Whitney Tilson, the founder and CEO of Empire Financial Research, joins Scott to discuss the learnings from the WallStreetBets short-squeeze and the markets more generally. We also find out why Whitney is bullish on Transportation as a Service (Taas). Follow him on Twitter, @WhitneyTilson.
Scott opens with his thoughts on the latest developments involving GameStop. Scott also explains how Apple CEO Tim Cook discussing the importance of privacy is an example of “laddering.”
This Week’s Office Hours: angel investing, why Apple should acquire Peloton over doing a partnership, and Gap’s brand strategy.
Algebra of Happiness: Marshall Plan for Moms
Reading Recommendation: Innovation & Recasting Your Life
Opening joke credit: Simon Holland
Additional Music: https://www.davidcuttermusic.com / @dcuttermusic
Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss the news surrounding GameStop and the short squeeze. Aswath also shares his thoughts on SPACs, the markets more broadly, and the importance of diversifying your portfolio. Follow him on Twitter, @AswathDamodaran.
Additional music by: https://www.davidcuttermusic.com / @dcuttermusic
Neil Irwin, a senior economic correspondent at The New York Times, joins Scott to discuss the economic learnings from the Trump-era, inflation, and his thoughts on the stimulus efforts. Neil is also the author of, “The Alchemists: Three Central Bankers and a World on Fire” and “How to Win in a Winner-Take-All World.” Follow him on Twitter, @Neil_Irwin.
Scott opens with his thoughts on why Twitter needs to change its business model and then provides a few solutions it could capitalize on and expresses the need for new leadership.
This Week’s Office Hours: Bitcoin, Amazon platform sellers, and the future of story stocks.
Lina Khan, an associate professor of law at Columbia Law School, joins Scott to discuss the latest around Big Tech’s unchecked power and the broader effects of monopolistic behavior on the economy. She shares her thoughts on how break ups could benefit the markets, why traditional antitrust laws aren’t necessarily suited for the digital market, and how the dynamics of antitrust have changed over the past couple of years. Follow Lina on Twitter, @linamkhan.
Scott begins by outlining how we could have used our $5 trillion stimulus effort to prop up Americans who needed the most help, rather than letting the rich get richer. Related Reading: The Great Grift.
This Week’s Office Hours: why Big Tech probably won’t make a move in the DTC genetic testing market and how rundles increase a company’s valuation. Have a question for Scott?
Algebra of Happiness: demonstrate more grace.
Scott and Michael Smerconish, the host of a daily radio program heard on SiriusXM’s POTUS channel and the host of CNN’s “Smerconish,” discuss their thoughts on the insurrection that took place last week at the U.S. Capitol. Michael explains how the media has led us to this polarization and shares his experience as being a radio host for the past 30 years. Follow Michael on Twitter, @smerconish.
Scott opens with why we shouldn’t applaud the tech CEOs for kicking the President off their platforms and how the violent event that unfolded last week marks a need to vaccinate our nation with a new respect for institutions and greater accountability.
This Week’s Office Hours: CPG brands, the digital advertising bubble, and a prediction about AMC Theatres.