Scott shares his thoughts on Tesla’s lackluster earnings and explains how the electric vehicle industry has suffered from overinvestment. He also breaks down why Tesla’s stock could suffer if Trump doesn’t get elected. Then, Scott and Ed discuss Zyn’s popularity among Gen Z and the dilemma that comes with investing in sin stocks.
Archives: Podcasts
Appealing to the Swing States + How to Be a Better Negotiator
Jessica Tarlov joins us again to discuss what happens now that Biden is out of the race. We hear why we should be bullish on Kamala Harris, be sad about the way Biden had to bow out, and get excited about the election. Follow Jessica’s reporting @JessicaTarlov.
We’re then joined by Chris Voss, the former lead FBI hostage negotiator and bestselling author of, “Never Split The Difference.” He shares how negotiation plays a role in all aspects of our lives.
Algebra of Happiness™: separate the person from their politics.
Harris vs. Trump: The Markets React — ft. Robert Armstrong
Robert Armstrong, US financial commentator for the Financial Times, joins the show to break down a question: is the election moving the markets, or is it inflation? He shares his thoughts on why small-cap companies are surging, and discusses why the Federal Reserve has good reason to cut rates in July, but likely won’t until September.
Shein’s Alleged IP Theft, What Qualities Do You Look For When Hiring? and How to Make a Mid-Career Pivot
Scott speaks about Shein’s design practices, specifically its alleged IP theft. He then discusses the qualities he looks for in hiring/promoting, and wraps up with advice to a listener looking to make a mid-career pivot.
Why is Silicon Valley Backing Trump? + A Glasses Company Acquires Supreme
Scott shares his thoughts on why Trump has attracted some of Silicon Valley’s most powerful donors. He also explains why he doesn’t recognize America anymore, especially since his move to London. Then, Scott and Ed discuss possible motives for EssilorLuxottica acquiring Supreme and explain how the eyewear company’s monopoly on glasses has flown under the radar for so long.
The Trump Trade & The Vibecession — ft. Kyla Scanlon
Kyla Scanlon, author of “In this Economy? How Money and the Markets Really Work,” joins the show to discuss how political uncertainty is moving the markets and how to act accordingly as an investor. She also shares two investment areas the tech sector needs to focus on, breaks down the comeback story of a top-performing stock, identifies some solutions to America’s trapped housing supply, and shares some tips for staying courageous in the face of criticism.
‘Cultural Heroin’ and the Road to the Election
Two guests join us today. First up, Jessica Tarlov reports live from the RNC. We hear about the overall vibe, the aftermath of the attempted assassination of Trump, and what we need to think about leading up to the election. Follow Jessica and her reporting, @JessicaTarlov.
Afterward, we hear from Reid Hoffman about Biden’s decision to stay in the presidential race, the state of AI, and “woke-ism” and its place in American universities.
We also get an update on Scott’s whereabouts.
Algebra of Happiness™: be humble & forgive yourself.
What Role Does Airbnb Play in Housing Affordability? The Danger of Microplastics, and Raising American Kids in the UK
Scott speaks about Airbnb’s role – if any – in the crisis of housing affordability and what its future looks like amid increasing regulations. He then discusses the danger of microplastics and wraps up with advice on raising American children in the UK.
Prof G Markets: Nike’s Dramatic Downfall & Britain’s Road to Economic Recovery
Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a client at L2, and considers if the stock is a buy. Finally, Scott and Ed discuss the state of the UK economy post-election and Ed identifies his largest point of concern with the Labour party’s manifesto.
Global Elections, Foreign Affairs, and National Security — with Admiral James Stavridis
Admiral James Stavridis, a retired four-star U.S. naval officer, and currently Partner and Vice Chairman of Global Affairs for The Carlyle Group, joins Scott to discuss foreign affairs and the wars in the Middle East and Ukraine.
Scott opens with his thoughts on Biden remaining in the race.
Algebra of Happiness™: be open-minded.