Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran
Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor ...
29 Touko 20251h 9min
The Story of Scott’s Career
Starting June 9th, we’ll be publishing a new episode every day of the week, exclusively on the Prof G Markets feed. Be sure to follow Prof G Markets if you haven’t already. For Memorial Day, we’re rev...
26 Touko 202554min
Why America’s Credit Rating Dropped — ft. Scott Goodwin
Scott and Ed discuss Moody’s decision to downgrade U.S. debt, why universities are offloading private equity stakes at a discount, and Trump’s comments about Walmart raising prices. Then Scott Goodwin...
22 Touko 20251h 7min
The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings
Scott and Ed discuss why United Health’s stock hit a five year low, Warner Bros. Discovery's latest move to rebrand Max, and Airbnb’s foray into offering bookable services for travelers. They then bre...
19 Touko 20251h 11min
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 Gree...
15 Touko 20251h
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 ...
12 Touko 202557min
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 Hatha...
8 Touko 20251h 13min
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 quar...
5 Touko 20251h 7min
