Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt

Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt

This week on Prof G Markets, Scott deciphers the market’s disparate responses to strong earnings announcements from Uber and Airbnb, and what it tells us about the importance of the narrative over numbers in stock valuation. Then we take a deep dive into Apple’s surprisingly large outstanding debt, and Scott explains why debt is a weapon, but one with two edges. Uber Earnings Airbnb Earnings Apple’s Debt Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(994)

No Mercy / No Malice: Migrant

No Mercy / No Malice: Migrant

As read by George Hahn. Related Reading: Migrant Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Jul 202214min

Mania and Smoke Signals in the Markets — with Richard Kramer

Mania and Smoke Signals in the Markets — with Richard Kramer

Richard Kramer, the founder of Arete, an independent equity research firm, joins Scott to discuss how to think about and assess value in companies. We also hear Richards’s thoughts on the tech space, including why he’s more bullish on YouTube than TikTok.  Scott opens with his thoughts on the economic consequences the United States will endure now that the Supreme Court has overturned Roe v. Wade.  Algebra of Happiness: be effective. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Jun 202247min

No Mercy / No Malice: All Ears

No Mercy / No Malice: All Ears

As read by George Hahn Related Reading: All Ears Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Jun 202213min

Office Hours: Portfolio Diversification, the Streaming Industry, and the Future of Brand Strategy

Office Hours: Portfolio Diversification, the Streaming Industry, and the Future of Brand Strategy

Scott answers a question about investing in individual stocks vs. ETFs, and how to diversify your portfolio. Scott also takes a question regarding the streaming industry’s future and offers his advice to a brand strategist.  Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Jun 202220min

The Crypto Meltdown — with David Yermack

The Crypto Meltdown — with David Yermack

David Yermack returns to discuss everything we need to know about the crypto market crash — including where we’ve seen a meltdown like this before, what happens to over-leveraged investors, and where regulation needs to come in. Scott opens with his thoughts on the power dynamics between the information age labor force and the corporation. He also discusses Snap’s potential subscription product.  Algebra of Happiness: know what you don’t know. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Jun 202249min

No Mercy / No Malice: Trustless

No Mercy / No Malice: Trustless

As read by George Hahn. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Jun 202213min

The Credit Markets, Interest Rates, and Market Sentiment — with John Zito

The Credit Markets, Interest Rates, and Market Sentiment — with John Zito

John Zito, Partner and Deputy CIO of Credit of Apollo Global Management, joins Scott to discuss the state of play regarding the credit markets, growth companies, interest rates, and investment opportunities.  Scott opens with his thoughts on a passwordless future.  Algebra of Happiness: overcoming imposter syndrome. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Jun 202248min

No Mercy / No Malice: Notes on Work

No Mercy / No Malice: Notes on Work

As read by George Hahn. Related Reading: Notes on Work Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Jun 202213min

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