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(1029)

Office Hours: Rivian’s Colossal IPO, Fashion Industry Winners, and Pivoting Out of an Ad Agency

Office Hours: Rivian’s Colossal IPO, Fashion Industry Winners, and Pivoting Out of an Ad Agency

Scott answers a question on how Rivian priced its shares for the biggest IPO of the year. He then offers his thoughts on the future of the apparel industry and gives advice to someone who no longer se...

29 Nov 202119min

Consumer Markets, Franchising, and Angel Investing — With Kat Cole

Consumer Markets, Franchising, and Angel Investing — With Kat Cole

Kat Cole, an angel investor and master of franchising, joins the pod to discuss the state of play in the restaurant and retail industry, her investment strategy, and why she’s excited about NFTs. She ...

25 Nov 202157min

Office Hours: What’s Next for Peloton, The Hidden Value of B2B, and Diversifying your Investments

Office Hours: What’s Next for Peloton, The Hidden Value of B2B, and Diversifying your Investments

Scott answers a question on Peloton’s recent collapse in value and explains why it’s the perfect opportunity for Nike or Apple to acquire the company. He then shares why he likes to invest in the pick...

22 Nov 202118min

Crypto, Web3, and DeFi  — with Mike Novogratz

Crypto, Web3, and DeFi — with Mike Novogratz

Mike Novogratz, the founder and CEO of Galaxy Digital, an investment firm focused on cryptocurrencies, blockchain technology, and digital assets, joins Scott to give us a macro view of the crypto spac...

18 Nov 202154min

Office Hours: The Race to a Super App, When to Expand Your Board, and Deciding to Get an MBA as an Entrepreneur

Office Hours: The Race to a Super App, When to Expand Your Board, and Deciding to Get an MBA as an Entrepreneur

Scott answers a question on verticalization within the grocery delivery market and explains why there’s power in controlling access to the consumer. He also offers advice to a start-up founder on when...

15 Nov 202117min

Markets, Meme Stocks, and Inflation — with Liz Ann Sonders

Markets, Meme Stocks, and Inflation — with Liz Ann Sonders

Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab, joins Scott to discuss the stock market as it relates to the US’s current economic cycle, meme stock investors, and stimulus spendin...

11 Nov 202151min

Office Hours: Amazon’s Aggregators, Turning Data into Insights, Career Moves, and Why the Don Draper Era is Dead

Office Hours: Amazon’s Aggregators, Turning Data into Insights, Career Moves, and Why the Don Draper Era is Dead

Scott answers a question about companies that buy up small third-party sellers on Amazon’s marketplace. He then explains why he thinks businesses should take money out of marketing and put it into the...

8 Nov 202122min

State of Play: The Geopolitical Landscape — with Ian Bremmer

State of Play: The Geopolitical Landscape — with Ian Bremmer

Ian Bremmer, the president and founder of Eurasia Group and GZERO Media, joins Scott for a conversation about the United States' global position, how to think about the nation’s relationship with Chin...

4 Nov 20211h 13min

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