Podcast Episodes
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The Trump Fold & Tesla’s Brand Death
Scott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinner, Boeing’s first quarter earnings, and a new repor…
10 months, 2 weeks ago
Why Trump Will Back Down on China Tariffs — ft. Ryan Petersen
Scott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of U.S. private equity, and Bill Ackman’s investm…
10 months, 3 weeks ago
Global Pushback on Tariffs + Can the FTC Beat Meta?
Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs…
10 months, 3 weeks ago
Breaking Down Warning Signals from the Bond Market — ft. William Cohan
Vote for Prof G Markets at the Webby Awards
Scott and Ed discuss how the markets reacted to Trump’s tariff exemption on smartphones and computers, the…
11 months ago
What to Do in the Wake of Trump’s Tariff Pause
Scott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the broader turmoil with China. They b…
11 months ago
Tariff Chaos & Trading on Inequality — ft. Gary Stevenson
Scott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s tariffs. Then Gary Stevenson, host of the Youtube …
11 months, 1 week ago
The $6.6 Trillion Sell-off
Scott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down how Trump det…
11 months, 1 week ago
A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journ…
11 months, 2 weeks ago
GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's …
11 months, 2 weeks ago
Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski
Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’s move to take Endeavor private, and Nike’s latest e…
11 months, 2 weeks ago