Scott and Ed open the show by discussing Airbnb, Disney, and Shopify’s latest earnings, as well as X’s lawsuit against advertisers. Then they speak with Professor Rebecca Allensworth, Associate Dean for Research at Vanderbilt University, about the Google antitrust case. She breaks down the ruling, potential remedies for the situation, and what the case means for other big tech companies who are facing similar monopoly accusations.
Archives: Podcasts
Why Stocks Corrected + Second Quarter Tech Earnings — ft. Mark Mahaney
Scott and Ed open the show by discussing the global sell-off, Berkshire Hathaway’s portfolio management, and Intel’s terrible earnings. Then Mark Mahaney, senior managing director and head of internet research at Evercore, joins the show to discuss why the market’s freakout is an opportunity, not a crisis. He also shares how recent tech earnings are sending signals that we’re headed for a soft landing, not a recession. Finally, he identifies a couple small and mid-sized companies he thinks could be destined for mega-cap status.
Cold War II + An Update on Global Conflicts — with Niall Ferguson
Niall Ferguson, a historian, author, senior fellow at the Hoover Institution, and columnist at The Free Press, joins Scott to discuss why we’re currently in Cold War II, his thoughts on the US presidential candidates, and gives us an update on conflicts happening around the world. @nfergus.
Scott opens with his thoughts on the DOJ’s antitrust hammer on Google.
Algebra of Happiness™: where you live.
Why Stocks Corrected + Second Quarter Tech Earnings — ft. Mark Mahaney
Scott and Ed open the show by discussing the global sell-off, Berkshire Hathaway’s portfolio management, and Intel’s terrible earnings. Then Mark Mahaney, senior managing director and head of internet research at Evercore, joins the show to discuss why the market’s freakout is an opportunity, not a crisis. He also shares how recent tech earnings are sending signals that we’re headed for a soft landing, not a recession. Finally, he identifies a couple small and mid-sized companies he thinks could be destined for mega-cap status.
Office Hour’s Best of Business
Today, we’re kicking off a special three-part series, featuring some of our favorite Office Hours moments: Best of Business, Best of Career, and Best of Parenting.
In today’s episode, we start with Best of Business, where Scott answers your questions surrounding the brand era, big tech companies and their ethical responsibility, and when a founder CEO should step down.
Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill Ackman struggled to attract funds for his IPO, and what that says about a chronically online group of people. Note: For our analysis on Friday’s selloff, tune in to Prof G Markets on Thursday for our discussion with Mark Mahaney, Evercore’s Senior Managing Director and head of internet research.
The AI Company That Codes For You
Ed speaks with Varun Mohan and Jeff Wang from Codeium, an AI code generator. They discuss the importance of being a lean company, how their product stacks up against competitors and why having a level of paranoia has been imperative to their success.
Ozempic Bites McDonald’s, Trump’s Bitcoin Promise, & A Tesla Bull Makes His Case — ft. Dan Ives
Scott and Ed open the show by discussing SearchGPT, the latest earnings from McDonald’s, and Trump’s new stance on Bitcoin. Then Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, joins the show to discuss how he thinks Tesla can get through its current “gut-check” moment. He also shares why Google is the most underrated of the Magnificent 7 stocks and why he thinks Palantir is one of the best AI companies right now.
Is It Time to Remember the Metaverse? — with Matthew Ball
Matthew Ball, the CEO of Epyllion, a startup adviser, and the former Head of Strategy for Amazon Studios, joins Scott to discuss the updated version of his book, “The Metaverse: Building the Spatial Internet.” We hear where to be bullish, along with his thoughts on Starlink, streaming, and AI writ large. Follow Matthew, @ballmatthew.
Scott opens with his thoughts on the movie business, luxury, and the Olympics.
Algebra of Happiness™: step-parents are underrated.
The Pharmacy Staffing Shortage, Is the US College Price Tag Still Worth It? and Why You Should Say Yes More Often
Scott speaks about the looming pharmacy staffing shortage in America, specifically how the concentration of power in the industry is contributing to the problem. He then discusses whether pursuing a college degree in the U.S. is still worth the cost — when compared to going to an international university. He then wraps up with advice to a listener navigating a life transition.