Prof G Markets: Paying for Crypto’s Sins — with Mike Novogratz

This week on Prof G Markets, Scott speaks with Mike Novogratz, the founder and CEO of Galaxy Investment Partners, about crypto sociopaths and what it was like to look Sam Bankman-Fried in the eye just weeks before FTX’s collapse. They also discuss what’s next for Binance, government regulations, and why Mike doesn’t want Bitcoin to go to $1 million any time soon.

Prof G Markets: Liquidity and Portfolio Management in an Inflationary Decade — With Lyn Alden

This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportunities in mispriced assets, and how commercial real estate is unraveling like a slow motion train wreck.

How Chips Rule the Modern World — with Chris Miller

Chris Miller, an Associate Professor of International History at Tufts University, and the author of “Chip War: The Fight for the World’s Most Critical Technology,” joins Scott to discuss how chips became the new oil, who the major players are, and how these tiny materials created the modern world. Plus, we learn more about China and Russia’s unique relationship.

Scott opens by discussing Twitter, Q1 2023 results, and why he does not think we should pause AI developments.

Algebra of Happiness: just book it.

Prof G Markets: First Citizens Acquires SVB, Hindenburg Shorts Block, and Nike vs. Hermès

This week on Prof G Markets, Scott shares his thoughts on Silicon Valley Bank’s new owner and explains why distressed assets are some of the best places to invest. He also shares his thoughts on why he thinks Hindenburg’s latest short position might be a reach, and takes a look at the latest earnings from specialty retail including Lululemon, Nike, and Hermès.

Behind the Scenes of SVB’s Collapse + A Vision for America — with Ro Khanna

Representative Ro Khanna joins Scott to discuss several topics including TikTok, SVB, and his agendas for a “new economic patriotism.” Follow Ro on Twitter @RepRoKhanna.

Scott opens by discussing why distressed assets are a great buy, Twitter’s $20 billion valuation, and why Alibaba splitting into six separate businesses is a smart move for shareholders.

Algebra of Happiness: everyone needs applause.