Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi . Scott opens with his thoughts on investing in Chinese stocks. Algebra of Happiness: Communicating with your elderly parent. Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Dec 08, 2022•40 min•Ep. 218
Scott takes a question about e-commerce for electric vehicles. He then offers advice about taking severance before you’ve officially been laid off and ends with some reflections on unconditional love. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Dec 07, 2022•17 min•Ep. 217
This week on Prof G Markets, Scott reflects on Sam Bankman-Fried’s DealBook Summit interview. He then explains why the cybersecurity sector is practically recession-proof, and shares his thoughts on how Elon Musk’s antics at Twitter will cause Tesla’s stock to get cut in half. And in this week’s unpack, we learn about how bankruptcies work, and whether Musk might file for one at Twitter. Show Notes: DealBook Summit Crowdstrike Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more ab...
Dec 05, 2022•35 min
As read by George Hahn. Follow George on Twitter, @georgehahn. https://www.profgalloway.com/cognitive-dissonance/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Dec 03, 2022•20 min
Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss Twitter and Meta, his outlook on the economy and valuations. He also shares his thoughts on the state of the crypto market. Follow Aswath on Twitter, @AswathDamodaran. Scott opens with his thoughts on zero-covid policies in China, Twitter and the rage machine, as well as what he’s watching on TV right now. Algebra of Happiness: Freudenfreude Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Dec 01, 2022•58 min•Ep. 216
Scott takes a question about whether the Degrowth Movement stands a chance. He then offers guidance to a mother in a tough position and finishes by sharing his wisdom on work-life balance. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 30, 2022•15 min•Ep. 215
In this special edition of Prof G Markets, Scott shares his childhood experience of holiday sales, as well as his thoughts on a new retail tactic that’s driving consumers to stores. We also hear from Katherine Cullen, the senior director of industry and consumer insights for the National Retail Federation, on the state of retail sales in an inflationary, post-corona economy. Scott closes out the show with advice to those who’ve been laid off ahead of this week's unemployment numbers. Music: http...
Nov 28, 2022•22 min
As read by George Hahn. Follow George on Twitter, @georgehahn . Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 26, 2022•12 min
Scott takes a question about tensions between China and Taiwan and the potential impact on Apple stock. He then shares his thoughts on a career in sales and finishes with a pep talk to a listener who was recently laid off. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 23, 2022•13 min•Ep. 214
Description: This week on Prof G Markets, Scott explains why Target and Walmart had such contrasting earnings reports for the third quarter, and offers his insight on Target’s brand strategy. He then shares his thoughts on why hedge funds might be buying up shares of Pinterest, and whether hedge fund disclosures are worth paying attention to for the typical investor. Scott also examines Estée Lauder’s acquisition of Tom Ford, and gives advice to entrepreneurs on how to gauge when it’s time to se...
Nov 21, 2022•30 min
As read by George Hahn. Follow George on Twitter, @georgehahn. https://www.profgalloway.com/ai/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 19, 2022•17 min
Rory Smith, the chief soccer correspondent of The New York Times and author of the new book, Expected Goals: The Story of how Data Conquered Football and Changed the Game Forever , joins Scott to discuss the state of play in professional soccer and what to expect during the upcoming World Cup. Follow Rory on Twitter, @RorySmith . Scott opens with his thoughts on Walgreens moving further into the healthcare space, as well as Gap's decision to start selling on Amazon’s marketplace. Algebra of Happ...
Nov 17, 2022•43 min•Ep. 213
Scott takes a question about the future of Boom Supersonic. He then shares his thoughts on owning Amazon stock and offers suggestions on how to best take advantage of a gap year before college. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 16, 2022•15 min•Ep. 212
Professor Yermack, Chair of the Finance Department at NYU Stern, explains how and why FTX fell apart. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 15, 2022•25 min
This week on Prof G Markets, Scott shares his thoughts on how Sam Bankman-Fried’s crypto exchange FTX came crashing down like a house of cards. He then explains what Disney’s earnings reveal about a streaming market headed for consolidation, and why HBO makes for an appealing acquisition target. And in this week’s Unpack, we check in on the cannabis industry after the recent midterms, and learn where the investment opportunities might be. Show Notes: FTX Disney Earnings Music: https://www.davidc...
Nov 14, 2022•33 min
As read by George Hahn. Follow George on Twitter, @georgehahn. https://www.profgalloway.com/hubris/ Scott clip credit: Hulu's documentary, " WeWork: Or the Making and Breaking of a $47 Billion Unicorn " Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 12, 2022•12 min
Dolly Chugh, a social psychologist and management professor at the NYU Stern School of Business, and author of the new book, A More Just Future: Psychological Tools for Reckoning with Our Past and Driving Social Change, joins Scott to discuss what makes a good manager, her thoughts on cancel culture, and working in higher education. Follow Dolly on Twitter, @ DollyChugh , and check out her newsletter, Dear Good People . Scott opens with his thoughts on the recent layoffs in the tech sector, as w...
