This week on Prof G Markets, Scott examines why NVIDIA has left other chip makers such as Intel in the dust. He also explains why he’s thinking of taking up a pairs trading strategy to hedge against today’s market dynamics. And finally Scott and Ed take a listener question about where analyst estimates come from.
Archives: Podcasts
Lessons & Meditations from the Stoics — with Ryan Holiday
Ryan Holiday, an author and media strategist, joins Scott to discuss his latest book, “The Daily Dad: 366 Meditations on Parenting, Love, and Raising Great Kids.” We hear about practicing patience, rethinking our outsized reactions, and teaching discipline. Follow Ryan on Twitter, @RyanHoliday.
Scott opens by discussing Nvidia’s journey to become the next $1 trillion company.
Algebra of Happiness: it’s not about you.
Office Hours: Can Fast Fashion Be Sustainable? Thoughts on Female Leadership, and Forming Friendships Later in Life
Scott gives his thoughts on the fast fashion industry and how the industry is inherently unsustainable. He then speaks about female leadership, specifically how women can speak up in the business world. He wraps up with a discussion on male friendship.
Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban
This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott also discusses why private equity firms hold on to shares of companies in the public markets (hint: it’s a racket). Finally, in this week’s Unpack, we hear about each of the legal challenges Montana’s TikTok ban will face.
State of Play: Geopolitics, US Foreign Policy, and NATO Enlargement — with Jeffrey Sachs
Jeffrey Sachs, a world-renowned economics professor at Columbia University, joins Scott to discuss the state of the nation’s debt ceiling – specifically as it relates to military spending. We also hear Professor Sachs’ take on the broader geopolitical landscape, as well as the war in Ukraine.
Scott opens by discussing Meta’s privacy violation fine from the GDPR as well as the firm’s potential to build a Twitter competitor.
Algebra of Happiness: switching mediums.
What’s Going On in the Retail Sector, The Future of AI-driven Mental Health Care, and How Can I Help My Child to Become a Great Storyteller?
Scott gives his thoughts on the current state of the retail industry, specifically how they can reevaluate their investments in technology. He then speaks about how AI is impacting the mental health space. He wraps up with a discussion on storytelling.
Prof G Markets: Alibaba and Mercado Libre, Share Buybacks vs. Dividends, and National Credit Ratings
This week on Prof G Markets, Scott shares his thoughts on two titans of e-commerce (that aren’t Amazon), and how to assess government risk when investing. He also explains why share buybacks have surged in popularity compared to dividends. Finally, he discusses why population decline is sending national credit ratings towards junk status.
State of Banking, Media, and AI — with Andrew Ross Sorkin
Andrew Ross Sorkin shares his thoughts on the second-order effects of the banking crisis, recent media events, and AI. We also learn how Andrew is balancing work and time with his family. Follow Andrew on Twitter, @andrewrsorkin.
Scott opens by discussing Vice’s bankruptcy, and what it means for buzzy news sites. Plus, he shares his thoughts on the writers’ strike.
Algebra of Happiness: just listen.
Office Hours: Using Real Estate to Build Wealth, How to Use Your Discretionary Income, and Best Practices Around Mentorship
Scott gives his thoughts on how to use real estate to build wealth, all while being burdened by student debt. He then answers a listener’s question about whether to use discretionary income to visit other company offices. He wraps up by discussing how he thinks about mentorship.
Prof G Markets: The Writers’ Strike, the Art of the Earnings Call, & Microsoft’s Nuclear Fusion Bet
This week on Prof G Markets, Scott shares his thoughts on how the business model of television has changed, and why the new model gives the studios the upper hand in the writers’ strike. He then explains the importance of positioning a company as the hunter on an earnings call, rather than the hunted — particularly amid this AI hype cycle. Finally, he takes a look at Microsoft’s agreement to buy energy from Helion, a nuclear fusion startup, and shares why nuclear is an area he’d invest in.