Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war. She unpacks the current state of U.S.-China negotiations and why a deal remain ... Show More
Yesterday
Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race
Ed breaks down Trump’s latest tariff updates, explains why Shein is pursuing a Hong Kong IPO, and unpacks why Tesla is falling behind Chinese competitors in the EV race. Check out our latest Prof G Markets newsletter Further reading: Michael Dunne for the NYT on why Americans can ... Show More
27m 57s
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
Jun 5
China’s Collapse, America’s Rise, and What Comes Next — with Peter Zeihan
Peter Zeihan, a geopolitical strategist and founder of Zeihan on Geopolitics, joins Scott to discuss why he’s bearish on China, bullish on U.S. demographics, and skeptical of AI. Follow Peter @ZeihanonGeopolitics. Algebra of Happiness: good friends, hard truths. Help us plan for ... Show More
1 h
Sep 2024
Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
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Spotify
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 debate an ... Show More
54m 31s
Jul 2024
Why China Dominates the EV Market, How We Operate the Prof G Media Business, and How to “Rich”
Scott speaks about the Chinese EV market, specifically how China has an advantage in the EV race due to costs. He then discusses Prof G Media’s business model and why he hasn’t moved the show behind a paywall. He wraps up with advice to someone who has suddenly come into a signif ... Show More
20m 36s
Apr 7
The Impact of Trump’s Tariffs on the Rest of His Agenda
P.M. Edition for April 7. Amrith Ramkumar, who covers tech policy for the Journal, discusses how President Trump’s tariffs risk undercutting his goals of curbing inflation, supporting U.S. manufacturing and boosting a build-out of AI data centers. Plus, Trump threatens China with ... Show More
12m 36s
May 12
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
1h 1m