Prof G Markets: Peloton’s Management Shake-up...

Audio excerpted with permission of Penguin Random House Audio from I DISAGREE by Jessica Tarlov, read by the author. Learn more about your ad choices. Visit podcastchoices.com/adchoices 

George Hahn connects the dots across the week’s biggest stories: why California may impose a one-time tax on billionaire wealth, how Tucker Carlson could pair right-wing culture with populist economics, and why China’s decades-long infrastructure strategy may give it an advantage ...  Show more

Peloton stumbles on its IPO. Wells Fargo names a new CEO as eBay, Juul, and WeWork say goodbye to their CEOs. And Nike hits a new high. Analysts Andy Cross, Rob Gross, and Jason Moser discuss those stories and weigh in on McDonald’s new Beyond Meat-based PLT sandwich. Plus, Motle ...  Show more

Walmart stock pops on another strong quarter, while shares of Macy's and Tapestry both suffer double-digit losses. Ron Gross and Jason Moser analyze the current state of retail and share why they believe Nordstrom and Under Armour have genuine opportunities to improve their stand ...  Show more

Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ...  Show more

Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated wi ...  Show more