Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving ... Show More
Oct 2023
Jigar Shah on the Pathway to Clean, Cheap, and Abundant Energy
Jigar Shah is the head of the Loan Programs Office at the Department of Energy and thanks to the Inflation Reduction Act, he has hundreds of billions of dollars to lend to companies to accelerate the commercialization of clean energy technologies. The office has already been extr ... Show More
1h 2m
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
Jun 2023
DOE Loans and How to Get Them, with Jigar Shah
Have you ever wondered what it would take to get a clean energy transition loan from the US government? Jigar Shah knows all about it. An entrepreneur, podcaster, and director of the US Energy Department’s Loan Programs Office, Jigar helps businesses fund their clean energy trans ... Show More
27m 10s
Nov 2022
U.S. DOE’s Jigar Shah & the State of Carbon Removal
Jigar Shah, Director of the U.S. Department of Energy’s Loan Programs Office, shares some of the technical and finance challenges and opportunities of carbon removal solutions, and shares how transitioning his private-sector energy finance background into government leadership ha ... Show More
37m 48s
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 2022
Jigar Shah Just Became One of the Most Important Players in the Energy Transition
Jigar Shah is the director of the loan office at the Department of Energy. For years, this division has had a modest amount of money, which it used to provide financing to promising projects in energy technology. With the passage of the Inflation Reduction Act, the loan office no ... Show More
51m 12s
Oct 2021
Mr. Shah Goes to Washington
The U.S. Department of Energy is crucial for funding, researching, and testing emerging energy tech.Now, in the Biden era, the agency is orienting itself toward deployment. How difficult is that transition?Our former co-host Jigar Shah joins Stephen, Katherine, and Ed to discuss ... Show More
1h 4m
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