Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debate and breaks down business learnings from Kamala Harris’ performance. Ed predicts which stocks he thinks will benefit most from the Presidential race. Finally, Scott and Ed discuss a proposed sovereign wealth fund and explain why it seems unnecessary for the U.S. to have one. 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(1030)

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

Office Hours: Philanthropy, What to Do About Standardized Testing, and the Algebra of Making Predictions

Office Hours: Philanthropy, What to Do About Standardized Testing, and the Algebra of Making Predictions

Scott shares his thoughts on the roles that tests like the ACT and SAT play in college admissions. He then answers a question on how to be more charitable with your wealth, and explains his prediction...

14 Mar 202219min

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