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Prof G Markets

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128 snips
Jun 20, 2025 • 1h 3min

Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers

Justin Wolfers, a public policy and economics professor at the University of Michigan, discusses the economic fallout from Trump’s policies. He critiques the GOP tax bill and examines the economic toll of ICE raids. Wolfers explains why tariff-driven inflation could harm the economy more than standard inflation, and he highlights the intricate links between taxation, entrepreneurship, and immigration. The conversation also touches on the complexities of trade wars and their impact on wages and prices.
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88 snips
Jun 19, 2025 • 28min

Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers

A fascinating deep dive into Nippon Steel's $14 billion acquisition of U.S. Steel reveals how a 'golden share' played a pivotal role. The discussion also tackles the Federal Reserve's decision to keep interest rates unchanged amid inflation concerns. Meanwhile, there's a notable shift in American viewing habits, with streaming now overtaking traditional TV, especially among older viewers. Insights into how platforms like YouTube are adapting their strategies to attract this demographic add an intriguing layer to the entertainment industry's evolution.
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136 snips
Jun 18, 2025 • 28min

OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay

Scott Galloway, NYU Marketing Professor, dives into the intriguing dynamics of the AI showdown between OpenAI and Microsoft, revealing how these tensions shape market competition. He also tackles the slump in homebuilder confidence due to rising costs and the impact of Zaslav's pay cuts at Warner Brothers Discovery. Their discussion raises critical questions about executive compensation in times of financial struggle, making for a thought-provoking listen that links personal and corporate governance.
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93 snips
Jun 17, 2025 • 25min

Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift

The podcast dives into the turmoil caused by the Israel-Iran conflict, showcasing its impact on global oil prices and stock markets. It discusses Meta’s controversial shift to introduce ads on WhatsApp, revealing the potential revenue boost and user reactions. The conversation also highlights a transformative moment in advertising, where tech giants are eclipsing traditional firms. Additionally, it explores the speculative world of cryptocurrency through Tron's unprecedented IPO plans, intertwined with corruption and market manipulation narratives.
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221 snips
Jun 16, 2025 • 59min

What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump

In a thought-provoking discussion, Google’s employee buyouts are critiqued for potentially pushing out top talent. They delve into the implications of the Air India crash on Boeing and the importance of crisis management. The challenges facing private equity are examined, highlighting Blackstone’s European pivot and Yale's divestments. The advertising landscape is shifting, with creators outpacing legacy media, leading to new strategies for brands. The conversation wraps up with insights into economic indicators and ethical business strategies.
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277 snips
Jun 13, 2025 • 1h 2min

Warning Signs From the Labor Market — ft. Kathryn Anne Edwards

Kathryn Anne Edwards, a PhD economist and Bloomberg News columnist, joins the discussion to dissect the latest jobs report and its implications for the labor market. She contemplates the potential threats posed by AI to employment and debates the timing of tariffs. Kathryn also critiques the GOP tax bill’s impact on the economy and shares her view on raising the federal minimum wage. The conversation dives deep into the wealth gap, advocating for policies that could promote economic fairness and support low-wage workers.
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82 snips
Jun 12, 2025 • 27min

Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again

The latest U.S.-China trade negotiations are examined, revealing a mix of hope and skepticism about their impact on tariffs and the market. Recent inflation trends prompt a deep dive into financial futures and government policies. Tesla's robotaxi launch is further delayed, stirring discussions about Elon Musk's track record and the financial consequences of these setbacks. The show humorously touches on the allure of wealth in the context of autonomous driving technology and safety concerns, alongside speculation around looming product launches.
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106 snips
Jun 11, 2025 • 27min

World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks

The World Bank reveals a stark forecast, slashing U.S. growth predictions by half this year. JM Smucker’s stock takes a hit following disappointing earnings, largely due to tariff impacts. Meanwhile, Meta makes a strategic move by investing in Scale AI, echoing acquisition patterns and raising questions about competition in the tech industry. The intertwining of tariffs and market trends presents a broader backdrop of economic worry that’s reshaping the landscape.
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98 snips
Jun 10, 2025 • 31min

Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded

Scott Galloway, a Professor of Marketing at NYU Stern, dives into the significant split of Warner Bros. Discovery into two entities, highlighting financial challenges and industry skepticism. He also shares insights on the buzz from Apple's WWDC, questioning its market impact amid growing AI competition. Additionally, Galloway analyzes Tesla's stock downgrades, the volatility stemming from Elon Musk's controversies, and how the anticipated robotaxi launch could shape the company's future. A mix of sharp analysis and engaging anecdotes makes for a captivating discussion.
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313 snips
Jun 9, 2025 • 1h 11min

Trump & Elon Break Up Over the Tax Bill

The hosts dive into Reddit's lawsuit against Anthropic and the chaos surrounding a new Trump-branded crypto wallet. They dissect the backlash to the GOP Tax Bill, questioning Musk's unexpected criticism. Shareholder outrage over CEO pay at Warner Bros. Discovery sparks a discussion on corporate governance. As venture capital pulls back from seed-stage investments, young entrepreneurs face mounting challenges, prompting a call for adaptability in this shifting financial landscape.

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