Yesterday

Bonds Are Warning Of A Global Inflation Crisis

Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his thoughts on why bond investors are fed up w ... Show More

37m 34s

Sep 2

Geopolitical Expert: Iran War May Drag On For Years

Ed Elson is joined by Ian Bremmer to break down the latest attacks in Iran and why the markets are finally pricing in a longer war. Then, Jonathan Kanter joins the show to unpack the FTC’s new lawsuit against Amazon and give his take on Meta’s “big tobacco” moment. Finally, Ed sh ... Show More

32m 38s

Sep 1

Why Bessent Tried To Rescue The Bond Market (And Failed)

Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not it raises larger concerns for the industr ... Show More

35m 27s

Oct 2024

Prof G Markets: Can A Podcast Change Southwest Airlines? + The College Consulting Business

Follow Prof G Markets: Apple Podcasts Spotify 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

Sep 2024

Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

Follow Prof G Markets: Apple Podcasts Spotify 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

Mar 2025

Prof G Markets: GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. Then they analyze Engine Capi ... Show More

1 h

Feb 2025

Prof G Markets: Spotify’s First Year of Profitability + Is Google Losing its Edge?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could driv ... Show More

53m 28s

Jan 2025

Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club

Follow Prof G Markets: Apple Podcasts Spotify 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

Dec 2024

The Future of Podcasting, Scott’s Investing Advice, and Choosing Between Career and Family

Scott discusses the future of podcasting and gives advice on how smaller podcasts can best position themselves. He then speaks about Michael Burry’s skepticism on index investing and why he disagrees with his take. He wraps up with advice to a listener who is deciding whether to ... Show More

17m 44s

Oct 2024

Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Follow Prof G Markets: 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 Cer ... Show More

53m 5s

Aug 2022

Office Hours: Web3 Unlocks, Podcast Subscriptions vs Ads, and Transitioning to a Smaller Company

Scott takes a question on how the experience economy can benefit from web3 innovation. He then shares his thoughts on switching his podcast to a subscription model, and weighs the pros and cons of working for large and small companies. Music: https://www.davidcuttermusic.com / @ ... Show More

16m 27s

Aug 2023

Office Hours: The Business of Podcasting, Leaving Your Job To Start A Business, and the Pros and Cons of Stock Buybacks

Scott answers a question about the podcasting industry and shares advice to those interested in starting their own podcast. He then discusses what he thinks about stock buybacks and wraps up with advice to a new father who is thinking about leaving his job in private equity to st ... Show More

20m 49s

Nov 2024

Prof G Markets: ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT ... Show More

50m 57s

Can A Podcast Change Southwest Airlines?...