Prof G Markets

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

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

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

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

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

The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon

Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT

Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter

Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation

Meme Stocks are Back — What’s Fueling the Resurgence?

Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson

Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)

Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift

Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO

Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading

The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle

Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang

Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech

Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal

Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?

State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft

Nvidia Hits $4T, Yaccarino Steps Down from X & SpaceX Eyes $400 Billion Valuation

Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race

Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition

How the Big Beautiful Bill’s Passage Will Reshape the Economy

Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO

Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks

The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy

Markets 2025 Halftime Report

The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas

Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score

What the Falling Dollar Means for America

Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers

Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers

OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay

What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump

Warning Signs From the Labor Market — ft. Kathryn Anne Edwards

Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again

World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks

Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded

Trump & Elon Break Up Over the Tax Bill

Why the TACO Trade Matters — ft. Robert Armstrong

Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round

Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran

The Story of Scott’s Career

Why America’s Credit Rating Dropped — ft. Scott Goodwin

The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings

Why the U.S. Can’t Break Up with China — ft. Alice Han

Is Google a Buy? + Is Uber Recession Proof?

The Sell America Thesis — ft. JPMorgan’s Michael Cembalest