This week on Prof G Markets, Scott reflects on a year in markets defined by the war in Ukraine, inflation, and the decline of risk capital. He shares his main takeaways from 2022 as well as what he hopes investors learned from the year.
Archives: Podcasts
The State of the Global Automobile Market – with Jim Rowan, CEO of Volvo
Jim Rowan, the CEO of Volvo, joins Scott to discuss the state of play in the global automobile market including the rise of electric vehicles, disruptions to the traditional automakers, and the winners and losers in the space. Scott opens with his thoughts on Facebook threatening to remove news from its US platform as well as a poor branding decision by Warner Bros Discovery. Algebra of Happiness: reach out to someone.
Office Hours: Google and Antitrust Legislation, Should I Go To Law School or Follow My Passion? Moving for a Dream Job
Scott takes a question about antitrust lawsuits and Google. He then shares his thoughts with a journalism student questioning whether they should go to law school, and ends with advice on prioritizing career opportunities.
State of Play: Inflation, Recession Signals, and the Housing Market — with Mark Zandi
Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi.
Scott opens with his thoughts on investing in Chinese stocks.
Algebra of Happiness: Communicating with your elderly parent.
Prof G Markets: Robinhood’s Retirement Accounts and Disney’s Next Move — with Aswath Damodaran
This week on Prof G Markets, Scott shares his thoughts on why Robinhood is starting to offer retirement accounts. Then Aswath Damodaran, a professor of finance at NYU Stern, joins Scott for a Lightning Round on Apple, Amazon, Bob Iger, Chinese stocks, and opportunities in the markets. Finally, we hear a prediction for Disney in 2023.
Office Hours: Online Sales for EVs, Should I Take A Voluntary Severance Package? And Unconditional Love
Scott takes a question about e-commerce for electric vehicles. He then offers advice about taking severance before you’ve officially been laid off and ends with some reflections on unconditional love.
Prof G Markets: Tesla’s Value Destruction, Crowdstrike and Cybersecurity, and Bankruptcies
This week on Prof G Markets, Scott reflects on Sam Bankman-Fried’s DealBook Summit interview. He then explains why the cybersecurity sector is practically recession-proof, and shares his thoughts on how Elon Musk’s antics at Twitter will cause Tesla’s stock to get cut in half. And in this week’s unpack, we learn about how bankruptcies work, and whether Musk might file for one at Twitter.
Prof G Markets: Black Friday, Cyber Monday, and Consumer Culture
In this special edition of Prof G Markets, Scott shares his childhood experience of holiday sales, as well as his thoughts on a new retail tactic that’s driving consumers to stores. We also hear from Katherine Cullen, the senior director of industry and consumer insights for the National Retail Federation, on the state of retail sales in an inflationary, post-corona economy. Scott closes out the show with advice to those who’ve been laid off ahead of this week’s unemployment numbers.
Office Hours: Financial Growth vs Sustainability, What Should I Do About My Son Joining OnlyFans? And Advice for a New Father in a Demanding Job
Scott takes a question about whether the Degrowth Movement stands a chance. He then offers guidance to a mother in a tough position and finishes by sharing his wisdom on work-life balance.
Tech Valuations and The State of The Market — with Aswath Damodaran
Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss Twitter and Meta, his outlook on the economy and valuations. He also shares his thoughts on the state of the crypto market. Follow Aswath on Twitter, @AswathDamodaran.
Scott opens with his thoughts on zero-covid policies in China, Twitter and the rage machine, as well as what he’s watching on TV right now.
Algebra of Happiness: Freudenfreude