Robert Armstrong, US financial commentator for the Financial Times, joins the show to break down a question: is the election moving the markets, or is it inflation? He shares his thoughts on why small-cap companies are surging, and discusses why the Federal Reserve has good reason to cut rates in July, but likely won’t until September. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on I...
Jul 25, 2024•53 min•Transcript available on Metacast Scott shares his thoughts on why Trump has attracted some of Silicon Valley’s most powerful donors. He also explains why he doesn’t recognize America anymore, especially since his move to London. Then, Scott and Ed discuss possible motives for EssilorLuxottica acquiring Supreme and explain how the eyewear company’s monopoly on glasses has flown under the radar for so long. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instag...
Jul 22, 2024•42 min•Transcript available on Metacast Kyla Scanlon, author of “In this Economy? How Money and the Markets Really Work,” joins the show to discuss how political uncertainty is moving the markets and how to act accordingly as an investor. She also shares two investment areas the tech sector needs to focus on, breaks down the comeback story of a top-performing stock, identifies some solutions to America’s trapped housing supply, and shares some tips for staying courageous in the face of criticism. Order "The Algebra of Wealth," out now...
Jul 18, 2024•55 min•Transcript available on Metacast Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a client at L2, and considers if the stock is a buy. Finally, Scott and Ed discuss the state of the UK economy post-election and Ed identifies his largest point of concern with the Labour party’s manifesto. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malic...
Jul 15, 2024•48 min•Transcript available on Metacast Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, joins the show to break down the fascism of Project 2025 and how a second term for Trump could become a totalitarian regime. He discusses why he thinks voters need to support Biden if he’s the Democratic candidate, but reveals who he thinks would have the greatest chance of beating Trump. He also shares some personal stories about what it was like to serve as the Communications Director in the Trump White House. Order "Th...
Jul 11, 2024•56 min•Transcript available on Metacast Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Trump’s potential tariffs on China. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on In...
Jul 08, 2024•49 min•Transcript available on Metacast Scott shares his thoughts on Volkswagen’s investment in Rivian and why he thinks the electrical vehicle industry is entering the “Valley of Death”. Then Scott and Ed discuss JPMorgan’s tax management business and Scott breaks down different tax avoidance strategies he thinks more young people should know about. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Ins...
Jul 01, 2024•52 min•Transcript available on Metacast Ryan Holiday, one of the world’s foremost philosophers of the modern era, joins the show to talk about how stoicism can improve our perspective on money. He discusses how to handle wins and losses in every situation and why limiting your options can lead to better decisions. He also advises on some healthy habits that can help improve your financial responsibility. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Thre...
Jun 27, 2024•51 min•Transcript available on Metacast Scott shares his thoughts on the new “Netflix Houses” and why he thinks Netflix has some of the most valuable IP in the entertainment industry. Then Scott talks about his experience at Cannes Lions and what the festival has demonstrated about the state of the advertising industry. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about y...
Jun 24, 2024•46 min•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Mali...
Jun 20, 2024•47 min•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Red...
Jun 17, 2024•46 min•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow E...
Jun 13, 2024•56 min•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials...
Jun 10, 2024•46 min•Transcript available on Metacast 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. Further listening: Hear Ed’s full take on Britain’s culture and economy Order "The Algebra of Wealth," out now Subscribe to No Mercy...
Jun 06, 2024•50 min•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad...
Jun 03, 2024•40 min•Transcript available on Metacast Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value. Further reading: https://www.lynalden.com/ Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoice...
May 30, 2024•51 min•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad ...
May 27, 2024•49 min•Transcript available on Metacast Josh Brown, co-founder and CEO of Ritholtz Wealth, returns to the show to discuss what’s driving the current bull market and how he’s managing portfolios accordingly. He discusses whether an AI bubble could trigger a recession, and shares why he thinks we’re on the verge of creating more millionaire households than ever before. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad ...
May 23, 2024•1 hr•Transcript available on Metacast 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. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit po...
May 20, 2024•53 min•Transcript available on Metacast Coming May 20th to a brand new podcast feed every Monday and Thursday: more Scott, more Ed, more Markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 03, 2024•1 min•Transcript available on Metacast 
