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436 afleveringen, van nieuw naar oud
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Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO
22 juli 2025 · 28 min
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. Lees meer
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Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading
21 juli 2025 · 1 uur 4 min
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. Lees meer
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The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
18 juli 2025 · 56 min
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 positioned for long-term success. Lees meer
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Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
17 juli 2025 · 31 min
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. Lees meer
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Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech
16 juli 2025 · 23 min
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. Lees meer
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Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal
15 juli 2025 · 27 min
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. Lees meer
Further reading: Hilary Allen’s internet serial Fintech Dystopia
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Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?
14 juli 2025 · 1 uur
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 earnings season, questioning whether the tariffs will start to show up in the reports. Lees meer
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State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft
11 juli 2025 · 59 min
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. Lees meer
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Nvidia Hits $4T, Yaccarino Steps Down from X & SpaceX Eyes $400 Billion Valuation
10 juli 2025 · 29 min
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. Lees meer
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Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race
9 juli 2025 · 26 min
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. Lees meer
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Further reading: Michael Dunne for the NYT on why Americans can’t buy the world’s best electric car
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Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition
8 juli 2025 · 33 min
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. Lees meer
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How the Big Beautiful Bill’s Passage Will Reshape the Economy
7 juli 2025 · 1 uur 15 min
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 latest jobs report helped rule out worst-case scenarios. Finally, they tackle the rise of the “inheritocracy.” Ed advocates for a higher inheritance tax to promote a more equal society, while Robert makes the case for a targeted wealth tax to unleash capital for more productive use. Lees meer
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Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO
3 juli 2025 · 34 min
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. Lees meer
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Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks
2 juli 2025 · 28 min
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. Lees meer
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The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy
1 juli 2025 · 28 min
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. Lees meer
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Markets 2025 Halftime Report
30 juni 2025 · 56 min
Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes the case for nuclear as a smart long-term investment, while Ed raises concerns about China’s growing lead in energy production. Next, they unpack NATO’s plan to increase defense spending and what that means for the broader global economy. Finally, they review the market’s performance in the first half of the year and discuss why we need better tools to measure economic health. Lees meer
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The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas
27 juni 2025 · 58 min
Maya MacGuineas, president of the bipartisan Committee for a Responsible Federal Budget, joins the show to explain why she thinks the GOP tax bill will pass — and what its true impact will be. She breaks down the real risk posed by America’s debt trajectory, which taxes she sees as the 'least taxing,' and why young people should care about the growing deficit. Lees meer
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Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score
26 juni 2025 · 31 min
Ed and Scott unpack the economics behind Zohran Mamdani’s proposed policies. Then, Ed takes a look at why Bumble is struggling and why Buy Now, Pay Later debt is about to hit your credit score. Lees meer
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Markets Shrug Off Israel-Iran Conflict, Polymarket’s $200M Round & a Stablecoin Warning
25 juni 2025 · 30 min
Ed and Scott give an update on the Israel-Iran ceasefire and how markets are responding. Then, Ed unpacks Polymarket’s new funding round and explains why the Bank for International Settlements is taking aim at stablecoins. Lees meer
Correction: Chances of dying by lightning are lower than getting an internship at Goldman Sachs in 2025.
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Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift
24 juni 2025 · 28 min
Ed highlights what the markets are signaling about the path forward in the Middle East. Then, he and Scott unpack Tesla’s robotaxi launch. Finally, Ed analyzes Trump Media’s new share buyback plan. Lees meer
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What the Falling Dollar Means for America
23 juni 2025 · 56 min
Scott and Ed unpack RFK Jr.’s push to make it harder, and pricier, for pharma companies to advertise directly to consumers, a move that could be the final blow to the broadcast industrial complex. Next, they explore the IPO market’s rebound and why, despite the buzz, it's a trap for retail investors. Finally, they break down the dollar’s decline since Trump took office, and why gold’s rise as a safe-haven asset isn’t enough to win them over. Lees meer
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Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers
20 juni 2025 · 59 min
Justin Wolfers, professor of public policy and economics at the University of Michigan, joins the show to break down the GOP tax bill, weigh in on the economic toll of the ICE raids, and explain why tariff-driven inflation could be more damaging than typical inflationary pressures. Lees meer
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Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers
19 juni 2025 · 26 min
Ed breaks down how a “golden share” helped seal Nippon Steel’s $14 billion takeover of U.S. Steel, and explains why the Fed chose to hold interest rates steady. Then, he and Scott dig into new data showing that Americans now watch more TV via streaming than they watch via broadcast and cable combined. Lees meer
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OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay
18 juni 2025 · 26 min
Ed breaks down why homebuilder sentiment fell in June and takes a look at the growing tensions between OpenAI and Microsoft. He and Scott then unpack why Warner Bros. Discovery is slashing CEO David Zaslav’s pay. Lees meer
