break down the races shaping the final stretch — from Andrew Cuomo’s last-minute unlikely comeback bid in New York City to Abigail Spanberger and...

29 Loka 202555min

China Decode: Xi Tightens His Grip, Trump Seeks a Deal

China Decode: Xi Tightens His Grip, Trump Seeks a Deal

In this episode of China Decode, hosts Alice Han and James Kynge dive into Trump’s trip across Asia — and what it means as Xi Jinping tightens his grip at home. Are the U.S. and China inching toward a...

28 Loka 202542min

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