Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value.
Further reading: https://www.lynalden.com/
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Today
Even Nvidia Can’t Rescue the Market From the Fear Cycle
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies. ... Show More
1h 18m
Nov 21
JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he ... Show More
1h 8m
Nov 20
Nvidia Earnings Brush Off AI Bubble Fears — For Now
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the s ... Show More
35m 22s
Sep 2024
Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
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Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debat ... Show More
50m 31s
Sep 2024
What Happened to 23andMe? Why Harris’ Plan to Tax Unrealized Gains Makes No Sense, and Time Really is Money
Scott speaks about the business of 23andMe, specifically how it illustrates what happens when growth companies don’t meet their growth expectations. He then discusses Kamala Harris’ plan to tax unrealized gains and why he doesn’t support it. He wraps up with a conversation on way ... Show More
19m 26s
Feb 2025
Scott’s Thoughts on Bitcoin, How to Stand Out When Applying to a Job, What to Do With an Inheritance
Scott talks about Bitcoin, explaining why it won’t replace traditional investments and why long-term diversification matters. He then shares tips on standing out in job applications and gives advice on investing inheritance money.
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18m 17s
Jan 2025
BTC217: MicroStrategy 2025 w/ Jeff Walton (Bitcoin Podcast)
Join us as Jeff Walton unpacks MicroStrategy's innovative financial strategies, including leveraging Bitcoin volatility, issuing convertible bonds, and building a balance sheet of permanent capital. We dive into valuations, ETF dynamics, accretive dilution, and what it means to b ... Show More
58m 22s
Jan 2025
Prof G Markets: The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
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Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Bri ... Show More
47m 40s
Jan 2025
BTC219: The Big Print w/ Lawrence Lepard
This episode dives deep into the systemic issues of broken money, the hidden impact of inflation, and the concentration of power in financial systems. Our guest unpacks how sound money, Bitcoin, and decentralization could lead to a fairer, more stable society. We discuss historic ... Show More
54m 46s
Sep 2023
Crypto is dead. Long live crypto! - Ivan Vantagiato
In this episode, James Harris, WPP’s Global Planning and Strategy Director, chats with cryptocurrency expert and influencer Ivan Vantagiato about what lies ahead for crypto and why its most valuable currency must become trust. *** This podcast is for educational purposes. The dis ... Show More
39m 16s