Yesterday
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation w ... Show More
25m 45s
Aug 1
Insurance-palooza! All You Need to Know to Protect Your Income and Wealth
It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking ... Show More
27m 9s
Jul 31
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ... Show More
40m 43s
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
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
May 2019
Quick Takes on Uber, Apple/Qualcomm, Pinterest, Brexit, and More
Youngme Moon, Felix Oberholzer-Gee, and Mihir Desai offer short takes on six different topics, including: Uber’s S-1, Apple and Qualcomm settling their lawsuit, Pinterest’s prospects as a public company, Brexit, and the best TV shows about business.Some recent picks:Sec.gov (to d ... Show More
31m 58s
Jan 2023
Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
This week on Prof G Markets, Scott shares his thoughts on Nelson Peltz’s activist investment in Disney. He then explains why Goldman reported its largest earnings miss in a decade. Finally, Scott discusses the business of dating apps like Hinge, and sources some personal experien ... Show More
38m 15s
May 2023
Everything’s Coming up AI!
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.
47m 15s
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
Mar 2025
Prof G Markets: GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
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Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. Then they analyze Engine Capi ... Show More
1 h
Jan 2023
Prof G Markets: Tesla’s Earnings Beat, Chevron’s Share Buybacks, and Elliott’s Salesforce Stake
This week on Prof G Markets, Scott reflects on Tesla’s latest earnings, semi-truck deliveries, and price cuts. He then offers his thoughts on the ugly side of share repurchasing programs, and explains why this will be the year of the activist investor.
Music: https://www.davidcu ... Show More
32m 53s
Disney Plus works its magic. WeWork falls down on the job. Best Buy rewards investors. And Constellation Brands unloads some cheap beer. Analysts Andy Cross, Ron Gross, and Jason Moser discuss some of the year’s top business stories, stock market surprises, underappreciated stories, and dumb investments. We share why Chipotle, Microsoft, and Target each have ... Show More
