Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott’s new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have become the premier way to monetize attention. Finally, Ed and Scott discuss the college consulting industry and explain why they think the business will only continue to grow.
Archives: Podcasts
Will a Bazooka Stimulus Revive China’s Economy? — ft. Alice Han
Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show to break down the latest fiscal policies coming out of China. She also shares how she thinks about investing in Chinese markets, discusses the likelihood that China will invade Taiwan, and explains why China’s trade surplus is causing problems for the country.
Scaling Airbnb, Founder Mode, and What’s Next for Travel — with Brian Chesky
Brian Chesky, the co-founder and CEO of Airbnb, joins Scott to discuss the latest for Airbnb including their Co-Host Network, how the company views AI, and how it is a leading indicator for the broader economy. Brian also shares his thoughts on his viral moment around Founder Mode and what’s next for the platform.
Algebra of Happiness™: don’t keep score.
What Impacts Will AI Have On Hiring? What to Do if You Get Laid Off, and Being a Dad
Scott discusses the human resources industry, specifically how AI will disrupt the hiring process. He then gives career advice to a listener who is struggling to land steady income after being laid off. He wraps with thoughts on what it means to be a dad.
The Gender Gap, Media Blitzes and Misinformation
Scott Galloway and Jessica Tarlov break down the latest political shakeups just three weeks before Election Day. They dive into new polls showing tight races in key battleground states, explore Harris and Trump’s competing media strategies, and tackle Trump’s controversial hurricane conspiracy claims and the broader impact of misinformation on disaster relief.
Hindenburg Shorts Roblox + Germany’s Shrinking Economy
Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remedies for the Google antitrust case, and a potential delay in Cerebras Systems’ IPO. Then they break down Hindenburg’s accusations against Roblox and discuss why its business model is so problematic. Finally, they break down Germany’s economic issues and why the country’s lack of spending might be the root cause of its problems. For our take on the Tesla robotaxi event and the stock’s resulting drawdown, tune in on Thursday.
What’s the Biggest Threat to the U.S. Economy’s Soft-Landing? — ft. Mark Zandi
Scott and Ed open the show by discussing Starboard Value’s activist stake in Pfizer, the end of the Longshoremen’s strike, and Ben Horowitz’s decision to donate to Kamala Harris’s campaign. Then Mark Zandi, Chief Economist of Moody’s Analytics, joins the show to discuss the recent jobs data and why he’s confident that the Fed has stuck the landing. He also shares which Presidential candidate he thinks would be better for the economy. Finally, he breaks down where he thinks the housing market is headed and offers a solution to the housing affordability crisis.
Modern Medicine and its Blind Spots — with Dr. Marty Makary
Dr. Marty Makary, a renowned surgeon and professor at Johns Hopkins, public health expert, and a two-time New York Times bestselling author, joins Scott to discuss his latest book, Blind Spots: When Medicine Gets It Wrong, and What It Means for Our Health. They go over topics including the issue of overmedication, weight loss drugs, and the food industrial complex.
Follow Marty, @MartyMakary.
Scott opens with his thoughts on the film and TV industry in Los Angeles. He then gets into the future of the search industry, specifically how Google’s stranglehold on the $300 billion search ad market is starting to weaken.
Algebra of Happiness™: find your tribe.
The Future of Cable TV, How to Market a Humanities Degree After Graduation, and Should I Become a U.S. Citizen?
Scott discusses the cable TV industry, specifically what has led to its structural decline and what that means for major sports leagues and the consumer. He then shares how to market a humanities degree, explaining why storytelling is the core competence. He wraps up with advice to a listener considering U.S. citizenship.
October Surprises and the Final Campaign Stretch
Jessica Tarlov and Scott Galloway discuss Jack Smith’s filing and what it means for the Trump Campaign. They also give their thoughts on Harris’s media tour, recent endorsements for both the candidates, Melania Trump and her memoir, and the year it’s been since the October 7th Hamas attack.