Nov 10, 2022•47 min•Ep. 211
Scott takes a question about the value of a board of directors. He then suggests ways to make corporate recruiting less elitist and shares his experience balancing his ambition and personal life. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 09, 2022•17 min•Ep. 210
This week on Prof G Markets, Scott shares his thoughts on Elon’s proposed changes to Twitter so far and explains why enabling paywalled videos like OnlyFans is a good idea. He then makes the argument for why Airbnb is one of the best-performing companies in the world, and how Uber might turn profitable at long last. Finally, Ed and Scott check in on the state of the Chinese markets under the relentless zero-covid policy. Show notes: Twitter Airbnb Uber China's PMI Music: https://www.davidcutterm...
Nov 07, 2022•27 min
As read by George Hahn. Follow George on Twitter, @georgehahn . https://www.profgalloway.com/elephants-in-the-room/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 05, 2022•17 min
Katherine Gehl, the founder of The Institute for Political Innovation and co-author of “The Politics Industry: How Political Innovation Can Break Partisan Gridlock and Save Our Democracy,” joins Scott to discuss why it’s time to disrupt the politics industry with Final Five Voting. Scott opens with his thoughts on why Twitter’s subscription model is all wrong. Algebra of Happiness: Get memories out of your parents while you can. Learn more about your ad choices. Visit podcastchoices.com/adchoice...
Nov 03, 2022•33 min•Ep. 209
Scott takes a question about shorting stocks like Meta and Twitter. He then shares his opinion on the ethics of attending the World Cup in Qatar, and suggests methods for acquiring new customers. (Note: this episode was recorded prior to Elon Musk taking Twitter private). Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nov 02, 2022•14 min•Ep. 208
This week on Prof G Markets, Scott deciphers where the investment opportunity might be after Adidas severed ties with Kanye West. He also breaks down how Google did so poorly in the third quarter, and why Meta now looks like a distressed asset. And in this week’s unpack, we learn about how investors react to Fed chair speeches, plus what to listen for at Jerome Powell’s next press conference. Show Notes: Adidas Google Meta The Crash of ‘79 Music: https://www.davidcuttermusic.com / @dcuttermusic ...
Oct 31, 2022•33 min
As read by George Hahn. Follow George on Twitter, @georgehahn . https://www.profgalloway.com/the-line/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Oct 29, 2022•15 min
Richard Reeves, a senior fellow at the Brookings Institution and author of several books including his latest, Of Boys and Men: Why the Modern Male Is Struggling, Why It Matters, and What to Do About It, joins Scott to discuss how the US has set up boys to fall behind, and how that manifests into adulthood. Follow Richard on Twitter, @RichardvReeves . Scott opens with his thoughts on big tech’s ability to monetize utility. Algebra of Happiness: demonstrate generosity. Learn more about your ad ch...
Oct 27, 2022•1 hr 1 min•Ep. 207
Scott answers a question about what might be preventing a Peloton acquisition. He then shares his best tips for determining where to live abroad and explains how society can encourage ethical leadership in tech. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Oct 26, 2022•16 min•Ep. 206
This week on Prof G Markets, Scott explains why Goldman Sachs is refocusing on its asset management business and scaling back its efforts in consumer banking. He then shares his thoughts on why catering to the 1% continues to be a lucrative business model, even as it sows inequality of opportunity. And in this week’s unpack, we learn about why the CEO of Nikola was just convicted of securities fraud. Show Notes: Goldman Restaurant NFTs Nikola Learn more about your ad choices. Visit podcastchoice...
Oct 24, 2022•30 min
As read by George Hahn. Follow George on Twitter, @georgehahn . https://www.profgalloway.com/churn/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Oct 22, 2022•15 min
Andrew Jennings, a professor of corporate governance and securities at Brooklyn Law School, joins Scott to discuss the latest around the Elon Musk v. Twitter Trial. Follow Professor Jennings on Twitter, @akjennings . Scott opens with his thoughts on what makes good management. Algebra of Happiness: planning for an empty nest Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Oct 20, 2022•31 min•Ep. 205
Scott answers a question about the power of luxury fitness brands to build community amongst an increasingly secular society. He then shares his thoughts on the corruption of OPEC and finishes with a passionate rant about lowering the cost of college. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Oct 19, 2022•21 min•Ep. 204
