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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t impressed even though the company surpassed expectations. Ed shares why he still ... Show More
Jul 30
Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?
Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant f ... Show More
33m 38s
Jul 29
Why The Nasdaq Just Hit Correction Territory
Ed Elson is joined by Torsten Sløk to break down what's driving the recent tech sell-off, where he thinks markets are headed from here, and which asset classes investors should consider if they're looking to diversify beyond AI. Then, Justin Wolfers returns to discuss President T ... Show More
35m 4s
Feb 2025
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
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Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ... Show More
58m 48s
Jun 2025
Prof G Markets: Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tariffs, Trump Media’s plan to buy bitcoin and Nvidia’s first quarter earnings. Then they discuss Nippon Steel’s acquisition of U.S. Steel, a ... Show More
58m 40s
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
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
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
May 2025
Prof G Markets: 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
57m 51s