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. Take a survey to let us know what you think about the show 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
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other episodes from Prof G Markets
Transcribed and ready to explore now
Why AI Needs Antitrust Intervention — ft. Jonathan Kanter
17 Oct 2025
Prof G Markets
The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings
19 May 2025
Prof G Markets
Why the U.S. Can’t Break Up with China — ft. Alice Han
15 May 2025
Prof G Markets
Is Google a Buy? + Is Uber Recession Proof?
12 May 2025
Prof G Markets
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
08 May 2025
Prof G Markets
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
05 May 2025
Prof G Markets