This week on Prof G Markets, Scott shares his thoughts on how the business model of television has changed, and why the new model gives the studios the upper hand in the writers’ strike. He then explains the importance of positioning a company as the hunter on an earnings call, rather than the hunted — particularly amid this AI hype cycle. Finally, he takes ... Show More
Feb 13
Trump and Canada, How ‘Resist and Unsubscribe’ Affects Scott’s Investments, and the Power of Focus
Scott weighs in on Trump’s escalating rhetoric toward Canada, explains why he’s unsubscribing from Uber, Amazon, and other Big Tech platforms, and argues that the biggest competitive advantage most people ignore is ruthless focus. Want to be featured in a future episode? Send a v ... Show More
26m 33s
Feb 12
Why CEOs Are Getting AI Wrong — with Ethan Mollick
Ethan Mollick, professor at the Wharton School and author of One Useful Thing, joins Scott Galloway to examine the biggest mistake companies are making about AI. They discuss why fears of mass job loss may be premature, how quiet productivity gains are already reshaping work, and ... Show More
1h 6m
Dec 2020
Cold Winter, Hot Money: DB-Dec 7, 2020
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the froth of the market and explore whether it will boil over. Ed analyzes the significance of the Smart Money Index’s (SMI) hitting a one-year low, and Jack gives a snapshot of the roaring U.S. ... Show More
43m 41s
Feb 2023
Doug Leone - Lessons from a Titan - [Invest Like the Best, EP.318]
My guest this week is Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansion from a single $150m ... Show More
1h 12m
Mar 2022
Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]
My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ... Show More
1h 19m
May 2022
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More
1h 57m
Mar 2021
Tech Sell-Off, Square Deals, and Power Moms
The Trade Desk, Magnite, and other ad-tech companies tumble after Google announces some big changes. Costco and Target fall on earnings. Zoom Video reports a big jump in revenue but the stock tumbles. Okta buys rival Auth0 for $6.5B in stock. Square buys a majority stake in Jay Z ... Show More
39m 10s