Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have becom ... Show More
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
Nov 19
How Big Tech’s Debt Machine Is Powering the AI Boom
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the ... Show More
31m 50s
Oct 2024
Prof G Markets: Can A Podcast Change Southwest Airlines? + The College Consulting Business
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Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he ... Show More
55m 3s
Mar 2025
What Comes After the Podcast Election, Scott’s Advice to Federal Employees, and an Update on Scott's Company, Section
Scott discusses the evolving role of podcasts in political influence and campaign spending. He then offers advice to a federal worker worried about DOGE cuts, and wraps up with an update on his company, Section.
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24m 7s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
Jan 2025
Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
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Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as ... Show More
51m 51s
Sep 2024
Scott Galloway's No Bullsh*t Business Advice for Creative People
Today on the Colin and Samir Show, we interview Scott Galloway. Scott is an entrepreneur, speaker, creator and marketing professor that we've admired for a long time. In this episode, we hear Scott's thoughts on the creator economy, his career advice for young people, predictions ... Show More
1h 21m
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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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 ... Show More
55m 7s