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Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift
17 juni 2025 · 23 min
Ed takes a look at how oil prices reacted to the conflict between Israel and Iran, why Meta is bringing ads to WhatsApp, and how crypto platform Tron plans to go public via reverse merger. Lees meer
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What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump
16 juni 2025 · 59 min
Scott and Ed unpack Google’s voluntary employee buyouts and explain why they could drive away top talent. They then discuss the fallout from the Air India crash and what it means for Boeing, with Scott outlining how companies should navigate a crisis. Next, they examine private equity’s struggles, with Blackstone pivoting to Europe and Yale offloading some of its private equity stakes. Finally, they explore the changing ad landscape. Ed explains why creators are outpacing legacy media and Scott breaks down how brands can win in 2025. Lees meer
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Warning Signs From the Labor Market — ft. Kathryn Anne Edwards
13 juni 2025 · 58 min
Kathryn Anne Edwards, PhD economist and Bloomberg News columnist, joins the show to unpack the latest jobs report and what it reveals about the state of the labor market. She shares her take on whether AI poses a real threat to jobs and explains why the effects of tariffs are so tough to time. Kathryn also discusses how the GOP tax bill could reshape the economy, what she believes the federal minimum wage should be, and the policies she thinks could help close the wealth gap. Lees meer
Listen to Kathryn’s podcast, Optimist Economy
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Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again
12 juni 2025 · 25 min
Ed breaks down the new U.S.-China trade deal framework, explains what the May CPI report signals about the economy, and unpacks why Tesla is once again pushing back its robotaxi launch. Lees meer
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World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks
11 juni 2025 · 25 min
Ed takes a look at new World Bank data projecting that U.S. economic growth will be cut in half this year, breaks down what went wrong with JM Smucker’s earnings, and unpacks the deal structure behind Meta’s investment in Scale AI. Lees meer
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Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded
10 juni 2025 · 29 min
Ed takes a look at Warner Bros Discovery’s move to split into two companies, breaks down the highlights from the opening day of Apple’s Worldwide Developers Conference, and unpacks why two analysts decided to downgrade Tesla’s stock. Lees meer
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Trump & Elon Break Up Over the Tax Bill
9 juni 2025 · 1 uur 7 min
Scott and Ed break down Reddit’s lawsuit against Anthropic, the controversy surrounding the new $TRUMP-branded crypto wallet, and why Warner Bros. Discovery shareholders rejected CEO David Zaslav’s pay package. Then, they unpack the growing opposition to the GOP Tax Bill and debate the potential motivations for Elon Musk’s criticism of the bill. Scott shares his thoughts on how critics of the bill can mount a more effective response. Finally, they examine why venture capital is pulling back from seed-stage investments, and Ed reflects on the growing challenges facing young investors and entrepreneurs. Lees meer
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Why the TACO Trade Matters — ft. Robert Armstrong
5 juni 2025 · 1 uur 9 min
Scott and Ed discuss Trump’s move to double tariffs on steel and aluminum, the administration’s decision to enlist Palantir to streamline federal data sharing, and Meta’s plan to launch AI-powered ad creation tools. Then, Robert Armstrong, U.S. financial commentator for the Financial Times, returns to the show to share how he coined the term “TACO trade,” what he makes of its viral moment, and the potential ripple effects it could have. He also highlights an overlooked element of the “big beautiful bill” and discusses whether we can grow our way out of the deficit. Lees meer
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Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round
2 juni 2025 · 59 min
Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tariffs, Trump Media’s plan to buy bitcoin and Nvidia’s first quarter earnings. Then they discuss Nippon Steel’s acquisition of U.S. Steel, arguing there was no strong reason to block the deal in the first place and debating when government intervention in business is justified. Finally, they explore Neuralink’s latest funding round, acknowledging the technology’s potential while cautioning that widespread adoption may take longer than expected. Lees meer
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Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran
29 mei 2025 · 1 uur 10 min
Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses why investors may soon shift their focus back to earnings, offers his take on BYD, and weighs in on when tariffs and rising deficits could start impacting the markets. Lees meer
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The Story of Scott’s Career
26 mei 2025 · 55 min
Starting June 9th, we’ll be publishing a new episode every day of the week, exclusively on the Prof G Markets feed. Be sure to follow Prof G Markets if you haven’t already. For Memorial Day, we’re revisiting one of our favorite episodes where Scott shares the story of his entrepreneurial journey — from launching a video rental business in his 20s to building his latest venture, Prof G Media. He reflects on the lessons he learned, the surprises that shaped his path, and the most meaningful moments along the way. Lees meer
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Why America’s Credit Rating Dropped — ft. Scott Goodwin
22 mei 2025 · 1 uur 7 min
Scott and Ed discuss Moody’s decision to downgrade U.S. debt, why universities are offloading private equity stakes at a discount, and Trump’s comments about Walmart raising prices. Then Scott Goodwin, Co-Founder and Managing Partner of Diameter Capital Partners, joins the show to break down what investors need to watch in today’s credit markets. He explains why high-grade corporate bonds may now be a safer bet than Treasuries, how to get started investing in credit, and shares his thesis behind buying Twitter’s debt. Lees meer
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The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings
19 mei 2025 · 1 uur 12 min
Scott and Ed discuss why United Health’s stock hit a five year low, Warner Bros. Discovery's latest move to rebrand Max, and Airbnb’s foray into offering bookable services for travelers. They then break down earnings from Alibaba and Tencent, highlighting how the results signal the growing momentum of AI in China — and why they're feeling bullish on the country's tech sector. Finally, they dissect the GOP’s proposed tax bill, explaining how it overwhelmingly favors the wealthiest Americans and threatens to accelerate wealth concentration across the country. Lees meer
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Why the U.S. Can’t Break Up with China — ft. Alice Han
15 mei 2025 · 1 uur
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war. She unpacks the current state of U.S.-China negotiations and why a deal remains elusive. Plus, she weighs in on which country she’s more bullish on in the long run. Lees meer
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Is Google a Buy? + Is Uber Recession Proof?
