Scott and Ed open the show with the market’s reaction to the election, and share their initial feelings about the outcome as well. Then Anthony Scaramucci returns to the show to identify what promises Trump will or won't keep, share what he thinks about Elon’s role in the campaign, and predict who will be in Trump’s cabinet. He also offers his thoughts on th ... Show More
Yesterday
The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang
Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is star ... Show More
38m 10s
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
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
Oct 2016
P&L: We'll See A Massive Disruption in Society, Scaramucci Says
Anthony Scaramucci, founder of SkyBridge Capital and economic adviser to Donald Trump, on the economic discontent in the U.S., and his new book, "Hopping Over the Rabbit Hole." Feike Sijbesma, CEO of Royal DSM, on the outlook in China and what lies ahead for the European Union. M ... Show More
27m 52s
Nov 2024
Trump wins! How it happened and what's next
(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered ... Show More
1h 43m