Podcast Episodes
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Why the U.S. Can’t Break Up with China — ft. Alice Han
Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. T…
1 year, 3 months ago
Is Google a Buy? + Is Uber Recession Proof?
Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a l…
1 year, 3 months ago
The Sell America Thesis — ft. JPMorgan’s Michael Cembalest
Scott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plans to become a for-profit company, and Warren Buffet…
1 year, 3 months ago
Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?
Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they …
1 year, 3 months ago
What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney
Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. T…
1 year, 4 months ago
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…
1 year, 4 months 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…
1 year, 4 months 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…
1 year, 4 months 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…
1 year, 4 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…
1 year, 4 months ago