Scott and Ed open the show by discussing why a federal judge blocked Kroger’s acquisition of Albertsons, Warner Bros. Discovery’s decision to restructure its business, and Eli Lilly’s plans to test its GLP-1 drug as a treatment for addiction. Then Ed breaks down Google’s innovation in quantum computing, outlining its potential business use cases. Scott explains why the market is responding positively—even as the broader implications remain unclear. Finally, they discuss Saudi Arabia’s successful bid to host the 2034 World Cup and debate whether it’s a smart long-term investment for the country.
Archives: Podcasts
The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee
Scott and Ed open the show by discussing Omnicom’s acquisition of Interpublic, an update on the TikTok ban, and OpenAI’s new ChatGPT pro subscription. Then Tom Lee, the co-founder, managing partner and head of research at Fundstrat Global Advisors, joins the show to discuss his outlook for 2025, including why the S&P might hit 7,000 next year before retreating in the second half. He explains why he thinks small and mid-cap stocks will be successful, and why he believes the dollar could maintain dominance in a more Bitcoin friendly world. Tom also breaks down the potential downsides of AI, tariffs, and the Department of Government Efficiency.
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon’s decision to build a supercomputer, explaining why it’s a win for shareholders and a potential game-changer for reducing AI infrastructure costs. Ed explains why he thinks Amazon could be one of the first companies to truly disrupt the semiconductor market. Finally, they discuss OpenAI’s decision to go into livestreaming and explain what its surge in popularity could mean for the future of content creation.
Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor
Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of MicroStrategy, joins the show to discuss why MicroStrategy went all in on Bitcoin and how the company is securitizing the cryptocurrency. He explains why MicroStrategy pivoted from a business intelligence firm to a Bitcoin treasury company. Finally, he addresses the risk of that strategy, and why he’s confident in Bitcoin’s ability to stay interesting.
How Regret Motivates Us — with Daniel Pink
Daniel Pink, the author of five New York Times bestselling books including Drive: The Surprising Truth About What Motivates Us and To Sell is Human: The Surprising Truth About Moving Others, joins Scott to discuss regret, human motivation, and his Washington Post column, “Why Not?”
Airbnb’s Role in America’s Housing Crisis, How To Be a Successful Entrepreneur, and Spending Money in Your Twenties
Scott discusses the impact of home-sharing companies, including Airbnb and Vrbo, on the housing affordability crisis. He then gives advice to entrepreneurs and wraps up with his thoughts on how to balance being frugal while also enjoying life in your 20s.
Sports Betting, Challenges Facing Young Men, and The Fall of Sam Bankman-Fried — with Michael Lewis
Michael Lewis, a New York Times bestselling author and the host of the podcast Against the Rules, joins Scott to discuss the state of sports betting, the challenges young men face, and the controversy surrounding his book, Going Infinite, which explores the rise and fall of Sam Bankman-Fried.
Scott opens with his thoughts on the Omnicom-Interpublic merger.
Algebra of happiness™: say yes.
The Future of Podcasting, Scott’s Investing Advice, and Choosing Between Career and Family
Scott discusses the future of podcasting and gives advice on how smaller podcasts can best position themselves. He then speaks about Michael Burry’s skepticism on index investing and why he disagrees with his take. He wraps up with advice to a listener who is deciding whether to relocate so that he can work in the office.
How to Build Wealth — with Codie Sanchez
Codie Sanchez, a former Wall Street investor and the founder and CEO of Contrarian Thinking, joins Scott to discuss her new book, MAIN STREET MILLIONAIRE: How to Make Extraordinary Wealth Buying Ordinary Businesses.
They get into how to build wealth by buying small businesses, including what to look for when buying, ways to finance a purchase, and which sectors have the most potential right now.
Follow Codie, @codiesanchez.
Scott opens with his thoughts on Jaguar’s rebrand.
Algebra of happiness™: the only thing that works consistently is time.
How AI Is Shaping the Future of Retail, Las Vegas and Its Strong Brand, and How Do You Help Your Kid Pick the Right College?
Scott discusses Perplexity’s new ‘Buy With Pro’ feature, specifically what it means for the future of the retail industry. He then speaks about Las Vegas and its singular brand positioning. He wraps up with advice to a parent who is struggling with his kid’s college decision.