Prof G Markets

Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year for investment in global ETFs. Then Rich Greenfield, Partner and Media & Technology Analyst at LightShed Partners, joins the show to discuss the shifting media landscape. He predicts what will happen to TikTok this year and explains why he’s bearish o...

Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Brian Thompson, explaining why the company appeared to downplay its successful year. He delves into how profit incentives in sectors tied to social goods can create harmful e...

Scott and Ed open the show by discussing Kalshi’s decision to appoint Donald Trump Jr. as its new advisor, a decline in tipping across America, and the economic impact of the wildfires in Los Angeles. Then Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, joins the show to discuss the key economic trends he’s watching for Trump’s second term....

Scott and Ed open the show by discussing Anthropic’s upcoming funding round, a huge drawdown in quantum stocks, and Getty Images’ acquisition of Shutterstock. Then Scott breaks down the Department of Justice’s lawsuit against some of the nation’s largest real estate firms, arguing why he believes the move doesn’t address the broader housing crisis. Finally, Scott and Ed discuss why Trump wants to...

Scott and Ed open the show by discussing the Surgeon General’s report linking alcohol and cancer, the ongoing ski patrol strike at Park City Resort, and Meta’s new board members. Then Ramit Sethi, bestselling author of “I Will Teach You to Be Rich” and the brand new book, “Money For Couples,” joins the show to discuss how couples should navigate their finances. He explains what he thinks is the ul...

Scott shares his predictions for the year ahead, including his picks for the top investment, technology, and media platform of 2025. He also forecasts what could become the standout IPO of the year. And for the first time ever, Scott ventures into uncharted territory with his prediction for the "chemical of the year." Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow...

Scott and Ed answer listener-submitted questions about everything from the origins of Ed’s accent to how they feel about parasocial relationships. They address why they look similar, talk about how to maintain friendships and give tips for improving storytelling. Plus, Ed discusses how he figured out his long-term goals and Scott reveals how much he paid for his birthday party.  Order "The Algebra...

Morgan Housel, New York Times bestselling author of “The Psychology of Money,” joins the show to break down why the holidays are such a stressful time financially – and how we can all navigate it. He also discusses how to shift your mindset around money in the new year, make the most of bonuses, and determine what “spending well” really means for you.  Order "The Algebra of Wealth," out now Subscr...

Scott and Ed open the show by discussing why a federal judge blocked Kroger’s acquisition of Albertsons, Warner Bros. Discovery’s decision to restructure its business, and Eli Lilly's plans to test its GLP-1 drug as a treatment for addiction. Then Ed breaks down Google’s innovation in quantum computing, outlining its potential business use cases. Scott explains why the market is responding positiv...

Scott and Ed open the show by discussing Omnicom’s acquisition of Interpublic, an update on the TikTok ban, and OpenAI’s new ChatGPT pro subscription. Then Tom Lee, the co-founder, managing partner and head of research at Fundstrat Global Advisors, joins the show to discuss his outlook for 2025, including why the S&P might hit 7,000 next year before retreating in the second half. He explains why h...

Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential game-changer for reducing AI infrastructure costs. Ed explains why he thinks Amazon could be one of the first companies...

Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of MicroStrategy, joins the show to discuss why MicroStrategy went all in on Bitcoin and how the company is securitizing the cr...

Scott breaks down the best and worst purchases he’s ever made, and why he prefers spending money on experiences rather than things. He also shares how his childhood still impacts the way he thinks about spending. Scott and Ed then discuss how to navigate spending in common situations such as dinners with friends, weddings, and the holidays. Ed asks for advice about how to prepare for the cost of h...

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, th...

Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving the strategy at the DOE and how he hand...

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 im...

Scott and Ed open the show with the Fed’s rate cut decision, the surge in the global cryptocurrency market, and Shopify’s third quarter earnings. Then Josh Brown returns to the show to identify how the financial landscape could evolve under Trump’s second term. He shares how he thinks hyperscalers, small-cap stocks, and crypto will be impacted and explains why traditional media may face struggles...

Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see the biggest gains and losses under the Trump administration. They also discuss which regulators will survive the Trump administration and explain what the market is telling...

Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises Trump will or won't keep, share what he thinks about Elon’s role in the campaign, and predict who will be in Trump’s cabinet. He also offers his thoughts on the betting markets and what will happen t...

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also examine the shifting media landscape and explain why advertisers have been cutting their spending on legacy media. Finally, S...

Scott and Ed open the show by discussing Governor Newsom’s proposal to increase tax incentives for movie production in California, Boeing’s stock sale, Robinhood’s new election contracts, and the volatility in Trump Media’s stock. Then Aswath Damodaran returns to the show to map out the road ahead for some of the “fallen angels,” including Nike, Starbucks, Estée Lauder, Boeing and Intel. He discus...

Scott and Ed open the show by discussing the decline in existing home sales, Tesla’s earnings, the McDonald’s E. coli outbreak, and Shein’s deceleration in growth in the first half of the year. Then Scott explains down why he thinks, despite the disappointing earnings, Boeing could be a buy. He and Ed also discuss why the pension plan is the biggest sticking point in negotiations for the striking...

Scott and Ed open the show by discussing the timeline for Disney’s succession plan, Netflix’s earnings, and Cooper Hefner’s offer to buy the Playboy brand. Then Patrick Moorhead, CEO and Chief Strategist of Moor Insights and Strategy, joins the show to break down the state of play in the chip industry. He explains how Intel lost its lead, discusses what makes Nvidia such a dominant company, and sh...

Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have become the premier way to monetize attention....

Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show to break down the latest fiscal policies coming out of China. She also shares how she thinks about investing in Chinese markets, discusses the likelihood that China will invade Taiwan, and explains w...