Office Hours: America’s Super App, Online Spo...

As read by George Hahn. https://www.profgmedia.com/p/asymmetry Learn more about your ad choices. Visit podcastchoices.com/adchoices 

George Hahn connects the dots across the week's biggest stories: why the S&P, oil, and treasury yields are all hitting record highs, the tradeoffs of giving up privacy for safety, and what happens when Americans stop believing anyone is coming to help. We’d love your feedback as ...  Show more

Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes do ...  Show more

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ...  Show more

Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT to take its business to the woodshed and why he th ...  Show more

Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for i ...  Show more