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(994)

Office Hours: Can Fast Fashion Be Sustainable? Thoughts on Female Leadership, and Forming Friendships Later in Life

Office Hours: Can Fast Fashion Be Sustainable? Thoughts on Female Leadership, and Forming Friendships Later in Life

Scott gives his thoughts on the fast fashion industry and how the industry is inherently unsustainable. He then speaks about female leadership, specifically how women can speak up in the business world. He wraps up with a discussion on male friendship. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Mai 202318min

Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban

Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban

This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott also discusses why private equity firms hold on to shares of companies in the public markets (hint: it’s a racket). Finally, in this week’s Unpack, we hear about each of the legal challenges Montana’s TikTok ban will face. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Mai 202345min

No Mercy / No Malice: Goals

No Mercy / No Malice: Goals

As read by George Hahn. https://www.profgalloway.com/goals/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Mai 202314min

State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs

State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs

Jeffrey Sachs, a world-renowned economics professor at Columbia University, joins Scott to discuss the state of the nation’s debt ceiling – specifically as it relates to military spending. We also hear Professor Sachs’ take on the broader geopolitical landscape, as well as the war in Ukraine. Scott opens by discussing Meta’s privacy violation fine from the GDPR as well as the firm’s potential to build a Twitter competitor.  Algebra of Happiness: switching mediums.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Mai 202358min

Office Hours: What’s Going On in the Retail Sector, The Future of AI-driven Mental Health Care, and How Can I Help My Child to Become a Great Storyteller?

Office Hours: What’s Going On in the Retail Sector, The Future of AI-driven Mental Health Care, and How Can I Help My Child to Become a Great Storyteller?

Scott gives his thoughts on the current state of the retail industry, specifically how they can reevaluate their investments in technology. He then speaks about how AI is impacting the mental health space. He wraps up with a discussion on storytelling. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Mai 202323min

Prof G Markets: Alibaba and Mercado Libre, Share Buybacks vs. Dividends, and National Credit Ratings

Prof G Markets: Alibaba and Mercado Libre, Share Buybacks vs. Dividends, and National Credit Ratings

This week on Prof G Markets, Scott shares his thoughts on two titans of e-commerce (that aren’t Amazon), and how to assess government risk when investing. He also explains why share buybacks have surged in popularity compared to dividends. Finally, he discusses why population decline is sending national credit ratings towards junk status. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Mai 202337min

No Mercy / No Malice: Struck

No Mercy / No Malice: Struck

As read by George Hahn. https://www.profgalloway.com/struck/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Mai 202315min

State of Banking, Media, and AI — with Andrew Ross Sorkin

State of Banking, Media, and AI — with Andrew Ross Sorkin

Andrew Ross Sorkin shares his thoughts on the second-order effects of the banking crisis, recent media events, and AI. We also learn how Andrew is balancing work and time with his family. Follow Andrew on Twitter, @andrewrsorkin.  Scott opens by discussing Vice’s bankruptcy, and what it means for buzzy news sites. Plus, he shares his thoughts on the writers' strike. Algebra of Happiness: just listen.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Mai 202359min

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