This week on Prof G Markets, Scott shares his thoughts on two titans of e-commerce (that aren’t Amazon), and how to assess government risk when investing. He also explains why share buybacks have surged in popularity compared to dividends. Finally, he discusses why population decline is sending national credit ratings towards junk status. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 22, 2023•38 min
As read by George Hahn. https://www.profgalloway.com/struck/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 20, 2023•15 min
Andrew Ross Sorkin shares his thoughts on the second-order effects of the banking crisis, recent media events, and AI. We also learn how Andrew is balancing work and time with his family. Follow Andrew on Twitter, @andrewrsorkin . Scott opens by discussing Vice’s bankruptcy, and what it means for buzzy news sites. Plus, he shares his thoughts on the writers' strike. Algebra of Happiness: just listen. Learn more about your ad choices. Visit podcastchoices.com/adchoices...
May 18, 2023•59 min•Ep. 250
Scott gives his thoughts on how to use real estate to build wealth, all while being burdened by student debt. He then answers a listener’s question about whether to use discretionary income to visit other company offices. He wraps up by discussing how he thinks about mentorship. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 17, 2023•21 min
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. Learn...
May 15, 2023•45 min
As read by George Hahn. https://www.profgalloway.com/AiLONE/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 13, 2023•15 min
Brian Chesky, the co-founder and CEO of Airbnb, joins Scott to discuss a slew of updates, including how the firm is building a community, leveraging AI, and expanding its geographical reach. We also learn about Brian’s experiences with loneliness, and how work has impacted his relationships. Follow Brian on Twitter, @bchesky . (Disclosure: Scott invests in Airbnb). Scott opens by discussing why we need more third places. Algebra of Happiness: get out of the house. Learn more about your ad choice...
May 11, 2023•1 hr 5 min•Ep. 249
Scott gives his thoughts on the video game industry and its promising future. He then speaks about the decline of trade skills in the United States. He wraps up with advice on how to be a good partner and put others’ needs over your own. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 10, 2023•21 min
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. Learn more about your ...
May 08, 2023•37 min
As read by George Hahn . https://www.profgalloway.com/storytelling/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 06, 2023•15 min
Dr. Vivek Murthy, the Surgeon General of the United States, joins Scott to discuss why Americans are reporting extreme levels of loneliness, and how social isolation leads to negative health outcomes. Dr. Murthy also shares his framework to rebuild our social infrastructure. Follow Dr. Murthy on Twitter @vivek_murthy . Scott opens by discussing why investing in distressed assets offers a great ROI. i.e. why JPMorgan would want First Republic Banks. Algebra of Happiness: removing toxicity from ma...
May 04, 2023•56 min•Ep. 248
Scott gives his thoughts on AI’s impact on the labor market. He then gives advice on how to create opportunities for others once you’ve set yourself up for success. He wraps up by sharing how he showed up for his mom at the end of her life. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 03, 2023•20 min
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. Learn more about your ad choices. Visit podcastchoices.com/adchoices...
May 01, 2023•42 min
As read by George Hahn . https://www.profgalloway.com/the-mother-of-all-pivots/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 29, 2023•17 min
Bill McKibben, a contributing writer to The New Yorker and the Schumann Distinguished Scholar in environmental studies at Middlebury College, joins Scott to discuss the state of climate change, including the problem of burning fossil fuels and potential solutions. Follow Bill on Twitter, @billmckibben . Scott opens by discussing the recent media shakeups at Fox News and CNN. He also shares why Ron DeSantis should have never picked a fight with Disney. Algebra of Happiness: the joy of malls. Lear...
Apr 27, 2023•48 min•Ep. 247
Scott gives his thoughts on scarcity in the healthcare industry. He then gives advice on handling and transitioning your business when you’re ready for retirement. He wraps up with an honest conversation about mourning and grief. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 26, 2023•18 min
This week on Prof G Markets, Scott shares his thoughts on how Apple just became one of the largest banks by market capitalization in the world. He also explains why he’s thinking of shifting some of his portfolio to bonds, and discusses why Reddit wants to charge AI companies for access to its API. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 24, 2023•43 min
As read by George Hahn . https://www.profgalloway.com/guardrails/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 22, 2023•15 min
Stephen Dubner, the host of the Freakonomics Radio podcast and founder of the Freakonomics Radio Network, joins Scott to discuss the history of Adam Smith, the role of private equity in our society, and his thoughts on the Seven Deadly Sins. Scott opens by discussing the explosion in CEO pay and how it all trickles down to all sorts of inequality. Algebra of Happiness: are you living in the moment? Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Apr 20, 2023•56 min
Scott gives his thoughts to a listener inquiring about a six-day workweek and its effects on employee productivity. He then discusses the inflation of college applications and what the future holds for higher education. He wraps up with an honest conversation about monitoring your substance use. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Apr 19, 2023•25 min
This week on Prof G Markets, Scott speaks with Mike Novogratz, the founder and CEO of Galaxy Investment Partners, about crypto sociopaths and what it was like to look Sam Bankman-Fried in the eye just weeks before FTX’s collapse. They also discuss what’s next for Binance, government regulations, and why Mike doesn’t want Bitcoin to go to $1 million any time soon. Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Apr 17, 2023•32 min
As read by George Hahn . https://www.profgalloway.com/scarcity-2/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 15, 2023•14 min
We're sharing an episode of Ten Percent Happier where Scott discusses the impact of work on mental Health, the role of luck in success, and how much is enough. Check out the Ten Percent Happier podcast here . Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 13, 2023•54 min•Ep. 245
Scott takes an honest look at what the 2023 IPCC Report had to say about the state of climate change and the environment. He then gives advice to a listener seeking to start up their own ad agency and wraps up with his thoughts on parenting as a person with wealth. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 12, 2023•23 min
This week on Prof G Markets, Scott speaks with Lyn Alden, an independent analyst and full time investor, about banking regulations, the promises of borderless bitcoin technology, and her three pillar investment strategy. They also discuss the productivity gains of AI, opportunities in mispriced assets, and how commercial real estate is unraveling like a slow motion train wreck. Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Apr 10, 2023•41 min
If you want to submit your own Office Hours question, send a voice recording to officehours@profgmedia.com https://www.profgalloway.com/office-hours/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 08, 2023•14 min
Chris Miller, an Associate Professor of International History at Tufts University, and the author of “Chip War: The Fight for the World’s Most Critical Technology,” joins Scott to discuss how chips became the new oil, who the major players are, and how these tiny materials created the modern world. Plus, we learn more about China and Russia’s unique relationship. Scott opens by discussing Twitter, Q1 2023 results, and why he does not think we should pause AI developments. Algebra of Happiness: j...
Apr 06, 2023•47 min•Ep. 244
Scott gives advice to a listener working at a struggling regional bank. He then discusses whether art is a good investment and wraps up with his thoughts on David Solomon’s DJing hobby and the benefits of having interests outside of work. Music: https://www.davidcuttermusic.com / @dcuttermusic Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 05, 2023•17 min
This week on Prof G Markets, Scott shares his thoughts on Silicon Valley Bank’s new owner and explains why distressed assets are some of the best places to invest. He also shares his thoughts on why he thinks Hindenburg’s latest short position might be a reach, and takes a look at the latest earnings from specialty retail including Lululemon, Nike, and Hermès. Learn more about your ad choices. Visit podcastchoices.com/adchoices...
Apr 03, 2023•43 min
As read by George Hahn. https://www.profgalloway.com/fame/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 01, 2023•15 min
