Prof G Markets: Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

Prof G Markets: Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

Still listening on the Prof G Pod Feed? Head over to the Prof G Markets feed and hit follow: Apple Podcasts Spotify Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, breaking down why it could be a highly profitable move. They also discuss what Apple’s newest product launches reveal about the state of the company. Scott explains why he’s begun offloading his Apple stock, while Ed makes a prediction about where shares are headed in the next six months. Subscribe to the Prof G Markets newsletter Join us for a live recording at SXSW Order "The Algebra of Wealth," out now 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

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Episoder(1212)

Fareed Zakaria on America’s Retreat from the World

Fareed Zakaria on America’s Retreat from the World

Fareed Zakaria joins Scott Galloway to discuss whether the U.S. is losing influence abroad. They examine the war with Iran and its impact on the Gulf, why Canada is building new trade relationships, a...

24 Sep 1h 1min

What the U.S. Can Learn from Canada's Safety Net + The Real Cost of Private Schools and Clubs

What the U.S. Can Learn from Canada's Safety Net + The Real Cost of Private Schools and Clubs

Get a first look at the new Office Hours format, with more questions per episode. Starting next week, Office Hours airs exclusively on Mondays. Scott Galloway tackles whether a stronger safety net da...

23 Sep 44min

The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game

The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game

Scott Galloway breaks down the borrowed money behind the AI buildout, how Apple turned the iPhone into a monthly bill, and how to angle for your boss's job. Want to be featured in a future episode?...

21 Sep 23min

No Mercy / No Malice: Oppenheimer, Inc.

No Mercy / No Malice: Oppenheimer, Inc.

As read by George Hahn. https://profgmedia.substack.com/p/oppenheimer-inc Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Sep 17min

The Week: China’s Upper Hand, a Troubled Bond Market, and a New Mortgage Crisis

The Week: China’s Upper Hand, a Troubled Bond Market, and a New Mortgage Crisis

George Hahn connects the dots across the week’s biggest stories: why China might be the first to answer the AI question, what $40 trillion in debt means for the bond markets, and how mortgages above 7...

18 Sep 19min

How Worried Should We Be About AI? — with Alex Stamos

How Worried Should We Be About AI? — with Alex Stamos

Scott Galloway speaks with cybersecurity expert Alex Stamos about the latest wave of AI alarm. They discuss the Anthropic researcher whose resignation reignited fears of human extinction, why lead...

17 Sep 57min

The $40 Trillion National Debt, and the Trade-Offs of Living With Your Parents

The $40 Trillion National Debt, and the Trade-Offs of Living With Your Parents

Scott Galloway explains why America's $40 trillion debt is different from the panic of the 1990s and what it would actually take to fix it, breaks down how he thinks about key man risk and enterprise ...

16 Sep 23min

China Decode: The World Order Is Tilting Toward China (Series Finale)

China Decode: The World Order Is Tilting Toward China (Series Finale)

After a year of decoding China's rise, Alice Han and James Kynge sit down for one final episode, and they go big picture on where China goes from here. First: the real AI race isn't just about who ha...

15 Sep 44min

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