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Apple Podcasts
Spotify
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still in ... Show More
Sep 4
The Week: When AI Escapes, and Wars Don't End
George Hahn connects the dots across the week's biggest stories: why neither side can afford to stop the war with Iran, what Dan Driscoll's resignation says about military readiness, and how 700 OpenAI agents escaped their sandbox while another model saved a thousand lives. Plus, ... Show More
24m 4s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
Follow Prof G Markets:
Apple Podcasts
Spotify
Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s
Nov 2024
Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube
Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More
52m 16s
Mar 2025
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ... Show More
53m 46s
Oct 2025
The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes do ... Show More
1h 14m
Feb 2025
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More
54m 43s