Prof G Markets: Scott’s NJOY Stake, the JetBl...

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 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 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 cou ...  Show more

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ...  Show more

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 ...  Show more