The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
01 Aug 2025
Contributed by Lukas
Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share h...
Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT
31 Jul 2025
Contributed by Lukas
Ed and Scott share their predictions for Figma’s highly anticipated IPO. Then Ed breaks down why t...
Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter
30 Jul 2025
Contributed by Lukas
Ed breaks down why Novo Nordisk’s shares plunged after an investor call, explains how tariffs have...
Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation
29 Jul 2025
Contributed by Lukas
Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall ...
Meme Stocks are Back — What’s Fueling the Resurgence?
28 Jul 2025
Contributed by Lukas
Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in sto...
Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson
25 Jul 2025
Contributed by Lukas
Stuart Simpson, CEO of Vertical Aerospace, joins the show to break down the competitive landscape of...
Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)
24 Jul 2025
Contributed by Lukas
Ed and Scott break down the new U.S.-Japan trade agreement and what Wall Street’s reaction tells u...
Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift
23 Jul 2025
Contributed by Lukas
Ed unpacks why Philip Morris’ stock stumbled after its second-quarter report, what Coca-Cola’s r...
Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO
22 Jul 2025
Contributed by Lukas
Ed unpacks why Netflix’s stock fell despite a strong second-quarter earnings report. Then he and S...
Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading
21 Jul 2025
Contributed by Lukas
Scott and Ed unpack the latest inflation data and why it’s sparking so much debate. Then, they dig...
The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
18 Jul 2025
Contributed by Lukas
Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show...
Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
17 Jul 2025
Contributed by Lukas
Ed and Scott break down how markets responded to the latest tensions between Trump and Jerome Powell...
Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech
16 Jul 2025
Contributed by Lukas
Ed takes a look at how the tariffs impacted the consumer price index for June, dives into why Nvidia...
Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal
15 Jul 2025
Contributed by Lukas
Ed explains why Bitcoin hit a record high, dives into Tesla’s upcoming shareholder vote on a poten...
Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?
14 Jul 2025
Contributed by Lukas
Scott and Ed unpack what they think the impact of Trump's new wave of tariffs will be. Scott argues ...
State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft
11 Jul 2025
Contributed by Lukas
David Risher, CEO of Lyft, joins the show to explain how the company is differentiating and gaining ...
Nvidia Hits $4T, Yaccarino Steps Down from X & SpaceX Eyes $400 Billion Valuation
10 Jul 2025
Contributed by Lukas
Ed breaks down how Nvidia became the first company ever to reach a $4 trillion market cap. Then he a...
Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race
09 Jul 2025
Contributed by Lukas
Ed breaks down Trump’s latest tariff updates, explains why Shein is pursuing a Hong Kong IPO, and ...
Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition
08 Jul 2025
Contributed by Lukas
Ed breaks down Trump’s latest round of tariffs. Then he and Scott dig into why TikTok is reportedl...
How the Big Beautiful Bill’s Passage Will Reshape the Economy
07 Jul 2025
Contributed by Lukas
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed ...
Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO
03 Jul 2025
Contributed by Lukas
Ed unpacks why the popular design software company Figma has decided to go public, breaks down Param...
Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks
02 Jul 2025
Contributed by Lukas
Ed breaks down how Tesla’s stock reacted to Elon Musk’s latest fight with Trump, what the latest...
The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy
01 Jul 2025
Contributed by Lukas
Ed breaks down Canada’s decision to rescind its digital services tax, unpacks the escalating talen...
Markets 2025 Halftime Report
30 Jun 2025
Contributed by Lukas
Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes th...
The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas
27 Jun 2025
Contributed by Lukas
Maya MacGuineas, president of the bipartisan Committee for a Responsible Federal Budget, joins the s...
Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score
26 Jun 2025
Contributed by Lukas
Ed and Scott unpack the economics behind Zohran Mamdani’s proposed policies. Then, Ed takes a look...
Markets Shrug Off Israel-Iran Conflict, Polymarket’s $200M Round & a Stablecoin Warning
25 Jun 2025
Contributed by Lukas
Ed and Scott give an update on the Israel-Iran ceasefire and how markets are responding. Then, Ed un...
Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift
24 Jun 2025
Contributed by Lukas
Ed highlights what the markets are signaling about the path forward in the Middle East. Then, he and...
