Prof G Markets: Productive Congress, Social Media Earnings, Crypto Floor, and Cloud
This week on Prof G Markets, Scott discusses the market implications of a surprisingly productive week in Congress, parses the deeper meaning of social media’s mixed earnings season (hint: it’s TikTok), and ponders whether we’ve hit bottom in certain volatile equity sectors. Plus a deep dive on the most potent value creation engine of the era: cloud. Productive Congress https://www.cnbc.com/2022/07/28/china-competitiveness-and-chip-bill-passes-house-goes-to-biden.html https://www.bloomberg.com/news/articles/2022-07-27/what-s-in-the-manchin-schumer-tax-climate-and-energy-agreement?utm_source=google&utm_medium=bd&cmpId=google Social Media Earnings https://www.reuters.com/technology/google-parent-alphabet-posts-higher-quarterly-revenue-2022-07-26/ Crypto Floor? https://www.bloomberg.com/news/articles/2022-07-30/crypto-wallet-maker-ledger-seeks-new-funding-at-higher-valuation#xj4y7vzkg Cloud https://www.pcmag.com/how-to/what-is-cloud-computing Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Aug 202231min
No Mercy / No Malice: Prime Health
As read by George Hahn. Follow George on Twitter, @georgehahn. Prime Health by Scott Galloway Learn more about your ad choices. Visit podcastchoices.com/adchoices
30 Jul 202215min
How the Metaverse Might Actually Work — with Matthew Ball
Matthew Ball, a VC and author of “The Metaverse,” joins to discuss the winners and losers of the Metaverse, as well as some practical uses for the technology, such as in travel and defense. He previously served as the global head of strategy for Amazon Studios, so we also get his thoughts on streaming and potential acquisitions in that space. Follow Matthew on Twitter, @ballmatthew. Scott opens with his thoughts on Amazon and the healthcare industry. Algebra of Happiness: the last five minutes. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Jul 202254min
Office Hours: eBay’s NFT Marketplace, Leaving the U.S., and Advice to a Teenager
Scott takes a question about how established brands can leverage their platforms and identities in a Web3 world. He then shares why he’s moving to the U.K. and offers advice to a progressive who’s tired of America and wants to do the same. Scott also takes a question from a 16-year-old about what he would have done differently in his teenage years. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Jul 202219min
Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors
This week on Prof G Markets, Scott evaluates the recent rise in U.S. equities, warns about external sources of downside risk, and discusses what the surging dollar tells us about currency markets, including who wins and who loses with euro parity. Then it’s the latest on the Elon/Twitter saga, and Scott’s prediction on the next front in that battle. Finally, Scott weighs in on government subsidies for the semiconductor industry. U.S Equity Market https://www.cnbc.com/2022/07/21/stock-market-futures-open-to-close-news-.html Strong Dollar https://www.nytimes.com/interactive/2022/07/16/business/strong-dollar.html Semiconductors https://finance.yahoo.com/news/heres-what-in-the-semiconductor-bill-as-the-senate-nears-a-crucial-vote-162706068.html Learn more about your ad choices. Visit podcastchoices.com/adchoices
25 Jul 202226min
No Mercy / No Malice: A Touch Better
As ready by George Hahn. Follow George on Twitter, @georgehahn. Adrift: America in 100 Charts is available for pre-order here. Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Jul 202210min
Your Mind on Psychedelics — with Michael Pollan
Michael Pollan, the NYT bestselling author of “This Is Your Mind on Plants,” joins Scott to discuss his research on the psychedelic space, including the changes he has registered over time as well as his own experience with the drugs. Follow Michael on Twitter, @michaelpollan. Scott opens with his thoughts on Elliot Management's stake in Pinterest and what might be coming for other subscale tech companies. He also shares his thoughts on how Peloton could drive its stock up. Algebra of Happiness: analyze your life. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Jul 20221h 3min
Office Hours: The Power of Identity, the Labor Shortage, and the Key to Relevance
Scott shares his thoughts on how Apple could help clean up the internet with its biometric technology. He then answers a question about why there are so many open jobs right now, and offers his number one tip to entrepreneurs on how to stay relevant. Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Jul 202218min
