Prof G Markets

Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a client at L2, and considers if the stock is a buy. Finally, Scott and Ed discuss the state of the UK economy post-election and Ed identifies his largest point of concern with t...

Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, joins the show to break down the fascism of Project 2025 and how a second term for Trump could become a totalitarian regime. He discusses why he thinks voters need to support Biden if he’s the Democratic candidate, but reveals who he thinks would have the greatest chance of beating Trump. He also shares some personal storie...

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Trump’s potential tariffs on China.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the p...

Scott shares his thoughts on Volkswagen’s investment in Rivian and why he thinks the electrical vehicle industry is entering the “Valley of Death”. Then Scott and Ed discuss JPMorgan’s tax management business and Scott breaks down different tax avoidance strategies he thinks more young people should know about.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the po...

Ryan Holiday, one of the world’s foremost philosophers of the modern era, joins the show to talk about how stoicism can improve our perspective on money. He discusses how to handle wins and losses in every situation and why limiting your options can lead to better decisions. He also advises on some healthy habits that can help improve your financial responsibility.  Order "The Algebra of Wealth,"...

Scott shares his thoughts on the new “Netflix Houses” and why he thinks Netflix has some of the most valuable IP in the entertainment industry. Then Scott talks about his experience at Cannes Lions and what the festival has demonstrated about the state of the advertising industry.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod:...

Ray Dalio, founder of the largest hedge fund in the world, Bridgewater Associates, joins the show to break down America’s place in a shifting world order. He discusses the mechanics of the U.S. deficit, and identifies an asset he’d go long on to hedge against economically uncertain times. He also shares personal tips on how he developed a saving mentality long before he became one of the most succ...

Scott shares his thoughts on why Raspberry Pi chose to list on the London Stock Exchange and what its debut means for the UK market. Then Scott and Ed break down Mistral’s new funding round and discuss whether its valuation is deserved. They also take a look at the healthcare tech firm, Tempus AI, and consider if the company is participating in AI-washing.  Order "The Algebra of Wealth," out now S...

Morgan Housel, New York Times bestselling author of “The Psychology of Money,” joins the show to break down some of the worst traits an investor can have. He also discusses the difference between being wealthy and being rich, how to deal with uncertainty in the markets, and how he thinks about giving money to his kids. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow...

Scott shares his thoughts on why the new Texas Stock Exchange could be an appealing choice for certain companies. He also explains how it's a symptom of a larger issue: the politicization of everything. Then Scott and Ed break down the role that short sellers have historically played in the market and why the unprecedented bull run of the past 15 years has diminished the strategy’s returns.  Order...

William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to break down the terms of Skydance’s offer to merge with Paramount. He explains one sticking point that may be holding up the deal, and offers his thoughts on who could benefit from this saga. He also shares what he learned from his visit with Sam Bankman Fried in prison. Further listening: Hear Ed’s ful...

Scott shares his thoughts on OpenAI’s content deal with Vox and if it means ChatGPT will now be training on this podcast’s content. Then Scott and Ed break down why Nubank’s shares have rallied so much this year, and what barriers stand in the way of it becoming a super-app.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Insta...

Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value.  Further reading: https://www.lynalden.com/ Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @pro...

Scott shares his thoughts on Nvidia’s incredible first quarter earnings and breaks down what its stock split means for investors. He and Ed then look at the UK’s upcoming election in light of the country’s struggling economy. Plus, they discuss some of the cultural differences they’ve experienced living in the US versus the UK.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Mal...

Josh Brown, co-founder and CEO of Ritholtz Wealth, returns to the show to discuss what’s driving the current bull market and how he’s managing portfolios accordingly. He discusses whether an AI bubble could trigger a recession, and shares why he thinks we’re on the verge of creating more millionaire households than ever before.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Mal...

Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI could be reaching bubble territory.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the po...

Prof G Markets is now breaking down the news that’s moving the capital markets every day of the week. Join Scott Galloway and Ed Elson for no mercy, no malice insight on high flying stocks, booming sectors, master of the universe CEOs, and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices