Live from SXSW at Atlassian’s Austin office, Scott and Ed break down Nelson Peltz’s white paper on Disney and the dangers of a proxy fight. They also discuss the latest TikTok ban and Scott explains why he thinks this one will work. Finally, they address the big question: given the tremendous AI-driven market rally, are we in a bubble?
Archives: Podcasts
Conversation with Arthur Brooks — The Pillars of Happiness
Arthur Brooks, a professor at Harvard University and the co-author of “Build the Life You Want: The Art and Science of Getting Happier,” joins Scott to discuss the state of happiness in the US, how to improve your own happiness, and the role religion or some other spiritual means play in one’s life.
Scott opens with his thoughts on Elon Musk and his obsession with litigation.
Algebra of Happiness: being the parent.
Office Hours: Will Vuori Be a Good Stock Pick?, Disney’s Next Move, and How to Set Your Kids up for Success
Scott gives his thoughts on whether the athleisure brand Vuori is a good stock pick ahead of its supposed upcoming IPO. He then talks about one of his stock picks of 2024, Disney, and why he believes it’s heading in the right direction. He wraps up with a conversation on how to set your kids up for success, especially when it comes to supporting them financially.
Prof G Markets: What Killed the Apple Car? Shein Eyes a London IPO, and The Granolas
Scott shares his thoughts on what might have been the final nail in the coffin for the decade-long effort to build an Apple car. He also discusses what it means for Shein to explore an IPO in the UK instead of the U.S., and explains why he’d still like to invest in the company. Finally, he and Ed take a look at a group of stocks in Europe garnering attention for a genius branding play.
Conversation with David Leonhardt — The State of the US Economy
David Leonhardt, a senior writer at The New York Times, where he writes “The Morning” newsletter, joins Scott to discuss themes from his book, “Ours Was the Shining Future: The Story of the American Dream.” We hear about the state of the US economy, investments that could fuel economic growth, and how the political parties have contributed to a decline in American prosperity.
Scott opens with his thoughts on his stock pick for 2024.
Algebra of Happiness: create a time machine.
Office Hours: Is Executive Education Worth It?, Scott’s Take on the “He Gets Us” Campaign, and Expressing Anger in the Workplace
Scott gives his unfiltered thoughts on executive education programs, specifically why he believes they’re not worth it. He then speaks about the “He Gets Us” campaign, which recently featured two ads during the Super Bowl. He wraps up with advice to a listener whose coworker yells in meetings, saying that while yelling is inappropriate in most workplace settings, anger isn’t.
Prof G Markets: Nvidia’s Superpower, Reddit’s Democratized IPO, & the Capital One-Discover Deal
Scott discusses what’s unique about Reddit’s upcoming IPO and shares his thoughts on its $60 million AI content licensing deal with Google. We also break down Capital One’s acquisition of Discover, and Scott makes a prediction around whether or not it will be approved. Finally, Scott and Ed take a look at Nvidia’s supreme impact on the global markets.
Conversation with Bradley Tusk — The Intersection of Capitalism, Entrepreneurship, and Politics
Bradley Tusk, a venture capitalist, political strategist, philanthropist, and writer, joins Scott to discuss the current state of venture capital, the upcoming presidential election, and his novel Obvious in Hindsight – which is a satirical look at how capitalism, politics, and entrepreneurship intersect.
Scott opens with his thoughts on concentration in the stock market, how the specific crowds out the general, and whether regulators should be going after companies for “addictive design.”
Algebra of Happiness: be there for your kids.
Office Hours: When to Sell Investments, Should I Take Venture Capital Money?, and Scott’s Book-Writing Career & Advice
Scott gives his thoughts on when to sell investments, specifically the variables one should consider such as portfolio analysis, taxes and diversification. He then offers advice to a listener who is wondering whether to take venture capital money to grow a consulting business. Scott wraps up with a conversation on his book-writing career, breaking down his process and providing advice to aspiring authors.
Prof G Markets: Arm’s AI Rally, Lyft’s Earnings Mistake, and Airbnb’s Trading Premium
Scott breaks down why Airbnb’s stock fell despite strong earnings, and explains why he’s considering selling some of his largest holding. He then discusses Lyft’s earnings report typo and shares a similar personal story. Finally, he takes a look at Arm’s stock and questions whether its rally is owed to AI hype or AI washing.