This week on Prof G Markets, Scott deciphers the market’s disparate responses to strong earnings announcements from Uber and Airbnb, and what it tells us about the importance of the narrative over numbers in stock valuation. Then we take a deep dive into Apple’s surprisingly large outstanding debt, and Scott explains why debt is a weapon, but one with two ed ... Show More
Yesterday
Peter Zeihan on How the War With Iran Could Reshape the Global Economy
Geopolitical strategist Peter Zeihan joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on ... Show More
51m 59s
Mar 10
China Decode: How the Iran War Inflation Will Impact China
In this episode of China Decode, Alice Han and James Kynge break down how the Iran war is driving oil prices above $100 a barrel, and what that means for China’s energy security. They dive into China’s dependence on the Strait of Hormuz, explore the country’s cautious 2026 growth ... Show More
54m 26s
Apr 2024
Fed Decision Kick-Off, Amazon and Apple Results, and Busiest Week of Earnings Season 4/29/24
<p>Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week ... Show More
42m 36s
Oct 2021
Uber: The Undeletable App - [Business Breakdowns, EP. 31]
Today, we’re breaking down Uber. Despite a corporate history that spans just over a decade, the ink spilled on Uber could have its own wing in a library. So rather than record with our typical Breakdown format, we decided to host two portfolio managers and familiar guests on the ... Show More
1 h
Mar 2022
Improving Market, Attractive Stocks
The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well ... Show More
39m 30s
Feb 2023
Huge Jobs Report, Triple-A Earnings
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.
(0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's hol ... Show More
39m 25s