Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes the case for nuclear as a smart long-term investment, while Ed raises concerns about China’s growing lead in energy production. Next, they unpack NATO’s plan to increase defense spending and what that means for the broader global economy. Finally, they review th ... 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
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, and p ... Show More
1h 46m
Jan 2025
Prof G Markets: The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
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Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Brian T ... Show More
47m 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 debate an ... Show More
54m 31s
Jan 2025
The Big 2025 Economy Forecast: AI and Big Tech, Nuclear’s Renaissance, Trump vs. China, and What’s Eating Europe?
Happy new year! And what better way to celebrate the freshly torn calendar page than by welcoming one of Derek's favorite writers to the show to tell us what's in store for the 2025 economy. Michael Cembalest is the chairman of market and investment strategy for JPMorgan Asset Ma ... Show More
1h 12m
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
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
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
Welcome back to Founder's Story! In this episode, Daniel Robbins sits down with Larry McDonald, founder of The Bear Traps Report and author of the newly released book, How to Listen When Markets Speak. Larry brings decades of investment expertise and invaluable insights on na ... Show More
26m 24s