Yesterday

Trump’s World Order — Live from Davos, with Niall Ferguson

Live from Davos, Scott Galloway and historian Niall Ferguson examine why today’s geopolitical moment looks less like a “new world order” and more like a return to Cold War power politics. They discuss Trump’s foreign policy tactics, China as the central global rival, the limits o ... Show More

55m 46s

Jan 21

Raging Moderates: A Year of Trump 2.0; A Decade of the War on Truth (ft. Heather Cox Richardson)

It’s officially been one year of Trump 2.0—and it’s hard to overstate just how much has changed. Trump is back in the Oval Office with fewer guardrails, a more loyal team, and a far greater willingness to push presidential power than ever before. Jessica Tarlov sits down with his ... Show More

1h 3m

Jan 20

China Decode: Did the U.S. Push Its Allies Closer to China?

In this episode of China Decode, Alice Han and James Kynge break down Beijing’s drive to pull U.S. allies closer—from Canada’s EV tariff to Europe’s growing economic hedge. They unpack China’s lopsided economy, as exports boom while consumers pull back and the property slump deep ... Show More

43m 44s

Sep 2024

OpenAI’s Exodus, the Rise of Palantir, and the Longshoremen’s Strike

Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated wi ... Show More

46m 17s

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

50m 57s

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

52m 16s

Dec 2024

The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI

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 ... Show More

41m 30s

Sep 2025

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ... Show More

35m 35s

May 2024

GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?

Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More

53m 9s

Feb 2025

Is Reddit Undervalued? + Netflix Goes After Podcasts

Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the company has significant room for growth. Scott and Ed also discuss Netflix's pote ... Show More

58m 18s

Apr 2025

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 2m

Feb 2025

Nvidia Sees Mixed Outlook After Two Years of Blowout Results

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter tha ... Show More

30m 17s

Dec 2024

Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor

Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of Micr ... Show More

1h 15m

Prof G Markets: The TikTok Showdown, Uni...