Prof G Markets The Trump Trade & The Vibecession — ft. Kyla Scanlon
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Jul 18, 2024 
Kyla Scanlon, author of "In This Economy? How Money and the Markets Really Work," dives into the effects of political uncertainty on market trends. She reveals crucial investment areas for tech and elaborates on a top-performing stock's comeback. Scanlon discusses America's housing supply crisis and suggests zoning reforms for better affordability. Lastly, she emphasizes the importance of bravery in entrepreneurship amid criticism. Tune in for her insights on navigating the current economic landscape!
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Google's Wiz Acquisition and Trump's Election
- Google likely sees a high probability of Trump's election, influencing their Wiz acquisition decision.
- They might be less confident in the deal if Biden's re-election seemed more certain.
Advice for Wiz Employees
- If you work at Wiz, ignore the news about the acquisition and focus on your work.
- The deal's future is uncertain, requiring extensive scrutiny and time.
Mitigating Uncertainty
- Wiz employees should sell most of their shares in the secondary market to secure a win.
- This mitigates uncertainty despite Alphabet's acquisition premium.
