Prof G Markets

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

16 Oct 2025

Contributed by Lukas

Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and S...

China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market

15 Oct 2025

Contributed by Lukas

Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and Chin...

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

14 Oct 2025

Contributed by Lukas

Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then,...

The AI Bubble Is Real — Here’s How to Prepare for the Pop

13 Oct 2025

Contributed by Lukas

Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push t...

How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards

10 Oct 2025

Contributed by Lukas

Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation about...

xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

09 Oct 2025

Contributed by Lukas

Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t...

Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years

08 Oct 2025

Contributed by Lukas

Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction t...

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

07 Oct 2025

Contributed by Lukas

Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in ...

The Great Sloppification of OpenAI

06 Oct 2025

Contributed by Lukas

Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, ex...

What Happens if the Fed is Compromised — ft. Claudia Sahm

03 Oct 2025

Contributed by Lukas

Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s indep...

EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs

02 Oct 2025

Contributed by Lukas

Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for t...

The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025

01 Oct 2025

Contributed by Lukas

Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives ...

EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward

30 Sep 2025

Contributed by Lukas

Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also...

How The AI Economy Could Collapse

29 Sep 2025

Contributed by Lukas

Scott and Ed break down a wave of AI spending news. They also discuss the circular deal theory emerging in AI and why it concerns them from an antitru...

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban

26 Sep 2025

Contributed by Lukas

Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his t...

What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading

25 Sep 2025

Contributed by Lukas

Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. ...

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

24 Sep 2025

Contributed by Lukas

Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a n...

What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge

23 Sep 2025

Contributed by Lukas

Ed is joined by Peter Harrell of the Carnegie Endowment for International Peace to unpack the economic impact of Trump’s proposed entry fee for the ...

TikTok, Warner Bros, and the Rise of the Ellison Empire

22 Sep 2025

Contributed by Lukas

Scott and Ed break down a huge week for the Ellisons and discuss what their pursuit of TikTok and Warner Bros. Discovery could mean for the future of ...

Why Britain’s Economy Is Broken — ft. Jagjit Chadha

19 Sep 2025

Contributed by Lukas

Ed is joined by Jagjit Chadha, Professor of Economics in the Faculty of Economics at the University of Cambridge, to discuss the major economic challe...

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

18 Sep 2025

Contributed by Lukas

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed...

Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed

17 Sep 2025

Contributed by Lukas

Ed breaks down the latest data on rising retail sales with Mark Zandi, chief economist at Moody’s Analytics. They dig into who’s really driving th...

U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform

16 Sep 2025

Contributed by Lukas

Ed breaks down the latest news that the U.S. and China have reached a framework of a deal to prevent a TikTok ban. He’s then joined by Rich Greenfie...

The Fed’s September Dilemma: Is it Really Time to Cut Rates?

15 Sep 2025

Contributed by Lukas

Scott and Ed unpack what August’s inflation numbers mean for the Fed’s next move. Then, they dig into why companies are holding back from going pu...

Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers

12 Sep 2025

Contributed by Lukas

Ed and Scott are joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, who returns to the show to discuss ...

Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing

11 Sep 2025

Contributed by Lukas

Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Oracle’s earnings and the market’s tremendous reaction. The...

Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever

10 Sep 2025

Contributed by Lukas

Ed is joined by Alice Han, China economist and director at Greenmantle, to break down what’s been happening with China in the past week. Then, Ed di...

Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package

09 Sep 2025

Contributed by Lukas

Ed and Scott unpack the recent tech dinner President Trump hosted at the White House. Then Ed is joined by Kathryn Anne Edwards, economist, economic p...

Navigating The Most Top-Heavy S&P 500 in History

08 Sep 2025

Contributed by Lukas

Scott and Ed break down what the deepening alliance between China, Russia, and India means for investors. They then examine the growing concentration ...

How America Goes Broke — ft. Ray Dalio

05 Sep 2025

Contributed by Lukas

Ed and Scott are joined by Ray Dalio, global macro investor, founder of Bridgewater Associates, and New York Times bestselling author, who returns to ...

Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation

04 Sep 2025

Contributed by Lukas

Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google mo...

Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem

03 Sep 2025

Contributed by Lukas

Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kra...

Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed

02 Sep 2025

Contributed by Lukas

Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winne...

Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi

29 Aug 2025

Contributed by Lukas

Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the econ...

Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?

28 Aug 2025

Contributed by Lukas

Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell followin...

Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI

27 Aug 2025

Contributed by Lukas

Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, t...

U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom

26 Aug 2025

Contributed by Lukas

Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to beco...

AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown

25 Aug 2025

Contributed by Lukas

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts...

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

08 Aug 2025

Contributed by Lukas

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 mark...

OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings

07 Aug 2025

Contributed by Lukas

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, Man...

Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings

06 Aug 2025

Contributed by Lukas

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 shareh...

Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again

05 Aug 2025

Contributed by Lukas

Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corpora...

Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz

04 Aug 2025

Contributed by Lukas

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 marke...

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 his top takeaways from the year so far. He breaks d...

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 the Federal Reserve decided to hold interest rates ...

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 started to show up in Procter & Gamble’s earnin...

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 Street analysts have started upgrading Nike’s st...

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 store for U.S. companies. Then, they dig into OpenAI ...

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 the eVTOL market and where Vertical Aerospace sit...

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 us about who really came out on top. Then, Ed digs ...

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 results reveal about the state of the junk food ind...

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 Scott dig into why an LVMH-backed investor group is...

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 into a record-breaking quarter for trading. Final...

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 to break down Latin America’s economic landscap...

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. Then, Ed explains why ASML’s stock tumbled fol...

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 and AMD can now resume chip sales to China, and b...

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 potential investment in xAI, and breaks down the latest...

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 the move could inspire massive deal making that wo...

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 ground on Uber. He shares how Lyft is keeping cust...

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 and Scott share their thoughts on why X CEO Linda Y...

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 unpacks why Tesla is falling behind Chinese compet...

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 reportedly building a separate app for U.S. users ahead of ...

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 unpack what the GOP tax bill means for the economy...

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 Paramount’s $16 million payout to settle a lawsuit wi...

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 manufacturing data signals about the economy, and...

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 talent war between OpenAI and Meta, and takes a look at...

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 the case for nuclear as a smart long-term investment...

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 show to explain why she thinks the GOP tax bill wil...

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 at why Bumble is struggling and why Buy Now, Pay ...

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 unpacks Polymarket’s new funding round and explain...

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 Scott unpack Tesla’s robotaxi launch. Finally, ...

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 advertise directly to consumers, a move that could be the...

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 show to break down the GOP tax bill, weigh in on the...

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. Steel, and explains why the Fed chose to hold intere...

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 between OpenAI and Microsoft. He and Scott then unpack ...

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 bringing ads to WhatsApp, and how crypto platform Tron ...

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 talent. They then discuss the fallout from the Air...

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 latest jobs report and what it reveals about the state ...

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 about the economy, and unpacks why Tesla is once agai...

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 year, breaks down what went wrong with JM Smucker...

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 highlights from the opening day of Apple’s Worldwide ...

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 $TRUMP-branded crypto wallet, and why Warner Bros. D...

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 decision to enlist Palantir to streamline federal ...

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 tariffs, Trump Media’s plan to buy bitcoin and Nvidia...

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 market reacted to BYD’s price cuts, and a potential...

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 Prof G Markets feed. Be sure to follow Prof G Markets...

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 private equity stakes at a discount, and Trump’s com...

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 latest move to rebrand Max, and Airbnb’s foray into o...

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 funding round, and Coinbase’s addition to the S&P...

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 decision, and the Melania coin grift. Then they take ...

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 plans to become a for-profit company, and Warren Buffe...

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 launch of Amazon’s new internet satellites. Then th...

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 China to India, and Spotify’s Q1 earnings report...

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 dinner, Boeing’s first quarter earnings, and a new re...

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 of U.S. private equity, and Bill Ackman’s invest...

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 chip exports, and Jerome Powell’s comments on tari...

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’s tariff exemption on smartphones and computers, ...

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 tariff pause and the broader turmoil with China. They ...

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 tariffs. Then Gary Stevenson, host of the Youtube...

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 tariffs announcements. They break down how Trump de...