Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

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

Episoder(1096)

China Decode: China Walks a Dangerous Line as Iran War Escalates

China Decode: China Walks a Dangerous Line as Iran War Escalates

Alice Han and James Kynge break down how China is navigating a delicate balancing act as the Iran conflict intensifies — protecting its energy supply while avoiding direct alignment. They also unpack ...

31 Mar 48min

Is AI Killing Entry-Level Jobs? And Why Senior Care Is Booming

Is AI Killing Entry-Level Jobs? And Why Senior Care Is Booming

Scott Galloway breaks down whether AI is really impacting entry-level hiring, explains why he’s bullish on the senior care space, and offers advice for navigating career anxiety. Want to be feature...

30 Mar 23min

No Mercy / No Malice: The Manosphere & Robert Mueller

No Mercy / No Malice: The Manosphere & Robert Mueller

As read by George Hahn. https://www.profgmedia.com/p/the-manosphere-and-robert-mueller Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Mar 15min

Scott’s Greatest Legacy and Why Your 20s Are Overrated

Scott’s Greatest Legacy and Why Your 20s Are Overrated

Scott Galloway reflects on his legacy, shares what to expect from life after college, and offers advice on raising money and building relationships. Want to be featured in a future episode? Send a vo...

27 Mar 22min

How Do We Fix America’s Tax Problem? — with Senator Cory Booker

How Do We Fix America’s Tax Problem? — with Senator Cory Booker

Senator Cory Booker joins Scott Galloway to discuss his proposal to make the first $75,000 of income tax-free – and how he plans to pay for it. They break down the tradeoffs between tax cuts and defic...

26 Mar 53min

Raging Moderates: Did Trump Already LOSE the War in Iran? (ft. Ian Bremmer and Dan Senor)

Raging Moderates: Did Trump Already LOSE the War in Iran? (ft. Ian Bremmer and Dan Senor)

Three weeks into Trump’s war with Iran, is anyone actually winning? Or are we watching a conflict spiral with no clear endgame?  Scott Galloway and Jessica Tarlov sit down with Ian Bremmer (president...

25 Mar 49min

China Decode: Apple Doubles Down on China as Trump Blinks

China Decode: Apple Doubles Down on China as Trump Blinks

Alice Han and James Kynge break down why Apple is bending to Beijing — and why it still may not be enough. As Tim Cook doubles down on China, Trump delays a major summit with Xi, raising new doubts ab...

24 Mar 44min

Why the Grifter Economy Is Booming, Raising Money-Smart Kids and Forming Your Own Opinions

Why the Grifter Economy Is Booming, Raising Money-Smart Kids and Forming Your Own Opinions

Scott Galloway answers listener questions on the rise of the grifter economy, how to teach kids the value of money, and how to think for yourself in an age of constant noise. Want to be featured in...

23 Mar 17min

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