Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike’s earnings and break down why Nike’s dependence on its brand might have led to its downfall. Vote for the Prof G Pod at the Signal Awards 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(1094)

Office Hours: Peloton’s Acquirers, Working Abroad, and Moving into Management

Office Hours: Peloton’s Acquirers, Working Abroad, and Moving into Management

Scott answers a question about whether Nike should acquire Peloton. He also shares his thoughts on risking it all to move abroad, and offers career advice to someone with an offer to take on a managem...

12 Jul 202117min

Psychedelics with Sam Harris

Psychedelics with Sam Harris

Sam Harris joins the pod again to discuss psychedelics — including his experience with LSD and psilocybin — and shares his thoughts on who should and shouldn’t take them. He also explains how these dr...

8 Jul 20211h 4min

Banking the Unbanked — with Pierpaolo Barbieri

Banking the Unbanked — with Pierpaolo Barbieri

Pierpaolo Barbieri, the CEO and founder of Ualá, tells us about the booming fintech space, incumbent banks, and crypto. Ualá is an Argentine fintech company that is working to bring Latin Americans th...

1 Jul 202155min

Office Hours: Market Corrections, Zoom’s Next Move, Why Location Matters, and Escaping the Big Five

Office Hours: Market Corrections, Zoom’s Next Move, Why Location Matters, and Escaping the Big Five

Scott answers a question about the next economic slowdown, which he thinks is imminent. He also shares his thoughts on what Zoom needs to do to maintain its valuation in a post-pandemic world, why it’...

28 Jun 202123min

An Inside Look at America’s Pandemic Response — with Andy Slavitt

An Inside Look at America’s Pandemic Response — with Andy Slavitt

Andy Slavitt, President Biden’s former White House senior advisor for the Covid team, updates us on COVID-19 and vaccine hesitancy. He also shares how to think about the various leadership responses w...

24 Jun 20211h

Office Hours: Fintech IPOs, Apple’s Search Game, Checking Your Morals, and Dating Post-Covid

Office Hours: Fintech IPOs, Apple’s Search Game, Checking Your Morals, and Dating Post-Covid

Scott answers a question on SoFi’s IPO, plus the record number of Fintech companies going public. He also shares his thoughts on whether Apple should acquire Neeva and make it its default search engin...

21 Jun 202127min

Racism is Costing Us All  — with Heather McGhee

Racism is Costing Us All — with Heather McGhee

Heather McGhee, the author of The Sum of Us, tells us her definition of zero-sum thinking and how racist policy decisions have left us all worse off. Heather is also the chair of the board of Color of...

17 Jun 202151min

 Office Hours: Tesla’s Competition, Identity Verification, the Scam of Tenure, and Public vs. Private Companies

Office Hours: Tesla’s Competition, Identity Verification, the Scam of Tenure, and Public vs. Private Companies

Scott shares his thoughts on Tesla’s future in a more saturated EV market. He also answers questions on investing in the identity verification market, whether employee-owned businesses could replace p...

14 Jun 202123min

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