Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025. 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 @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Hey, this is Peter Kafka. I'm the host of Channels, a podcast about technology and media and how they're both changing all the time. And this week, I'm trying to figure out how Donald Trump is changing the media in Washington, in the courtroom, and in the boardroom. On to help me figure it all out is Sarah Fisher, the excellent Washington-based media reporter for Axios.
That's this week on Channels, wherever you get your favorite podcasts.
Buying a house has long been considered the best way to build wealth and move into true adulting. Isn't it? I mean, at least that's what society wants us to think. Gotta get a Birkin, gotta get a home, you know.
Okay, the handbag you can probably manage without. But what about a house? Surely that's actually good, right? We're going to find out this week on Explain It To Me. New episodes every Sunday morning, wherever you get your podcasts.
Today's number 40. That's the percentage of college basketball fans who've admitted they've called in sick to watch a March Madness game. True story. When I worked at Morgan Stanley, I called in sick and my boss said, you don't sound sick. And I said, well, I've been fucking my pet rabbit all day. Does that sound sick enough for you?
We'll be right back.
Welcome to Prop G Markets. Today, that's right, first job. Can you imagine what a great employer I was? Today, we're speaking with Lynn Alden, independent analyst and the author of Broken Money. But first, it's time for banter. Ed, did you have a pet rabbit? No, I did not have a pet rabbit.
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