episode-header-image

Jul 2022

27m 45s

Prof G Markets: U.S. Equity Market, Stro...

VOX MEDIA PODCAST NETWORK

About this episode

This week on Prof G Markets, Scott evaluates the recent rise in U.S. equities, warns about external sources of downside risk, and discusses what the surging dollar tells us about currency markets, including who wins and who loses with euro parity. Then it’s the latest on the Elon/Twitter saga, and Scott’s prediction on the next front in that battle. Finally, Scott weighs in on government subsidies for the semiconductor industry.

U.S Equity Market

https://www.cnbc.com/2022/07/21/stock-market-futures-open-to-close-news-.html

Strong Dollar

https://www.nytimes.com/interactive/2022/07/16/business/strong-dollar.html

Semiconductors

https://finance.yahoo.com/news/heres-what-in-the-semiconductor-bill-as-the-senate-nears-a-crucial-vote-162706068.html

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Up next

America’s Branding Crisis — with Heather Cox Richardson

Historian Heather Cox Richardson joins Scott to discuss the rise of authoritarianism, the myth of rugged individualism, and what Democrats keep getting wrong. They also unpack the branding genius of the modern GOP, why patriotism got hijacked, and what history teaches us about ho ... Show More

Raging Moderates: Trump’s Art of No Deals

What will America look like in the (very) near future? Scott and Jessica talk through what to expect, with the White House announcing a new round of tariff threats and the GOP budget bill now signed into law. Plus — unraveling the moral priorities of Congressional Republicans, wh ... Show More

How the Prof G Pod Gets Made, What Does It Mean to Be Rich? and What Really Matters in Hiring

Scott kicks things off with a behind-the-scenes look at how The Prof G Pod comes together. He then unpacks what it really means to be a “baller.” Finally, he shares thoughts on what actually matters when hiring new talent, including how we hire here at Prof G Media. Want to be fe ... Show More

Recommended Episodes

Nvidia Reignites A Global Rally In A.I. Stocks

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ... Show More

The end of a rocky first week in financial markets

A string of hawkish comments, a rise in inflation rates in Europe and a strong US employment report last week had market participants worried that interest rates were set to stay higher for longer than they had hoped, putting stocks and bonds on course for one of the worst starts ... Show More

Stock markets in a hangover mood - and the Fed offers no medicine

Equity markets continued to slide yesterday, with most markets posting negative performance for the day. Economic data pointing to some weakness in the US and China, as well as the minutes of the Federal Reserve's December meeting, have been the main talking points over the last ... Show More

Why Turkish Elections And The Lira Matter To Global Macro Markets

As the first round of Turkish general elections result in a runoff round, with President Erdogan facing his toughest political challenge yet, Turkish assets have been exhibiting volatility - as one would expect given the uncertainty. However, the one asset class that remains stra ... Show More

Andrew Sheets: What Can We Learn from Market Prices?

The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-Asset Strategist Andrew Sheets explains. --- Transcript ---Welcome to Thoughts o ... Show More

These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT

On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more! Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More

Europe and China: Already In Recession | Paul Hodges

Paul Hodges returns in a deep discussion on inflation, China, and the Federal Reserve. Paul joins Jack Farley to discuss recession and recession risk in Europe, China, and the U.S., as well as the fate of inflated hyper-growth stocks.--Paul Hodges on Twitter https://twitter.com/p ... Show More

Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?

DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equ ... Show More

MM113: Nvidia's blowout earnings & is the bear market rally about to end?

Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets. Three hot topics up for discussion this week: 1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in ... Show More

Listen to millions of songs and podcasts on Anghami