logo
episode-header-image
Nov 2024
55m 9s

Prof G Markets: Winners and Losers Under...

VOX MEDIA PODCAST NETWORK
About this episode

Follow Prof G Markets:


Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see the biggest gains and losses under the Trump administration. They also discuss which regulators will survive the Trump administration and explain what the market is telling us about the future of housing prices. 

Check out Prof G Markets in Spanish and Portuguese on Youtube. 

Order "The Algebra of Wealth," out now

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgpod:


Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Up next
Yesterday
Raging Moderates: Trump’s Art of No Deals
What will America look like in the (very) near future? Scott and Jessica talk through what to expect, with the White House announcing a new round of tariff threats and the GOP budget bill now signed into law. Plus — unraveling the moral priorities of Congressional Republicans, wh ... Show More
1h 6m
Jul 7
How the Prof G Pod Gets Made, What Does It Mean to Be Rich? and What Really Matters in Hiring
Scott kicks things off with a behind-the-scenes look at how The Prof G Pod comes together. He then unpacks what it really means to be a “baller.” Finally, he shares thoughts on what actually matters when hiring new talent, including how we hire here at Prof G Media. Want to be fe ... Show More
23m 59s
Jul 6
First Time Founders with Ed Elson – This Founder is Disrupting Our Addiction to Our Phones
Ed speaks with Graham Dugoni, founder and CEO of Yondr, a company that creates lockable pouches to promote phone-free spaces. They discuss how smart phones have negatively impacted society, why schools have struggled to go phone-free, and how he runs his company without a smart p ... Show More
59m 56s
Recommended Episodes
Apr 7
The $6.6 Trillion Sell-off
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump determined the tariff rates, what the tariffs will do to company earnings and the real economy, and offer advice on how to deal with t ... Show More
1h 8m
Apr 14
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More
1h 2m
Nov 2024
Trump Wins — ft. Anthony Scaramucci
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 campaig ... Show More
1h 9m
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
56m 16s
Jan 2025
LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin
Scott and Ed open the show by discussing Kalshi’s decision to appoint Donald Trump Jr. as its new advisor, a decline in tipping across America, and the economic impact of the wildfires in Los Angeles. Then Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and ... Show More
58m 28s
May 5
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the T ... Show More
1h 11m
Apr 21
Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including h ... Show More
1h 6m
Nov 2024
ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)
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 to take its business to the woodshed and why he th ... Show More
54m 57s
Oct 2024
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recen ... Show More
58m 58s
May 12
Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More
1h 1m