What the Falling Dollar Means for America
23 Jun 2025
Contributed by Lukas
Scott and Ed unpack RFK Jr.’s push to make it harder, and pricier, for pharma companies to adverti...
Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers
20 Jun 2025
Contributed by Lukas
Justin Wolfers, professor of public policy and economics at the University of Michigan, joins the sh...
Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers
19 Jun 2025
Contributed by Lukas
Ed breaks down how a “golden share” helped seal Nippon Steel’s $14 billion takeover of U.S. St...
OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay
18 Jun 2025
Contributed by Lukas
Ed breaks down why homebuilder sentiment fell in June and takes a look at the growing tensions betwe...
Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift
17 Jun 2025
Contributed by Lukas
Ed takes a look at how oil prices reacted to the conflict between Israel and Iran, why Meta is bring...
What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump
16 Jun 2025
Contributed by Lukas
Scott and Ed unpack Google’s voluntary employee buyouts and explain why they could drive away top ...
Warning Signs From the Labor Market — ft. Kathryn Anne Edwards
13 Jun 2025
Contributed by Lukas
Kathryn Anne Edwards, PhD economist and Bloomberg News columnist, joins the show to unpack the lates...
Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again
12 Jun 2025
Contributed by Lukas
Ed breaks down the new U.S.-China trade deal framework, explains what the May CPI report signals abo...
World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks
11 Jun 2025
Contributed by Lukas
Ed takes a look at new World Bank data projecting that U.S. economic growth will be cut in half this...
Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded
10 Jun 2025
Contributed by Lukas
Ed takes a look at Warner Bros Discovery’s move to split into two companies, breaks down the highl...
Trump & Elon Break Up Over the Tax Bill
09 Jun 2025
Contributed by Lukas
Scott and Ed break down Reddit’s lawsuit against Anthropic, the controversy surrounding the new $T...
Why the TACO Trade Matters — ft. Robert Armstrong
05 Jun 2025
Contributed by Lukas
Scott and Ed discuss Trump’s move to double tariffs on steel and aluminum, the administration’s ...
Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round
02 Jun 2025
Contributed by Lukas
Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tarif...
Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran
29 May 2025
Contributed by Lukas
Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the mar...
The Story of Scott’s Career
26 May 2025
Contributed by Lukas
Starting June 9th, we’ll be publishing a new episode every day of the week, exclusively on the Pro...
Why America’s Credit Rating Dropped — ft. Scott Goodwin
22 May 2025
Contributed by Lukas
Scott and Ed discuss Moody’s decision to downgrade U.S. debt, why universities are offloading priv...
The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings
Mon, 19 May
Contributed by Lukas • Default Dataset
Scott and Ed discuss why United Health’s stock hit a five year low, Warner Bros. Discovery's lates...
The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings
19 May 2025
Contributed by Lukas
Scott and Ed discuss why United Health’s stock hit a five year low, Warner Bros. Discovery's lates...
Why the U.S. Can’t Break Up with China — ft. Alice Han
Thu, 15 May 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest f...
Why the U.S. Can’t Break Up with China — ft. Alice Han
15 May 2025
Contributed by Lukas
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest f...
Is Google a Buy? + Is Uber Recession Proof?
Mon, 12 May
Contributed by Lukas • Default Dataset
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest dec...
Is Google a Buy? + Is Uber Recession Proof?
12 May 2025
Contributed by Lukas
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest dec...
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
Thu, 08 May 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plan...
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
08 May 2025
Contributed by Lukas
Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plan...
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Mon, 05 May
Contributed by Lukas • Default Dataset
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the lau...
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
05 May 2025
Contributed by Lukas
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the lau...
What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
Thu, 01 May 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from ...
What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
01 May 2025
Contributed by Lukas
Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from ...
The Trump Fold & Tesla’s Brand Death
Mon, 28 Apr
Contributed by Lukas • Default Dataset
Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinne...
The Trump Fold & Tesla’s Brand Death
28 Apr 2025
Contributed by Lukas
Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinne...
Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
Thu, 24 Apr 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out ...
Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
24 Apr 2025
Contributed by Lukas
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out ...
Global Pushback on Tariffs + Can the FTC Beat Meta?
Mon, 21 Apr
Contributed by Lukas • Default Dataset
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on ch...
