Jan 2024
Prof G Markets: Why Netflix Dominates, China’s Economic Strife, and a Year of Reckoning for Startups
Scott shares his thoughts on why VC-backed startups are burning through so much cash, and what 2024 has in store for them. He then breaks down Netflix’s latest earnings and discusses its unexpected competition. Finally, he takes a look at China’s markets in light of the country’s ... Show More
51m 48s
Jun 2023
Prof G Markets: NVIDIA’s $1 Trillion Valuation, Pairs Trading, and Understanding Analyst Estimates
This week on Prof G Markets, Scott examines why NVIDIA has left other chip makers such as Intel in the dust. He also explains why he’s thinking of taking up a pairs trading strategy to hedge against today’s market dynamics. And finally Scott and Ed take a listener question about ... Show More
40m 23s
Apr 2024
Prof G Markets: Tesla’s Terrible Earnings, the FTC’s Noncompete Ban, and 24/7 Trading at the NYSE
Scott shares his thoughts on why Tesla’s stock surged, despite worse than expected first quarter earnings. He then reflects on how a ban on noncompete agreements will be beneficial for workers. Finally, Scott and Ed discuss the benefits and drawbacks of 24/7 trading at the New Yo ... Show More
47m 50s
Oct 2024
Should We Be Worried About the Economy?, Scott’s Thoughts on Founder Mode, and the High Divorce Rate for Military Couples
Scott discusses the state of the U.S. economy, specifically how it is both prosperous and unevenly distributed. He then speaks about ‘Founder Mode’ and the evolution of how founders are seen in Silicon Valley. He wraps up with a conversation on the high divorce rate in the milita ... Show More
19m 18s
Jan 2023
Prof G Markets: Tesla’s Earnings Beat, Chevron’s Share Buybacks, and Elliott’s Salesforce Stake
This week on Prof G Markets, Scott reflects on Tesla’s latest earnings, semi-truck deliveries, and price cuts. He then offers his thoughts on the ugly side of share repurchasing programs, and explains why this will be the year of the activist investor.
Music: https://www.davidcu ... Show More
32m 53s
Feb 2024
Prof G Markets: Nvidia’s Superpower, Reddit’s Democratized IPO, & the Capital One-Discover Deal
Scott discusses what’s unique about Reddit’s upcoming IPO and shares his thoughts on its $60 million AI content licensing deal with Google. We also break down Capital One’s acquisition of Discover, and Scott makes a prediction around whether or not it will be approved. Finally, S ... Show More
49m 44s
Scott shares his thoughts on Nvidia’s incredible first quarter earnings and breaks down what its stock split means for investors. He and Ed then look at the UK’s upcoming election in light of the country’s struggling economy. Plus, they discuss some of the cultural differences they’ve experienced living in the US versus the UK.
Order "The Algebra of Wealth, ... Show More