Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil f...
3 Mar 202550min
Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howard Lutnik’s decision to put his sons in charge of Cantor Fitzgerald, and a new Moody’s Analytics report on...
27 Feb 202559min
Is Breaking Up Intel The Right Move? + The New Gold Rush
Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating Mi...
24 Feb 202558min
Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on DeepSeek, and the controversy surrounding Javier Milei’s promotion of a memecoin. Then Kyla Scanlon, author ...
20 Feb 202543min
Is Reddit Undervalued? + Netflix Goes After Podcasts
Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the c...
17 Feb 202558min
The State of Trade with China — ft. Alice Han
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the carried interest loophole, and Elon Musk’s bid for OpenAI. Then Alice Han, China economist and direct...
13 Feb 202559min
Spotify’s First Year of Profitability + Is Google Losing its Edge?
Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scot...
10 Feb 202553min
The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Scott and Ed open the show by discussing the potential tariffs on Mexico and Canada, Palantir’s earnings, and Vanguard’s largest fee cut ever. Then Aswath Damodaran, professor of finance at NYU’s Ster...
6 Feb 20251h 4min