12 mei 2025 · 57 min
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. Ed lays out his case for why the company is deeply undervalued. Finally, they break down Uber’s latest earnings and explain why certain societal factors make them particularly optimistic about the company’s future. Lees meer
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The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
8 mei 2025 · 1 uur 14 min
Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plans to become a for-profit company, and Warren Buffett’s decision to step down as CEO of Berkshire Hathaway. Then Michael Cembalest, the Chairman of Market and Investment Strategy for JPMorgan Asset & Wealth Management, joins the show to unpack how macroeconomic shifts are shaping his investment outlook. He discusses whether current conditions point to looming stagflation, offers practical advice for navigating today’s volatility, and shares why he’s still optimistic that markets could normalize. Lees meer
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Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
5 mei 2025 · 1 uur 7 min
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the Trump administration’s decision to resume forced collections on defaulted student loans, discussing the broader implications and potential solutions for addressing student debt. Lees meer
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What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
1 mei 2025 · 1 uur 1 min
Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. Then Mark Mahaney, senior managing director and head of internet research at Evercore, returns to the show to share his top internet stock picks. He explains why he believes Google is the cheapest of big tech, highlights the strategic value of Waymo, and offers his insights on Uber. He also breaks down what’s driving market enthusiasm around Netflix and Spotify. Lees meer
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The Trump Fold & Tesla’s Brand Death
28 april 2025 · 1 uur 1 min
Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinner, Boeing’s first quarter earnings, and a new report underscoring the worsening wealth inequality in the U.S. Then, they explore how Trump’s policy reversals are undermining America’s global reputation in the markets. Finally, they break down Tesla’s first-quarter report, why the markets reacted so positively to the terrible results, and the key moments from the earnings call. Lees meer
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Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
24 april 2025 · 1 uur 4 min
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investment in Hertz. Then Ryan Petersen, the founder and CEO of Flexport, a leader in global supply chain management, joins the show to unpack the real-world impact of tariffs on American businesses. He breaks down how the levies will drive inflation, shares his outlook on the trade war with China, and explains how supply chains are rapidly reshaping. Lees meer
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Global Pushback on Tariffs + Can the FTC Beat Meta?
21 april 2025 · 1 uur 2 min
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including his underestimation of global rivals. Finally, they dissect the key moments from the Meta antitrust trial so far, with Scott laying out the economic upsides of breaking up the company, and Ed outlining how the FTC could actually come out on top. Lees meer
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Breaking Down Warning Signals from the Bond Market — ft. William Cohan
17 april 2025 · 56 min
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Scott and Ed discuss how the markets reacted to Trump’s tariff exemption on smartphones and computers, the dollar falling to a three-year low, and first quarter bank earnings. Then William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to unpack the latest developments in the bond market. He explores the potential fallout of a credit crisis, weighs in on whether Japan and China are wielding the bond market as a geopolitical weapon, and offers his take on where the next wave of damage from the tariffs is likely to surface.
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What to Do in the Wake of Trump’s Tariff Pause
14 april 2025 · 59 min
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore what likely drove Trump to hit pause on the tariffs. Scott also offers practical advice for weathering the uncertainty ahead. Lees meer
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Tariff Chaos & Trading on Inequality — ft. Gary Stevenson
10 april 2025 · 1 uur 11 min
Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s tariffs. Then Gary Stevenson, host of the Youtube channel Gary’s Economics, joins the show to break down the roots of wealth inequality. He explains what he learned from the 2008 financial crisis, offers ideas for what could help bring back a strong middle class, shares his perspective on the trade war, and gives practical advice for navigating this rapidly changing world. Lees meer
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The $6.6 Trillion Sell-off
7 april 2025 · 1 uur 5 min
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump determined the tariff rates, what the tariffs will do to company earnings and the real economy, and offer advice on how to deal with turmoil in the markets as an investor. Lees meer
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A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
3 april 2025 · 55 min
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, joins the show to break down how the auto tariffs will impact the car industry and the broader economy. He shares his take on who stands to benefit from those tariffs, checks in on Tesla’s biggest challenges, and examines the competitive landscape of the self-driving and electric vehicle markets. Lees meer
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