What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. Then Mark Mahaney, senior managing director and head...
1 Mai 20251h 1min
The Trump Fold & Tesla’s Brand Death
Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinner, Boeing’s first quarter earnings, and a new report underscoring the worsening wealth inequality in t...
28 Apr 20251h
Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investment in Hertz. Then Ryan Petersen, the founder and C...
24 Apr 20251h 4min
Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing b...
21 Apr 20251h 2min
Breaking Down Warning Signals from the Bond Market — ft. William Cohan
Vote for Prof G Markets at the Webby Awards Scott and Ed discuss how the markets reacted to Trump’s tariff exemption on smartphones and computers, the dollar falling to a three-year low, and first qu...
17 Apr 202556min
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day ...
14 Apr 202558min
Tariff Chaos & Trading on Inequality — ft. Gary Stevenson
Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s tariffs. Then Gary Stevenson, host of the Youtube channel Gary’s Economics, joins the show to break d...
10 Apr 20251h 10min
The $6.6 Trillion Sell-off
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump determined the tariff rates, what the tariffs will do ...
7 Apr 20251h 4min
