If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss:
- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do wheneve ... Show More
Today
Insurance-palooza! All You Need to Know to Protect Your Income and Wealth
It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking ... Show More
27m 9s
Yesterday
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ... Show More
40m 43s
Jul 30
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 2021
Office Hours: Google vs. Airbnb, SPAC IPOs, Real Estate Investments, and Brick-and-Mortar Stores
Scott answers a question about Google’s dominance in the travel space, and how Airbnb manages to hold its own. He also shares his thoughts on how companies that go public via SPAC are perceived, why real estate is a solid investment, and why opening physical stores can be a power ... Show More
27m 13s
Feb 2024
Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium
Scott breaks down why Airbnb’s stock fell despite strong earnings, and explains why he’s considering selling some of his largest holding. He then discusses Lyft’s earnings report typo and shares a similar personal story. Finally, he takes a look at Arm’s stock and questions wheth ... Show More
47m 41s
Mar 2019
Airbnb, Plus Lessons from Kraft Heinz and Zero Based Budgeting
Youngme, Felix, and Mihir debate how well Airbnb is managing growth amid backlash from cities like New York City. They also discuss Kraft Heinz’s controversial zero-based budgeting approach to management.Some recent picks:Ash is Purest White (Movie)Dynasties (Nature Series)After ... Show More
31m 33s
Mar 2022
Airbnb vs NYC | Pulling Back the Curtain | 4
In 2022, you’d be hard-pressed to find somebody who hasn’t spent at least a couple of days in an Airbnb. It’s cheap, convenient and easy to use. But as you settle into your temporary home-away-from-home, you’re probably paying little mind to what’s playing out behind the scenes.B ... Show More
35m 33s
Oct 2024
Scaling Airbnb, Founder Mode, and What’s Next for Travel — with Brian Chesky
Brian Chesky, the co-founder and CEO of Airbnb, joins Scott to discuss the latest for Airbnb including their Co-Host Network, how the company views AI, and how it is a leading indicator for the broader economy. Brian also shares his thoughts on his viral moment around Founder Mod ... Show More
55m 29s