Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden
This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportunities in mispriced assets, and how commercial real estate is unraveling like a slow motion train wreck. Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Apr 202340min
No Mercy / No Malice: Office Hours
If you want to submit your own Office Hours question, send a voice recording to officehours@profgmedia.com https://www.profgalloway.com/office-hours/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Apr 202314min
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
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
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
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
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
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
