A thrice-weekly podcast offering Scott’s fresh and irreverent perspective. Mondays episode focuses on Market news. On Wednesdays Scott answers listeners’ questions and Thursdays Scott goes deep in a conversation with a ‘blue-flame thinker’ shaping the innovation economy.
To submit a question to the pod, please visit officehours.profgmedia.com
August 29, 2022
Markets: Prof G Markets: AMC APE, Private equity and Twitter’s whistleblower
This week on Prof G Markets, Scott shares thoughts on nuclear power, AMC’s APE preferred shares, and how private equity works. In this week’s deep dive, we dig into the details on Twitter’s recent whistleblower.
August 15, 2022
Markets: Prof G Markets: Elon sells Tesla (stock), the Inflation Reduction Act, Coinbase and Stock-based compensation
This week on Prof G Markets, Scott interprets Elon’s $7 billion Tesla stock sale and what it might mean for his control of the company, breaks down the implications of the huge climate bill, a.k.a. the Inflation Reduction Act, and weighs the pros and cons of Coinbase’s heavy reliance on stock-based compensation.
August 08, 2022
Markets: Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt
This week on Prof G Markets, Scott deciphers the market’s disparate responses to strong earnings announcements from Uber and Airbnb, and what it tells us about the importance of the narrative over numbers in stock valuation. Then we take a deep dive into Apple’s surprisingly large outstanding debt, and Scott explains why debt is a weapon, but one with two edges.
August 01, 2022
Markets: Prof G Markets: Productive Congress, Social Media Earnings, Crypto Floor, and Cloud
This week on Prof G Markets, Scott discusses the market implications of a surprisingly productive week in Congress, parses the deeper meaning of social media’s mixed earnings season (hint: it’s TikTok), and ponders whether we’ve hit bottom in certain volatile equity sectors. Plus a deep dive on the most potent value creation engine of the era: cloud.
July 25, 2022
Markets: Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors
This week on Prof G Markets, Scott evaluates the recent rise in U.S. equities, warns about external sources of downside risk, and discusses what the surging dollar tells us about currency markets, including who wins and who loses with euro parity. Then it’s the latest on the Elon/Twitter saga, and Scott’s prediction on the next front in that battle. Finally, Scott weighs in on government subsidies for the semiconductor industry.
July 18, 2022
Markets: Prof G Markets: Inflation, Interest Rates, Twitter, and AckSPAC
This week on Prof G Markets, Scott reads the tea leaves of the latest inflation and interest data, takes the market’s temperature on the latest twist to the Elon Musk-Twitter saga, and looks into the future of the SPAC.