The Attention Graph
Dr. Jennifer Aaker and Naomi Bagdonas, the co-authors of Humor, Seriously: why humor is a secret weapon in business and life, join Scott to discuss their research, the four humor styles they’ve identified, and how to incorporate more levity into your workday. Jennifer and Noami also teach Humor: Serious Business at the Stanford Graduate School of Business. Follow Jennifer and Naomi on Twitter, @aaker and @nbagdonas. (11:44) Check out their TedTalk here. Scott opens with his thoughts on Apple’s move into mobility. This Week’s Office Hours (44:03): investing in the post-COVID family (44:30), how the Big Four consulting firms can move into recurring revenue (51:27), and finding meaning within your work (56:46). Have a question for Scott? Email a voice recording to officehours@section4.com. Algebra of Happiness: Who is in your kitchen cabinet? (62:28) Additional Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
11 Feb 20211h 7min
GameStop Saga Continued
Whitney Tilson, the founder and CEO of Empire Financial Research, joins Scott to discuss the learnings from the WallStreetBets short-squeeze and the markets more generally. We also find out why Whitney is bullish on Transportation as a Service (TaaS). Follow him on Twitter, @WhitneyTilson. (16:54) Scott opens with his thoughts on the latest developments involving GameStop. Scott also explains how Apple CEO Tim Cook discussing the importance of privacy is an example of “laddering.” (9:56) This Week’s Office Hours (47:31): angel investing (51:50), why Apple should acquire Peloton instead of doing a product partnership (47:55), and Gap’s brand strategy (55:29). Have a question for Scott? Email a voice recording to officehours@section4.com. Algebra of Happiness: Marshall Plan for Moms (61:03) Reading Recommendation: Innovation & Recasting Your Life Opening joke credit: Simon Holland Additional Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Feb 20211h 4min
State of Play: GameStop
Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss the news surrounding GameStop and the short squeeze. Aswath also shares his thoughts on SPACs, the markets more broadly, and the importance of diversifying your portfolio. Follow him on Twitter, @AswathDamodaran. Additional music by: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
29 Jan 202140min
State of Play: Inflation, Twitter, and Story Stocks
Neil Irwin, a senior economic correspondent at The New York Times, joins Scott to discuss the economic learnings from the Trump-era, inflation, and his thoughts on the stimulus efforts. Neil is also the author of, “The Alchemists: Three Central Bankers and a World on Fire” and “How to Win in a Winner-Take-All World.” Follow him on Twitter, @Neil_Irwin. (18:22) Scott opens with why Twitter needs a new business model and details what strengths Twitter can leverage. Scott makes the case for new leadership at Twitter. This Week’s Office Hours: Bitcoin (46:36), Amazon platform sellers (51:17), and the future of story stocks (55:29). Have a question for Scott? Email a voice recording to officehours@section4.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
28 Jan 202159min
The Great Grift
Lina Khan, an associate professor of law at Columbia Law School, joins Scott to discuss the latest around Big Tech’s unchecked power and the broader effects of monopolistic behavior on the economy. She shares her thoughts on how break ups could benefit the markets, why traditional antitrust laws aren’t necessarily suited for the digital market, and how the dynamics of antitrust have changed over the past couple of years. Follow Lina on Twitter, @linamkhan. (14:43) Scott begins by outlining how we could have used our $5 trillion stimulus effort to prop up Americans who needed the most help, rather than letting the rich get richer. Related Reading: The Great Grift. This Week’s Office Hours: why Big Tech probably won’t make a move into the DTC genetic testing market and how rundles increase a company's valuation. Have a question for Scott? Email a voice recording to officehours@section4.com. (42:00) Algebra of Happiness: demonstrate more grace. (54:26) Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Jan 202152min
The Need for Accountability
Scott and Michael Smerconish, the host of a daily radio program heard on SiriusXM’s POTUS channel and the host of CNN’s “Smerconish,” discuss their thoughts on the insurrection that took place last week at the U.S. Capitol. Michael explains how the media has led us to this polarization and shares his experience as being a radio host for the past 30 years. Follow Michael on Twitter, @smerconish. (11:30) Scott opens with why we shouldn’t applaud the tech CEOs for kicking the President off their platforms and how the violent event that unfolded last week marks a need to vaccinate our nation with a new respect for institutions and greater accountability. This Week’s Office Hours: CPG brands, the digital advertising bubble, and a prediction about AMC Theatres. Have a question for Scott? Email a voice recording to officehours@section4.com. (50:20) Related Reading: Stupid Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Jan 20211h 1min
2021 Predictions: The Great Dispersion
Scott reflects on the 2020 predictions he got right and wrong and then dives into his predictions for the new year. You'll hear his thoughts on the dispersal of work, hospitality, and healthcare, as well as potential acquisitions, stocks he's watching, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Jan 202152min
Pandemic Learnings with Dr. Abdul El-Sayed
Dr. Abdul El-Sayed, a physician, epidemiologist, educator, and progressive activist, joins Scott for our final episode of 2020. They discuss the intersection between public health, public policy, and politics as well as what a Biden-Harris administration can do differently on COVID-19. Abdul is the author of "Healing Politics: A Doctor’s Journey into the Heart of Our Political Epidemic," the podcast host of America Dissected, and a Political Contributor at CNN. Follow Abdul on Twitter, @AbdulElSayed Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Dec 202034min
