Prof G Markets: Mutiny in Russia, Adobe’s AI Rally, and the Threat of a UPS Strike

This week on Prof G Markets, we open with how the mutiny in Russia might impact the global markets. Scott then shares his thoughts on why the U.S. housing supply is so constrained, and what to do about it. He also discusses the package delivery market and what might happen if one of its largest players goes on strike. And finally, he takes a look at the run-up in Adobe’s stock after announcing its AI product, Firefly. Scott also discusses what the tragedy of the OceanGate submersible means for another extreme tourism company, Virgin Galactic, which is set to launch its first revenue-generating flight this week.

Prof G Markets: The Demise of Bud Light, the Fed Pause, and Andreessen Horowitz’s London Office

This week on Prof G Markets, Scott shares his thoughts on the latest decision from the Federal Reserve and how its rate hiking campaign has impacted his investing strategy. He then discusses why the UK Prime Minister is excited that Andreessen Horowitz is opening a London office. Finally, he explains how Bud Light should have handled its marketing controversy, and how drinking preferences are changing the beer market.

Prof G Markets: (HBO) Max, Chipotle & Cava’s IPO, Private Equity’s Public Sales, and the TikTok Ban

This week on Prof G Markets, Scott shares his thoughts on what he thinks is the worst ever rebrand: HBO’s shift to Max. He then takes a look at fast casual restaurant Cava’s IPO filing and examines why its competitor Chipotle is one of the best performing stocks this year. Scott also discusses why private equity firms hold on to shares of companies in the public markets (hint: it’s a racket). Finally, in this week’s Unpack, we hear about each of the legal challenges Montana’s TikTok ban will face.

Prof G Markets: The Writers’ Strike, the Art of the Earnings Call, & Microsoft’s Nuclear Fusion Bet

This week on Prof G Markets, Scott shares his thoughts on how the business model of television has changed, and why the new model gives the studios the upper hand in the writers’ strike. He then explains the importance of positioning a company as the hunter on an earnings call, rather than the hunted — particularly amid this AI hype cycle. Finally, he takes a look at Microsoft’s agreement to buy energy from Helion, a nuclear fusion startup, and shares why nuclear is an area he’d invest in.

Prof G Markets: The FDIC Limit, the Coinbase Lawsuit, and the Business of Formula 1

This week on Prof G Markets, Scott shares his thoughts on Vice’s imminent bankruptcy, Hindenburg’s latest short position, and Chegg’s battered stock. He then discusses raising the FDIC limit and the potential consolidation of the banking industry, and weighs in on a lawsuit accusing Coinbase insiders of dumping shares soon after its direct listing. Finally, he discusses the growing success of Formula 1 in the U.S., and tells a story of his time at the Miami race last year.

Prof G Markets: Fox’s Stock After Tucker Carlson, J&J’s IPO Roadshow, and Google and Meta’s Earnings

This week on Prof G Markets, Scott shares his thoughts on why Fox doesn’t need Tucker Carlson, even if the markets reacted poorly to his departure. He then sheds light on how companies prepare for IPOs, and takes a look at Google and Meta’s first quarter results, which seem promising for digital advertising. Finally, in this week’s Unpack, we take a look at the innovator’s dilemma and why it’s punishing the king of search.