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Prof G Markets

Latest episodes

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Aug 22, 2024 • 53min

The Corporate Lifecycle + The Market’s Fallen Heroes — ft. Aswath Damodaran

Aswath Damodaran, a corporate finance and valuation expert, dives deep into the aging process of companies, addressing the pitfalls of prioritizing growth without purpose. He critiques Intel's position and discusses revitalization strategies for Starbucks and Lululemon. He also emphasizes that geographical diversification doesn't guarantee risk management. With insights into the challenges faced by iconic brands like Nike and Tesla, Damodaran highlights the need for adaptable leadership in today's unpredictable market landscape.
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Aug 19, 2024 • 42min

Prof G Markets: How Scott Navigates Money with His Family

Scott, a financial expert and family man, shares his unique approach to discussing money with loved ones. He emphasizes the importance of having honest conversations about financial hardships. Scott connects money with effort when teaching his kids about wealth, highlighting the values of generosity and hard work. He also reflects on the emotional complexities of financial responsibilities, especially as family dynamics evolve. Ultimately, he hopes his children understand the deeper purpose of money beyond mere accumulation.
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Aug 15, 2024 • 56min

How to Build a Rich Life — ft. Ramit Sethi

Ramit Sethi, a New York Times Best Selling author and financial coach, shares insights on overcoming common money struggles. He discusses the complexities of homeownership, stressing the need for communication in financial partnerships. Ramit redefines wealth, urging listeners to focus on personal fulfillment rather than societal expectations. He explores different financial personalities and emphasizes thoughtful investment strategies. Throughout, he encourages curiosity about money and practical financial education for children.
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Aug 12, 2024 • 57min

Breaking Down the Google Monopoly Ruling — ft. Rebecca Allensworth

Rebecca Allensworth, Associate Dean for Research at Vanderbilt University, offers insights into the recent antitrust ruling against Google. She breaks down the implications of the ruling on Google and the wider tech industry, emphasizing how it could reshape the competitive landscape. The conversation dives into potential remedies for monopolistic practices and discusses broader concerns for other tech giants like Meta and Microsoft, exploring the future of regulation and innovation in the digital marketplace.
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Aug 8, 2024 • 54min

Why Stocks Corrected + Second Quarter Tech Earnings — ft. Mark Mahaney

Mark Mahaney, a senior managing director and head of internet research at Evercore, joins the discussion to shed light on the recent stock market fluctuations. He emphasizes that the market's downturn presents more of an opportunity than a crisis. Mahaney highlights that recent tech earnings signal a soft landing ahead, rather than a recession. Additionally, he identifies promising small and mid-sized companies that could soon reach mega-cap status — a potential goldmine for savvy investors.
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Aug 5, 2024 • 51min

Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

Bill Ackman, a prominent investor known for his hedge fund endeavors, joins the discussion about the wild ride of capital expenditures in AI. Scott and Ed break down Microsoft and Meta's earnings, emphasizing the steep costs tech companies are incurring in the AI arms race. They also dive into Ackman's struggles with his recent IPO, revealing insights about the disconnect between online investor enthusiasm and real-world financial realities. The conversation sheds light on the changing landscape of hedge fund dynamics amidst rising social media pressures.
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Aug 1, 2024 • 54min

Ozempic Bites McDonald’s, Trump’s Bitcoin Promise, & A Tesla Bull Makes His Case — ft. Dan Ives

Dan Ives, Managing Director at Wedbush Securities, dives into Tesla's current challenges and the importance of innovation in the fast food sector, especially with the rise of weight-loss drugs like Ozempic. He believes Google is the most underrated of the 'Magnificent 7' stocks and shares insights on why Palantir stands out in AI technology. Plus, Ives discusses Trump's evolving stance on Bitcoin and its market implications, showcasing a rich intersection of finance and consumer behavior.
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Jul 29, 2024 • 52min

Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches

In this conversation, Ed, a trend analyst focused on Gen Z habits, joins Scott to dive into Tesla's recent financial hiccups and the ramifications for the electric vehicle market. They discuss the potential impact of political shifts on Tesla's stock, while analyzing the surprising popularity of Zyn nicotine pouches among younger consumers. The duo also tackles the ethical dilemmas of investing in sin stocks, exploring the evolving landscape of substance use and how it mirrors changing values in society.
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Jul 25, 2024 • 53min

Harris vs. Trump: The Markets React — ft. Robert Armstrong

Financial commentator Robert Armstrong discusses the market reaction to the US election and inflation. He explains why small-cap companies are surging and predicts a delay in rate cuts by the Federal Reserve. They delve into Trump's impact on markets, Fed rate cut speculations, and personal investment strategies.
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Jul 22, 2024 • 42min

Why is Silicon Valley Backing Trump? + A Glasses Company Acquires Supreme

Discussion on Silicon Valley's support for Trump and EssilorLuxottica's acquisition of Supreme. Wealth inequality and aging signs, legal battles in the music industry, AI power consolidation, Trump's fundraising tactics, and strategic acquisitions in the fashion industry.

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