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 his underestimation of global rivals. Finally, they dissect the key moments from ... Show More
Aug 8
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damodaran also shares his insights on AI hype, Google’s valuation, and why chasing “t ... Show More
1h 4m
Aug 7
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show ... Show More
37m 22s
Aug 6
Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareholders have filed a class action suit against the company and Elon Musk. Finally, he is joined by Patrick Moorhead, Founder, CEO and ... Show More
33m 24s
Jun 2
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
1h 2m
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Apr 2025
China vs Trump: 90-Day Tariff Pause TRIGGERS Retaliation w/ Benny Johnson | PBD Podcast | Ep. 575
Political commentator Benny Johnson joins Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick to discuss Trump’s pause on tariffs and proposed 125% tariffs on China, Kevin O’Leary’s bold call for 400% tariffs, Jamie Dimon’s latest U.S. recession prediction, and And ... Show More
2h 14m
Jul 29
Kevin O’Leary: Why Trump Might Save Us, China Can’t Compete, and the Middle Class Is Screwed | PT 1
In this powerhouse episode of Impact Theory, Tom Bilyeu sits down with the legendary investor and entrepreneur Kevin O’Leary, famously known as “Mr. Wonderful” from Shark Tank. With his trademark candor and economic insight, Kevin breaks down what's really happening with America' ... Show More
55m 41s
Oct 2024
Prof G Markets: Can A Podcast Change Southwest Airlines? + The College Consulting Business
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Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thi ... Show More
59m 3s
Aug 11
What C.E.O.s Really Think About Trump’s Tariffs
Last week, President Trump hit many countries with yet another round of punishing tariffs. So far, the economy has been resilient in the face of his trade war, but it’s unclear how long that will last.Andrew Ross Sorkin, editor-at-large of DealBook, discusses what C.E.O.s are tel ... Show More
28m 36s