Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for ...
The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explaining why it’s a win for shareholders and a potential game-changer for reducing AI infrastructure costs. Ed explains why he thinks Amazon could be one of the first companies to truly disrupt the semiconductor market. Finally, they discuss OpenAI’s decision to go into livestreaming and explain what its surge in popularity could mean for the future of content creation.
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45:30
Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor
Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of MicroStrategy, joins the show to discuss why MicroStrategy went all in on Bitcoin and how the company is securitizing the cryptocurrency. He explains why MicroStrategy pivoted from a business intelligence firm to a Bitcoin treasury company. Finally, he addresses the risk of that strategy, and why he’s confident in Bitcoin’s ability to stay interesting.
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1:19:41
The Art of Spending Money
Scott breaks down the best and worst purchases he’s ever made, and why he prefers spending money on experiences rather than things. He also shares how his childhood still impacts the way he thinks about spending. Scott and Ed then discuss how to navigate spending in common situations such as dinners with friends, weddings, and the holidays. Ed asks for advice about how to prepare for the cost of having children. And Scott also explains why it's important to make sure your spending lags behind your income.
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1:07:34
Is Target a Leveraged Buyout Candidate? + Comcast Cuts the Cord
Scott and Ed open the show by discussing the Justice Department’s proposed forced sale of Google Chrome, how Microstrategy is funding its Bitcoin buying spree, and Nvidia’s earnings. Then Scott breaks down why Target is still struggling to compete with Walmart and explains why it’s a prime candidate for a leveraged buyout. He and Ed also analyze Walmart's formula for long-term success. Finally, they discuss Comcast’s decision to spin off some of its cable tv networks and consider why distressed assets are a good investment.
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58:50
Inside America's Only Bank for Nuclear Energy — ft. Jigar Shah
Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving the strategy at the DOE and how he handles the office’s $400 billion loan authority. He shares why people are choosing clean energy over natural gas (hint: it’s not just about climate change) and explains why diversification is the key to reliable energy. Finally, he breaks down what he thinks the DOE will look like under the Trump administration.
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Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for no mercy, no malice insight from Scott Galloway and Ed Elson on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. Part of the Vox Media Podcast Network.