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Prof G Markets

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287 snips
May 29, 2025 • 1h 14min

Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran

Aswath Damodaran, an expert in corporate finance and valuation at NYU Stern, joins to discuss intriguing market dynamics. He explains how investors may shift focus back to earnings amidst political uncertainties, particularly in the context of tariffs and rising deficits. The conversation highlights the impact of BYD's electric vehicle price cuts on market behavior and dives into the societal implications of OnlyFans amidst technological shifts. Damodaran also touches on the growing disconnect between media narratives and actual market actions.
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139 snips
May 26, 2025 • 59min

The Story of Scott’s Career

Dive into the captivating entrepreneurial journey that begins with a VHS delivery service and evolves into a thriving media company. Discover the highs and lows of starting Aardvark, a unique online pet supplies brand, and the trials faced with the gift platform Red Envelope. Experience the emotional rollercoaster of failures, resilience, and the art of navigating challenges, particularly in the world of ed tech and AI. The narrative also highlights the collaborative efforts behind content creation and the passion driving meaningful work.
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231 snips
May 22, 2025 • 1h 11min

Why America’s Credit Rating Dropped — ft. Scott Goodwin

Scott Goodwin, Co-Founder and Managing Partner of Diameter Capital Partners, dives deep into recent economic shifts. He analyzes Moody’s downgrade of U.S. credit and its implications, explaining why high-grade corporate bonds might now be a safer investment than Treasuries. The conversation also touches on universities offloading private equity and how to navigate today’s credit markets, including insights on Twitter’s debt acquisition. Prepare for a blend of financial wisdom and strategic investment advice!
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260 snips
May 19, 2025 • 1h 16min

The GOP Tax Bill, United Health’s Terrible Week, & Chinese Tech Earnings

Discover why United Health's stock plunged to a five-year low and the impact of the GOP tax bill that disproportionately benefits the wealthy. Explore the earnings reports from Chinese tech giants Alibaba and Tencent, revealing AI's rising influence in the sector. Airbnb's new services for travelers and Warner Bros. Discovery's rebranding efforts add intriguing twists to the marketplace. With a blend of humor and insight, the hosts tackle significant economic trends affecting both health care and technology.
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260 snips
May 15, 2025 • 1h 4min

Why the U.S. Can’t Break Up with China — ft. Alice Han

Alice Han, a China economist and director at Greenmantle, shares her valuable insights on U.S.-China trade relations. She discusses the ongoing trade war and why a diplomatic resolution seems distant. Alice highlights China's resilience and adaptability amid tariff escalations, painting a picture of optimism in its economic strategies. The conversation also delves into the complexities of U.S.-China negotiations, the impact of the fentanyl crisis, and how global manufacturing dynamics adapt in this competitive landscape.
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261 snips
May 12, 2025 • 1h 1min

Is Google a Buy? + Is Uber Recession Proof?

The hosts dive into Trump's trade negotiations with the U.K. and the implications for the market. They discuss how Apple might replace Google as the default search engine and its potential impact on Google's stock, highlighting the company's undervaluation. The conversation then shifts to Uber's latest earnings, with optimism stemming from societal shifts that could bode well for their future. They also touch upon the challenges of cryptocurrencies and how corporate breakups could lead to increased shareholder value.
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278 snips
May 8, 2025 • 1h 18min

The Sell America Thesis — ft. JPMorgan’s Michael Cembalest

Michael Cembalest, Chairman of Market and Investment Strategy for JPMorgan Asset & Wealth Management, shares insights on macroeconomic trends affecting investments. He discusses the risk of stagflation and provides strategies for navigating market volatility. The conversation also highlights the shift of investments overseas amid U.S. equity overvaluation and critiques recent tariffs impacting the film industry. Cembalest remains cautiously optimistic about market normalization, emphasizing the need for adaptive investment approaches in evolving conditions.
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327 snips
May 5, 2025 • 1h 11min

Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?

Discover the latest shifts in the economy with insights on the U.S. GDP contraction and the impact of trade dynamics with China. Dive into Amazon's ambitious satellite launch to compete with SpaceX, and analyze the booming earnings of tech giants like Microsoft and Apple. Uncover the implications of the Trump administration's decision to resume student loan collections, and explore the urgent need for financial education to tackle the growing student debt crisis.
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675 snips
May 1, 2025 • 1h 5min

What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney

Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore, shares invaluable insights. He argues that Google is currently the most undervalued big tech stock. Mahaney discusses the exciting strategic potential of Waymo and breaks down Uber’s market prospects. The conversation also touches on Netflix's and Spotify's recent successes amid shifting consumer behaviors and streaming dynamics, offering a comprehensive look at the tech sector's investment landscape.
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406 snips
Apr 28, 2025 • 1h 5min

The Trump Fold & Tesla’s Brand Death

In this engaging discussion, the hosts unpack Trump's controversial dinner with memecoin holders and the implications of political corruption. They spotlight alarming wealth inequality and examine Boeing's financial struggles. The conversation shifts to Trump's unpredictable policies affecting the U.S. economy and global standing. Finally, they delve into Tesla's troubling quarterly performance, highlighting the juxtaposition of declining revenue against a rising stock price and skepticism around Musk's leadership and future innovations.

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