A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.
(00:21) Jason Moser and Deidre Woollard discuss:
- The possibility of the Alaska Airlines and Hawaiian Airlines deal going through.
- If airlines lose specialness as they grow.
- The race to bring GLP-1 drugs to market.
(18:35) Deidre Woollard c ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
May 2019
A hyper week for aviation and travel in Dubai
<p>Host Mustafa Alrawi, Assistant Editor in Chief, talks about the latest news from Arabian Travel Market. Deena Kamel, our aviation correspondent, discusses Sheikh Ahmed bin Saeed of Emirates and FlyDubai offering some home truths for Boeing over the 737 Max which has been groun ... Show More
33m 37s
Dec 2023
Prof G Markets: Bitcoin’s Rally, Elon’s xAI Fundraising, and Alaska Airlines Acquires Hawaiian
Scott breaks down his wins and loses amid crypto’s bull market this year. He also shares his thoughts on the state of the airline industry and whether or not Hawaiian Airlines could make a good merger arbitrage trade. Finally, he and Ed discuss why Elon Musk needs to raise $1 bil ... Show More
39m 35s
Jun 2023
Prof G Markets: Mutiny in Russia, Adobe’s AI Rally, and the Threat of a UPS Strike
This week on Prof G Markets, we open with how the mutiny in Russia might impact the global markets. Scott then shares his thoughts on why the U.S. housing supply is so constrained, and what to do about it. He also discusses the package delivery market and what might happen if one ... Show More
48m 6s
Sep 2021
Jobs Day: U.S. Hiring Slows Amid Delta Concerns (Podcast)
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, talks jobs and markets. Skylar Woodhouse, Reporter for Bloomberg News, discusses the aftermath of Hurricane Ida in New York City. Tom Bohn, President & CEO of the Association ... Show More
34m 27s
Mar 2024
Prof G Markets: Is Boeing a Buy? AI Picks & Shovels (and Scott’s Ketamine Trip)
Scott shares the most impactful parts of his recent (and totally unrelated to the markets) ketamine trip. Then George Ferguson, senior Aerospace, Defense, and Airline analyst for Bloomberg Intelligence, joins the show to break down what Boeing’s crisis means for the future of the ... Show More
1h 4m
Oct 2022
Prof G Markets: Margin Calls, Private Jets, Meta Teams Up With Microsoft, and Unpacking the Fed
This week on Prof G Markets, Scott explains why margin calls may have played a role in John Foley's departure from Peloton. He then offers his thoughts on Meta’s continued pursuit of the metaverse, and shares his experience of owning and selling a private jet amid a red-hot priva ... Show More
29m 17s
Feb 2024
Should the Airline Sector Get a Bailout?
<p>In this episode, hosts Ian Dunlap, Troy Millings, and Rashad Bilal discuss the current state of the airline sector and whether it is in need of a bailout. They delve into the financial performance of major airlines such as JetBlue, Southwest, United Airlines, and Delta, highli ... Show More
12m 7s