Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research. 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 Aug 202446min
First Time Founders with Ed Elson – The AI Company That Codes For You
Ed speaks with Varun Mohan and Jeff Wang from Codeium, an AI code generator. They discuss the importance of being a lean company, how their product stacks up against competitors and why having a level of paranoia has been imperative to their success. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Aug 202447min
Is It Time to Remember the Metaverse? — with Matthew Ball
Matthew Ball, the CEO of Epyllion, a startup adviser, and the former Head of Strategy for Amazon Studios, joins Scott to discuss the updated version of his book, “The Metaverse: Building the Spatial Internet.” We hear where to be bullish, along with his thoughts on Starlink, streaming, and AI writ large. Follow Matthew, @ballmatthew. Scott opens with his thoughts on the movie business, luxury, and the Olympics. Algebra of Happiness™: step-parents are underrated. Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Aug 20241h 5min
The Pharmacy Staffing Shortage, Is the US College Price Tag Still Worth It? and Why You Should Say Yes More Often
Scott speaks about the looming pharmacy staffing shortage in America, specifically how the concentration of power in the industry is contributing to the problem. He then discusses whether pursuing a college degree in the U.S. is still worth the cost — when compared to going to an international university. He then wraps up with advice to a listener navigating a life transition. Music: https://www.davidcuttermusic.com / @dcuttermusic Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Jul 202419min
Prof G Markets: Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches
Follow Prof G Markets: Apple Podcasts Spotify Scott shares his thoughts on Tesla’s lackluster earnings and explains how the electric vehicle industry has suffered from overinvestment. He also breaks down why Tesla’s stock could suffer if Trump doesn’t get elected. Then, Scott and Ed discuss Zyn’s popularity among Gen Z and the dilemma that comes with investing in sin stocks. 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
29 Jul 202448min
No Mercy / No Malice: Brand Harris
As read by George Hahn. https://www.profgalloway.com/brand-harris/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Jul 202420min
Appealing to the Swing States + How to Be a Better Negotiator
Jessica Tarlov joins us again to discuss what happens now that Biden is out of the race. We hear why we should be bullish on Kamala Harris, be sad about the way Biden had to bow out, and get excited about the election. Follow Jessica’s reporting @JessicaTarlov. We’re then joined by Chris Voss, the former lead FBI hostage negotiator and bestselling author of, “Never Split The Difference.” He shares how negotiation plays a role in all aspects of our lives. Algebra of Happiness™: separate the person from their politics. Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Jul 20241h 3min
Shein’s Alleged IP Theft, What Qualities Do You Look For When Hiring? and How to Make a Mid-Career Pivot
Scott speaks about Shein’s design practices, specifically its alleged IP theft. He then discusses the qualities he looks for in hiring/promoting, and wraps up with advice to a listener looking to make a mid-career pivot. Music: https://www.davidcuttermusic.com / @dcuttermusic Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Jul 202418min
