Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as a strategic branding victory for the Trump administration and will likely enhance Oracle’s influence within the tech industry. Ed offers his thoughts on what the project reveals about the evolving AI industry. Finally, Scott discusses his stake in a Colombian soccer team, explaining how the deal came about and how it aligns with his broader investment strategy.
Archives: Podcasts
$TRUMP, What’s Next For TikTok, and The State of the Streaming Wars — ft. Rich Greenfield
Scott and Ed open the show by discussing how the markets reacted to the inauguration, Trump and Melania’s new meme coins, and a record-breaking year for investment in global ETFs. Then Rich Greenfield, Partner and Media & Technology Analyst at LightShed Partners, joins the show to discuss the shifting media landscape. He predicts what will happen to TikTok this year and explains why he’s bearish on YouTube Shorts. Rich also gives his take on David Ellison’s purchase of Paramount, shares what he thinks will happen to the Murdoch empire, and breaks down the evolving dynamics of sports programming.
How This German Founder Built The Nation’s Most Valuable Startup
Ed speaks with Alex Rinke, co-founder and co-CEO of Celonis, a process mining and intelligence company. They discuss how his management style evolved as the company scaled, the challenges facing Europe’s startup scene, and his advice for founders navigating the fundraising process.
Conversation with Mel Robbins — The “Let Them Theory” and How It Can Change Your Life
Mel Robbins, an award-winning podcast host, New York Times bestselling author, and renowned expert on mindset, behavior change, and personal growth, joins Scott to discuss the transformative ‘Let Them Theory.’ She shares how this simple yet powerful concept can improve your life and strengthen your relationships.
Her latest book, The Let Them Theory: A Life-Changing Tool That Millions Can’t Stop Talking About, is available now.
Follow Mel, @melrobbins.
Algebra of Happiness™: don’t ask, just help.
Top Geopolitical Risks of 2025 — with Ian Bremmer
Ian Bremmer, the president and founder of the Eurasia Group, joins Scott to discuss what he believes are the year’s top geopolitical risks. These risks include the breakdown of the global order, Trump’s return to office, along with escalating tensions between major powers all over the world.
Follow Ian, @ianbremmer.
Scott opens with his thoughts on Surgeon General Dr. Vivek Murthy’s advisory warning that alcohol consumption is a leading cause of cancer.
Algebra of Happiness™: success is a series of small actions, every day.
The Blue Flame Thinkers of 2024
We’re listening back to some of our favorite conversations from the past year.
The Future of General Motors, How to Be a Good Manager, and Advice to a High School Senior
Scott discusses GM’s outlook and then gives advice on transitioning into a management role in your company. He wraps up with more advice, to a high school senior gearing up for an exciting new chapter.
How to Scale Yourself, The Future of Prof G Media, and Scott’s Advice to Interns
Scott offers advice to a physician looking to scale himself and expand his scope of influence beyond his practice. He then speaks about the future of Prof G Media, specifically whether there’s a succession plan in place. He wraps up with advice to an intern hoping to receive a return offer.
The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom
Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Brian Thompson, explaining why the company appeared to downplay its successful year. He delves into how profit incentives in sectors tied to social goods can create harmful externalities. Finally, Scott and Ed review fourth-quarter bank earnings, explaining why the results are clear evidence that mergers and acquisitions are back.
LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin
Scott and Ed open the show by discussing Kalshi’s decision to appoint Donald Trump Jr. as its new advisor, a decline in tipping across America, and the economic impact of the wildfires in Los Angeles. Then Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, joins the show to discuss the key economic trends he’s watching for Trump’s second term. He explains why he thinks the private equity space is broken right now, analyzes the changing landscape of the AI industry, and shares his thoughts on the rumors that China is considering selling TikTok to Elon Musk. Andrew also offers his perspective on how journalists and legacy media should adapt to a social media era that lacks fact-checking and trust.