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  • Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran

    Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
    2025/08/08
    Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damodaran also shares his insights on AI hype, Google’s valuation, and why chasing “the next Amazon” is a losing game. Plus, he gives his blunt take on Bitcoin-holding companies, the broken IPO pipeline, and how private markets are rewriting the rules for capital, liquidity, and access. Note: Prof G Markets will be on summer break until August 25th. 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 Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 5 分
  • OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings

    OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
    2025/08/07
    Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th. 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 Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    37 分
  • Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings

    Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
    2025/08/06
    Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareholders have filed a class action suit against the company and Elon Musk. Finally, he is joined by Patrick Moorhead, Founder, CEO and Chief Analyst of Moor Insights and Strategy, to break down chipmaker AMD's second quarter earnings. 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 Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    33 分
  • Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again

    Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again
    2025/08/05
    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 the show to share what the saga reveals about markets today. 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 Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    30 分
  • Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz

    Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
    2025/08/04
    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 fallout while traditional American companies are feeling the pain. Finally, they dive into the robotaxi wars, debating whether companies should go vertical and which player is best positioned to dominate. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 9 分
  • The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon

    The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
    2025/08/01
    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 now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 2 分
  • Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT

    Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT
    2025/07/31
    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 Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    31 分
  • Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter

    Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter
    2025/07/30
    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 Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    26 分