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(1031)

Office Hours: Spotify Subscriptions, Stock Buybacks, and Inflation

Office Hours: Spotify Subscriptions, Stock Buybacks, and Inflation

Scott answers a question on how Spotify will maintain its value proposition and grow its market share in an increasingly competitive streaming market. He then shares his thoughts on what stock buyback...

11 Apr 202226min

Elon Musk and Twitter + Curating Online Communities — with Nadav Shoval

Elon Musk and Twitter + Curating Online Communities — with Nadav Shoval

Nadav Shoval, the co-founder and CEO of OpenWeb, joins Scott to discuss how the company uses AI to help publishers build healthy online communities, specifically in their comments sections. Nadav also...

7 Apr 202248min

Office Hours: The Tesla Phone, Apple’s Enterprise Play, and Degrees vs. Bootcamps

Office Hours: The Tesla Phone, Apple’s Enterprise Play, and Degrees vs. Bootcamps

Scott answers a question on whether Elon Musk could capture a competitive share of the smartphone market with a Tesla phone. He then shares his thoughts on why Apple is moving into the B2B space, and ...

4 Apr 202220min

CNN+, Investing Platforms, and the Return to Fundamentals — with Leif Abraham

CNN+, Investing Platforms, and the Return to Fundamentals — with Leif Abraham

Leif Abraham, the co-CEO of Public.com, joins Scott to discuss the state of play regarding the fintech investment space and Public’s overall business strategy.  Scott opens with his thoughts on how th...

31 Mar 202257min

Office Hours: The Strength of Sanctions, the Short-form Video Revolution, and Yielding to Economic Security

Office Hours: The Strength of Sanctions, the Short-form Video Revolution, and Yielding to Economic Security

Scott answers a question on whether Upwork and other gig economy companies did the right thing by suspending services in Russia. Scott also shares his thoughts on how short videos might make their way...

28 Mar 202220min

The Ukraine Crisis Explained — with Niall Ferguson

The Ukraine Crisis Explained — with Niall Ferguson

Niall Ferguson, a historian and the Milbank Family Senior Fellow at Stanford University’s Hoover Institution, joins Scott to discuss the implications of Russia’s attack on Ukraine. We hear what the We...

24 Mar 202256min

Office Hours: NVIDIA’s Strengths, Meta’s Virtual Real Estate Opportunities, Proprietary Streaming Content, and Rebranding Government Jobs

Office Hours: NVIDIA’s Strengths, Meta’s Virtual Real Estate Opportunities, Proprietary Streaming Content, and Rebranding Government Jobs

Scott shares his thoughts on whether NVIDIA’s stock is a strong long-term investment. He then shares how streaming services might innovate around proprietary content, and answers a question about whet...

21 Mar 202222min

The Illusion of ESG Investing — with Tariq Fancy

The Illusion of ESG Investing — with Tariq Fancy

Tariq Fancy, the founder and CEO of The Rumie Initiative and the former chief investment officer for sustainable investing at BlackRock, joins Scott to discuss how ESG investing acts as “a dangerous p...

17 Mar 202246min

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