Aug 14
The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman
Ed Elson is joined by Gabriel Zucman to break down Prop 40, the billionaire tax proposal in California. They discuss why Gabriel thinks it’s the most effective way to tax the ultrawealthy in the state, unpack the various criticisms of the tax, and consider what its influence coul ... Show More
1h 12m
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: The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
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Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Bri ... Show More
47m 40s
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
Feb 2024
Prof G Markets: Nvidia’s Superpower, Reddit’s Democratized IPO, & the Capital One-Discover Deal
Scott discusses what’s unique about Reddit’s upcoming IPO and shares his thoughts on its $60 million AI content licensing deal with Google. We also break down Capital One’s acquisition of Discover, and Scott makes a prediction around whether or not it will be approved. Finally, S ... Show More
49m 44s
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
Oct 2023
Prof G Markets: OpenAI’s $90 Billion Valuation, FTC Takes on Amazon, and The Recession is Coming
This week on Prof G Markets, Scott shares his thoughts on OpenAI’s new valuation and Amazon’s investment in Anthropic. He also debates the FTC’s case against Amazon with Ed. Finally, he explains why he thinks a recession is on the way (for real this time).
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36m 28s
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
Oct 2025
Big Tech Breaks the Bank for AI
Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma di ... Show More
42m 1s
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, explaining why it’s a win for shareholders and a potential game-changer for reducing AI infrastructure costs. Ed explains why he thinks Am ... Show More
