Prof G Markets: Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the Justice Department’s proposed forced sale of Google Chrome, how Microstrategy is funding its Bitcoin buying spree, and Nvidia’s earnings. Then Scott breaks down why Target is still struggling to compete with Walmart and explains why it’s a prime candidate for a leveraged buyout. He and Ed also analyze Walmart's formula for long-term success. Finally, they discuss Comcast’s decision to spin off some of its cable tv networks and consider why distressed assets are a good investment. 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
25 Nov 202454min
No Mercy / No Malice: F1 Is at an Inflection Point
As read by George Hahn. https://www.profgalloway.com/f1-is-at-an-inflection-point/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Nov 202416min
The Risks and Opportunities of an AI Future — with Eric Schmidt
Eric Schmidt, a technologist, entrepreneur, philanthropist, and Google’s former CEO, joins Scott to discuss the dangers and opportunities AI presents and his latest book, Genesis: Artificial Intelligence, Hope, and the Human Spirit. Follow Eric, @ericschmidt. Scott opens with his thoughts on Netflix’s bet on live sports. Algebra of happiness: don’t let perfect be the enemy of good. Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Nov 202455min
Apple’s Future Under Trump, Voter Turnout in the 2024 Election, and Scott’s Writing Advice
Scott discusses Apple’s future under a second Trump Administration, specifically how tariffs could affect the tech company. He then speaks about the voter turnout in the 2024 election. He wraps up with advice to a listener looking to develop their writing skills. Music: https://www.davidcuttermusic.com / @dcuttermusic Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Nov 202415min
Trump’s Controversial Cabinet Picks
Scott and Jessica dive into Trump’s eyebrow-raising cabinet picks, including Pete Hegseth, Matt Gaetz, Tulsi Gabbard, and RFK Jr., and what they signal for the future of U.S. leadership. They also explore the GOP’s new House majority and how they might handle the reins of power. Follow Jessica Tarlov, @JessicaTarlov. Follow Prof G, @profgalloway. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Nov 202454min
Prof G Markets: ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT to take its business to the woodshed and why he thinks the ed tech company’s bonds could make for a lucrative investment. He and Ed consider how fears of AI’s negative impact on certain sectors may have been overstated. Finally, they discuss the newly proposed Department of Government Efficiency and highlight one potential benefit it could bring to the nation. Check out Prof G Markets in Spanish and Portuguese on Youtube. 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
18 Nov 202450min
No Mercy / No Malice: The Testosterone Election
As read by George Hahn. https://www.profgalloway.com/the-testosterone-election/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Nov 202419min
How to Repair America’s Broken Housing System — with Dr. Jenny Schuetz
Dr. Jenny Schuetz, a nationally renowned economist, author, and policy expert on housing and land use, joins Scott to discuss trends and structural shifts occurring in the housing market, America’s broken housing system, and potential policy solutions. Follow Jenny, @jenny_schuetz. Scott opens with his thoughts on FTC Chair Lina Khan’s uncertain future under a second Trump administration. Algebra of happiness: How Scott copes during hard times. Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Nov 202449min
