Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt

Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt

This week on Prof G Markets, Scott deciphers the market’s disparate responses to strong earnings announcements from Uber and Airbnb, and what it tells us about the importance of the narrative over numbers in stock valuation. Then we take a deep dive into Apple’s surprisingly large outstanding debt, and Scott explains why debt is a weapon, but one with two edges. Uber Earnings Airbnb Earnings Apple’s Debt Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How Chips Rule the Modern World — with Chris Miller

How Chips Rule the Modern World — with Chris Miller

Chris Miller, an Associate Professor of International History at Tufts University, and the author of “Chip War: The Fight for the World’s Most Critical Technology,” joins Scott to discuss how chips became the new oil, who the major players are, and how these tiny materials created the modern world. Plus, we learn more about China and Russia’s unique relationship.  Scott opens by discussing Twitter, Q1 2023 results, and why he does not think we should pause AI developments.  Algebra of Happiness: just book it.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Apr 202347min

Office Hours: Change & Volatility Favor the Young, Investing in Art, And Why David Solomon’s DJing Hobby Is a Good Thing

Office Hours: Change & Volatility Favor the Young, Investing in Art, And Why David Solomon’s DJing Hobby Is a Good Thing

Scott gives advice to a listener working at a struggling regional bank. He then discusses whether art is a good investment and wraps up with his thoughts on David Solomon’s DJing hobby and the benefits of having interests outside of work. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Apr 202316min

Prof G Markets: First Citizens Acquires SVB, Hindenburg Shorts Block, and Nike vs. Hermès

Prof G Markets: First Citizens Acquires SVB, Hindenburg Shorts Block, and Nike vs. Hermès

This week on Prof G Markets, Scott shares his thoughts on Silicon Valley Bank’s new owner and explains why distressed assets are some of the best places to invest. He also shares his thoughts on why he thinks Hindenburg’s latest short position might be a reach, and takes a look at the latest earnings from specialty retail including Lululemon, Nike, and Hermès. Learn more about your ad choices. Visit podcastchoices.com/adchoices

3 Apr 202342min

No Mercy / No Malice: Fame

No Mercy / No Malice: Fame

As read by George Hahn. https://www.profgalloway.com/fame/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Apr 202315min

Behind the Scenes of SVB’s Collapse + A Vision for America — with Ro Khanna

Behind the Scenes of SVB’s Collapse + A Vision for America — with Ro Khanna

Representative Ro Khanna joins Scott to discuss several topics including TikTok, SVB, and his agendas for a “new economic patriotism.” Follow Ro on Twitter @RepRoKhanna. Scott opens by discussing why distressed assets are a great buy, Twitter’s $20 billion valuation, and why Alibaba splitting into six separate businesses is a smart move for shareholders.  Algebra of Happiness: everyone needs applause. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Mars 202352min

Office Hours: Where Do Companies Keep Their Cash? Dealing With Burnout in the Workplace, and Advice on Reentering the Workforce After Having Children

Office Hours: Where Do Companies Keep Their Cash? Dealing With Burnout in the Workplace, and Advice on Reentering the Workforce After Having Children

Scott discusses cash management practices at companies and then gives his thoughts to a listener experiencing work-related burnout and exhaustion. He wraps up with advice about women looking to reenter the workforce after focusing on childcare. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Mars 202314min

Prof G Markets: Why TikTok Will Be Spun, Credit Suisse, the Big Bitcoin Bet, and Blank Street Coffee

Prof G Markets: Why TikTok Will Be Spun, Credit Suisse, the Big Bitcoin Bet, and Blank Street Coffee

This week on Prof G Markets, Scott explains why he thinks TikTok is headed for a spin-out rather than a ban. He then breaks down Credit Suisse’s spectacular fall from grace and shares his thoughts on the million dollar bet on bitcoin and hyper inflation. We close out with a look at Blank Street Coffee’s brand strategy after its latest funding round. Dig further: read Fast Company's story on Blank Street Coffee. Learn more about your ad choices. Visit podcastchoices.com/adchoices

27 Mars 202346min

No Mercy / No Malice: Quitters

No Mercy / No Malice: Quitters

As read by George Hahn. https://www.profgalloway.com/quitters/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Mars 202316min

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