Market Review: Betting on Elections and Stock Movements

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 thinks Elliott's new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have become the premier way to monetize attention. Finally, Ed and Scott discuss the college consulting industry and explain why they think the business will only continue to grow. 

Order "The Algebra of Wealth," out now

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgpod:

• Instagram
• Threads
• X
• Reddit

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices