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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, arguing there was no strong reason to block the deal in the first ... Show More
Aug 14
The Week: The Half-Trillion-Dollar AI Loop
George Hahn connects the dots across the week’s biggest stories: why Nvidia is helping finance the customers buying its chips, what a weak jobs report reveals about the American economy, and how technology is reshaping our relationships. Plus, Scott and Jess discuss America’s dec ... Show More
18m 57s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
Follow Prof G Markets:
Apple Podcasts
Spotify
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 i ... Show More
50m 12s
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
May 2025
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 23s
Apr 2025
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They break down what may have just been the greatest day of insider trading in history, assess the damage to American 401Ks, and explore ... Show More
58m 57s
May 2025
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the T ... Show More
1h 7m
Sep 2025
Wall St. Thirsts For Tariff Refunds & AI ‘Workslop’ Costs Millions
Episode 678: Neal and Toby talk about why some Wall St. firms are hoping the Supreme Court strikes down Trump’s tariffs which could lead to a massive influx of refunds. Then, AI was meant to increase productivity when, actually, it causes more work than necessary. Also, China tak ... Show More
30m 50s
May 2025
Why the U.S. Can’t Break Up with China — ft. Alice Han
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 ... Show More
1 h
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
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