logo
episode-header-image
Nov 2022
28m 16s

Prof G Markets: Upheaval at Twitter, Air...

VOX MEDIA PODCAST NETWORK
About this episode

This week on Prof G Markets, Scott shares his thoughts on Elon’s proposed changes to Twitter so far and explains why enabling paywalled videos like OnlyFans is a good idea. He then makes the argument for why Airbnb is one of the best-performing companies in the world, and how Uber might turn profitable at long last. Finally, Ed and Scott check in on the state of the Chinese markets under the relentless zero-covid policy.

Show notes:

Twitter

Airbnb

Uber

China's PMI

Music: https://www.davidcuttermusic.com / @dcuttermusic

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

Up next
Today
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
1h 19m
Yesterday
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
1h 6m
Jul 7
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
23m 59s
Recommended Episodes
Jun 2024
The Texas Stock Exchange + Is Short Selling a Dying Strategy?
Scott shares his thoughts on why the new Texas Stock Exchange could be an appealing choice for certain companies. He also explains how it's a symptom of a larger issue: the politicization of everything. Then Scott and Ed break down the role that short sellers have historically pl ... Show More
46m 8s
May 2023
🏓 “Snitcher’s hotline” — Airbnb’s anti-party escalation. Twitter’s Fox News dupe. Abercrombie’s mullet surge.
Airbnb permanently banned parties last year, but it’s cracking down even more this Memorial Day Weekend with a snitcher’s hotline. Elon’s got a new plan to turn around Twitter — become Fox News 2.0. And Abercrombie & Fitch’s stock just surged 30% thanks to what we call “The Mulle ... Show More
18m 46s
May 2023
📓 “Who killed Homework?” — AI’s 1st victim. Uber’s Lyft question. Germany’s free soccer tickets.
We just saw the first stock market victim of AI: Chegg’s online tutoring stock plummeted 48% because students aren’t using tutors… they’re using ChatGPT. Uber just had its best day on Wall Street ever, so we need to stop comparing it to Lyft (fyi: Uber is now worth 20X Lyfts). An ... Show More
20m 10s
Oct 2020
“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.
Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-fixing lawsuit that reminds us of Big Tech. Meanwhile, Big Banks kicked off earnings season, but we’re more interested in the diversification going on at BlackRock. And we noticed that ... Show More
16m 54s
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
Jan 2021
“World Fried Chicken War II” — Shake Shack’s unveil. Twitter’s pod-cquisition. Alibaba’s disappearing CEO.
Twitter just bought a podcast company — we think it could solve the #1 problem in podcasting. Shake Shack lost The Great Fried Chicken War of 2019, so it’s kicking off a new one for 2021. And Alibaba’s legendary founder was MIA because the #1 rule of doing biz in China: Don’t dis ... Show More
18m 27s
May 2023
🧑‍🎤👩‍🎤 “T-Swift vs. Bey” — The $1B Concert Battle. Twitter’s new CEO. Death of the free ecommerce return.
For years, we’ve all been enjoying free returns on online orders, until now — Because returns are the Achilles Heel of ecommerce. Beyonce and Taylor Swift are both on track for the first ever $1B concert tour, but they are getting there in different ways. And Twitter has a new CE ... Show More
18m 57s
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
Jun 2023
🏠🚗 “Uber vs Airbnb” — The Sharing Showdown. Photoshop’s artificial reality. Lionel Messi’s soccer equity.
Uber just launched an “airbnb for cars” feature in the app — because Uber may be the biggest threat to Airbnb (and vice versa). Adobe’s photoshop is letting AI create images out of thin air — because artificial intelligence can lead to an artificial reality. And Lionel Messi just ... Show More
19m 44s
Oct 2022
🤠 “If the jeans fit, you must commit” — Wrangler’s Yellowstone face. Elon vs Bezos. Britain’s financial firing.
Tesla just had its most awkward earnings call ever, but the real story here is Elon Musk vs Jeff Bezos. British Prime Minister Liz Truss just resigned, losing to a head of cabbage — the reason? “It’s the Economy, stupid.” And Wrangler has a new marketing plan to sell you jeans, f ... Show More
18m 52s