Ray Dalio, founder of the largest hedge fund in the world, Bridgewater Associates, joins the show to break down America’s place in a shifting world order. He discusses the mechanics of the U.S. deficit, and identifies an asset he’d go long on to hedge against economically uncertain times. He also shares personal tips on how he developed a saving mentality long before he became one of the most successful investors of all time.
Podcast Type: Markets
Raspberry Pi’s London IPO & Mistral’s $640M Funding Round
Scott shares his thoughts on why Raspberry Pi chose to list on the London Stock Exchange and what its debut means for the UK market. Then Scott and Ed break down Mistral’s new funding round and discuss whether its valuation is deserved. They also take a look at the healthcare tech firm, Tempus AI, and consider if the company is participating in AI-washing.
How FOMO, Doom, and Ego Impact Your Money — ft. Morgan Housel
Morgan Housel, New York Times bestselling author of “The Psychology of Money,” joins the show to break down some of the worst traits an investor can have. He also discusses the difference between being wealthy and being rich, how to deal with uncertainty in the markets, and how he thinks about giving money to his kids.
The Texas Stock Exchange + Is Short Selling a Dying Strategy?
Scott shares his thoughts on why the new Texas Stock Exchange could be an appealing choice for certain companies. He also explains how it’s a symptom of a larger issue: the politicization of everything. Then Scott and Ed break down the role that short sellers have historically played in the market and why the unprecedented bull run of the past 15 years has diminished the strategy’s returns.
Will Paramount & Skydance Merge? + A Visit with Sam Bankman Fried in Prison — ft. William Cohan
William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to break down the terms of Skydance’s offer to merge with Paramount. He explains one sticking point that may be holding up the deal, and offers his thoughts on who could benefit from this saga. He also shares what he learned from his visit with Sam Bankman Fried in prison.
Prof G Markets: OpenAI’s New Content Deals + Latin America’s Most Valuable Financial Institution
Scott shares his thoughts on OpenAI’s content deal with Vox and if it means ChatGPT will now be training on this podcast’s content. Then Scott and Ed break down why Nubank’s shares have rallied so much this year, and what barriers stand in the way of it becoming a super-app.
Prof G Markets: Nvidia’s Blowout Earnings & Stock Split + Britain’s Damaged Economy
Scott shares his thoughts on Nvidia’s incredible first quarter earnings and breaks down what its stock split means for investors. He and Ed then look at the UK’s upcoming election in light of the country’s struggling economy. Plus, they discuss some of the cultural differences they’ve experienced living in the US versus the UK.
Prof G Markets: GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI could be reaching bubble territory.
Prof G Markets: Bob Iger’s Bad Day, Trump Media’s Fraudulent Auditor, and Uber’s Venture Investments
Scott shares his thoughts on Disney and Warner Bros. Discovery’s latest earnings and what they mean for the streaming space. He then reflects on the implications of Trump Media’s auditing firm being charged with fraud. Finally, Scott and Ed discuss Uber’s Q1 earnings and why the company swung to a major loss in the first quarter.
Prof G Markets: First Quarter Review — with Aswath Damodaran
Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly.