Bill Pulte, the Director of the Federal Housing Finance Agency joins the show. Responding to the changes made by FICO this week. Cutting out the middle man for mortgage lenders and resellers. Then, Goldman’s CEO with a warnings about the AI hype cycle. Why David Solomon is growing worried. Plus, former SEC Commissioner Laura Unger details the impact of a gov ... Show More
Nov 19
U.S.-Saudi Investment Summit, GM CFO, Alphabet’s Threat to Nvidia 11/19/25
<p>Elon Musk and Jensen Huang take the stage at the U.S.-Saudi Investment Summit in Washington, DC. Outlining their visions for AI and cutting-edge tech. Then, the CFO of GM joins the show after presenting at a Barclays auto conference. His outlook on pricing and the impact of ta ... Show More
46m 52s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
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 Bri ... Show More
47m 40s
Sep 16
Treasury Secretary Scott Bessent: Tariffs, TikTok, & A Duel 9/16/25
<p>On the ground in London for the President’s state visit, Treasury Secretary Scott Bessent discusses tariffs, a potential trade deal with China, Federal Reserve independence, and reports of a spar between himself and Federal Housing Finance Agency Director Bill Pulte. Plus, <a ... Show More
45m 28s
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 30
SOTS 2nd Hour: Government Shutdown Impacts, A Read on the AI Trade, & LIVE: Tonight Show's Jimmy Fallon 9/30/25
<p>A possible government shutdown less than 24 hours away: </p><p>Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour in addition to the movers you should know as the quarter comes to a close. Bespoke's Paul Hickey joined Post 9 with his b ... Show More
41m 53s
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