Prof G Markets

Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware, returns to the show to explain why Tesla’s board approved a proposed $29 billion pay package for Elon Musk. Finally, Ed takes a look at what drove American Eagle’s stock up yesterday, and Kyla Scanlon joins...

Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the market is reacting to capex spending and what that tells us about investor sentiment. Then they turn to the latest tariff blitz. Ed unpacks why many of the so-called “trade deals” aren’t really deals, and Scott explains why tech seems shielded from the fa...

Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks down how markets are responding to tariffs, where he thinks interest rates and inflation are headed, and the key investment themes he's watching for the rest of the year. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out no...

Ed and Scott share their predictions for Figma’s highly anticipated IPO. Then Ed breaks down why the Federal Reserve decided to hold interest rates steady and unpacks the price tag on the AI licensing deal between the New York Times and Amazon.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram...

Ed breaks down why Novo Nordisk’s shares plunged after an investor call, explains how tariffs have started to show up in Procter & Gamble’s earnings and unpacks why SoFi has been growing so rapidly.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on I...

Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall Street analysts have started upgrading Nike’s stock. Finally, he unpacks Anthropic’s latest funding round and points out who might be backing the AI startup. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets o...

Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in store for U.S. companies. Then, they dig into OpenAI and Oracle’s latest partnership. Ed explains why he has been bullish on Oracle for a while and Scott makes the case that Larry Ellison is one of the more underrated figures in tech. Finally, they look into the comeback of meme stocks, what it reveals a...

Stuart Simpson, CEO of Vertical Aerospace, joins the show to break down the competitive landscape of the eVTOL market and where Vertical Aerospace sits in that landscape. He explains what a fully adoptive world of eVTOLs looks like, explains why aviation has historically been a tough sector for investors, and shares his vision for the future of transportation. Finally, Scott and Ed discuss why Sco...

Ed and Scott break down the new U.S.-Japan trade agreement and what Wall Street’s reaction tells us about who really came out on top. Then, Ed digs into what’s pushing U.S. home prices to record highs. Finally, Ed and Scott Devitt, Managing Director of Equity Research at Wedbush Securities, break down the key takeaways from Google’s second-quarter earnings. Check out our latest Prof G Markets news...

Ed unpacks why Philip Morris’ stock stumbled after its second-quarter report, what Coca-Cola’s results reveal about the state of the junk food industry, and why Bari Weiss’ media startup, The Free Press, is considering a deal with Paramount. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Foll...

Ed unpacks why Netflix’s stock fell despite a strong second-quarter earnings report. Then he and Scott dig into why an LVMH-backed investor group is buying into private aviation with a stake in Flexjet. Finally, Ed breaks down why the crypto custody firm, BitGo, is filing for an IPO.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Ma...

Scott and Ed unpack the latest inflation data and why it’s sparking so much debate. Then, they dig into a record-breaking quarter for trading. Finally, they look at why Amazon is hitching a ride on SpaceX to launch its satellites and discuss how SpaceX has quietly become the most powerful monopoly no one’s talking about. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," ou...

Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show to break down Latin America’s economic landscape and examine how tariffs could impact its largest economy — Brazil. She explains who’s stepping in as Brazil’s key trading partner, what she sees as the country’s biggest economic tailwinds, and which Latin American nation she believes is best positio...

Ed and Scott break down how markets responded to the latest tensions between Trump and Jerome Powell. Then, Ed explains why ASML’s stock tumbled following its second-quarter earnings. Finally, Windsurf CEO Jeff Wang joins the show to unpack the drama surrounding his company. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follo...

Ed takes a look at how the tariffs impacted the consumer price index for June, dives into why Nvidia and AMD can now resume chip sales to China, and breaks down the Department of Defense’s new contracts with several AI companies. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Ins...

Ed explains why Bitcoin hit a record high, dives into Tesla’s upcoming shareholder vote on a potential investment in xAI, and breaks down the latest twist in the saga between AI coding assistant platform Windsurf and Google. Further reading: Hilary Allen’s internet serial Fintech Dystopia  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Fo...

Scott and Ed unpack what they think the impact of Trump's new wave of tariffs will be. Scott argues the move could inspire massive deal making that won’t involve the U.S. and Ed explains why he thinks the TACO trade could potentially backfire. Next, they break down the growing backlash against junk food and what a healthier America could mean for the economy. Finally, they preview second-quarter e...

David Risher, CEO of Lyft, joins the show to explain how the company is differentiating and gaining ground on Uber. He shares how Lyft is keeping customers loyal, why he gets behind the wheel himself, and what he sees as the future of transportation and autonomous vehicles. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Pr...

Ed breaks down how Nvidia became the first company ever to reach a $4 trillion market cap. Then he and Scott share their thoughts on why X CEO Linda Yaccarino is stepping down. Finally, Ed unpacks SpaceX’s latest move to raise funding at a $400 billion valuation. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets...

Ed breaks down Trump’s latest tariff updates, explains why Shein is pursuing a Hong Kong IPO, and unpacks why Tesla is falling behind Chinese competitors in the EV race. Check out our latest Prof G Markets newsletter Further reading: Michael Dunne for the NYT on why Americans can’t buy the world’s best electric car Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof...

Ed breaks down Trump’s latest round of tariffs. Then he and Scott dig into why TikTok is reportedly building a separate app for U.S. users ahead of a potential sale. Finally, Ed unpacks CoreWeave’s $9 billion acquisition of Bitcoin mining company Core Scientific.  Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Market...

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed unpack what the GOP tax bill means for the economy now that it’s law. Robert argues we’re playing chicken with the debt and says markets are still operating in “greed mode,” not fear mode. Then, they check in on the broader economy. Ed questions when inflation might resurface, while Robert says the...

Ed unpacks why the popular design software company Figma has decided to go public, breaks down Paramount’s $16 million payout to settle a lawsuit with Trump, and looks at why Tesla shares rose despite the company’s steepest-ever drop in year-over-year deliveries. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets...

Ed breaks down how Tesla’s stock reacted to Elon Musk’s latest fight with Trump, what the latest manufacturing data signals about the economy, and why Robinhood is making a big bet on tokenized shares of private companies. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and...

Ed breaks down Canada’s decision to rescind its digital services tax, unpacks the escalating talent war between OpenAI and Meta, and takes a look at how the latest provision in the GOP tax bill could reshape the clean energy industry. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on In...