Global Pushback on Tariffs + Can the FTC Beat Meta?
21 Apr 2025
Contributed by Lukas
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on ch...
Breaking Down Warning Signals from the Bond Market — ft. William Cohan
Thu, 17 Apr 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Vote for Prof G Markets at the Webby Awards Scott and Ed discuss how the markets reacted to Trump’...
Breaking Down Warning Signals from the Bond Market — ft. William Cohan
17 Apr 2025
Contributed by Lukas
Vote for Prof G Markets at the Webby Awards Scott and Ed discuss how the markets reacted to Trump’...
What to Do in the Wake of Trump’s Tariff Pause
Mon, 14 Apr
Contributed by Lukas • Default Dataset
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tari...
What to Do in the Wake of Trump’s Tariff Pause
14 Apr 2025
Contributed by Lukas
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tari...
Tariff Chaos & Trading on Inequality — ft. Gary Stevenson
Thu, 10 Apr 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s...
Tariff Chaos & Trading on Inequality — ft. Gary Stevenson
10 Apr 2025
Contributed by Lukas
Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s...
The $6.6 Trillion Sell-off
Mon, 07 Apr
Contributed by Lukas • Default Dataset
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s t...
The $6.6 Trillion Sell-off
07 Apr 2025
Contributed by Lukas
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s t...
A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
Thu, 03 Apr 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-brea...
A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
03 Apr 2025
Contributed by Lukas
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-brea...
GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
Mon, 31 Mar
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’...
GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
31 Mar 2025
Contributed by Lukas
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’...
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Thu, 27 Mar 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’...
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
27 Mar 2025
Contributed by Lukas
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’...
Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry
Mon, 24 Mar
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Profess...
Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry
24 Mar 2025
Contributed by Lukas
Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Profess...
Searching For Value Outside the U.S. — ft. Lyn Alden
Thu, 20 Mar 2025 08:15:00 -0000
Contributed by Lukas • Default Dataset
Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity sta...
Searching For Value Outside the U.S. — ft. Lyn Alden
20 Mar 2025
Contributed by Lukas
Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity sta...
The S&P 500 Enters Correction Territory
Mon, 17 Mar
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked ...
The S&P 500 Enters Correction Territory
17 Mar 2025
Contributed by Lukas
Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked ...
Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)
Thu, 13 Mar 2025 08:05:00 -0000
Contributed by Lukas • Default Dataset
From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI update...
Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)
13 Mar 2025
Contributed by Lukas
From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI update...
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Mon, 10 Mar
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity fi...
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
10 Mar 2025
Contributed by Lukas
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity fi...
The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter
Thu, 06 Mar 2025 12:38:00 -0000
Contributed by Lukas • Default Dataset
Ed and Scott open the show by discussing why European defense stocks surged following Trump's meetin...
The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter
06 Mar 2025
Contributed by Lukas
Ed and Scott open the show by discussing why European defense stocks surged following Trump's meetin...
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
Mon, 03 Mar
Contributed by Lukas • Default Dataset
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Tesla’...
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
03 Mar 2025
Contributed by Lukas
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Tesla’...
Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
Thu, 27 Feb 2025 09:05:00 -0000
Contributed by Lukas • Default Dataset
Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howa...
Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt
27 Feb 2025
Contributed by Lukas
Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howa...
Is Breaking Up Intel The Right Move? + The New Gold Rush
Mon, 24 Feb
Contributed by Lukas • Default Dataset
Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing Jan...
Is Breaking Up Intel The Right Move? + The New Gold Rush
24 Feb 2025
Contributed by Lukas
Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing Jan...
Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
Thu, 20 Feb 2025 09:05:00 -0000
Contributed by Lukas • Default Dataset
Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on Deep...
Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon
20 Feb 2025
Contributed by Lukas
Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on Deep...
Is Reddit Undervalued? + Netflix Goes After Podcasts
Mon, 17 Feb
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private...
Is Reddit Undervalued? + Netflix Goes After Podcasts
17 Feb 2025
Contributed by Lukas
Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private...
The State of Trade with China — ft. Alice Han
Thu, 13 Feb 2025 09:05:00 -0000
Contributed by Lukas • Default Dataset
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the...
The State of Trade with China — ft. Alice Han
13 Feb 2025
Contributed by Lukas
Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the...