Prof G Markets: An Nvidia Challenger Files Fo...

Live from Davos, Scott Galloway and historian Niall Ferguson examine why today’s geopolitical moment looks less like a “new world order” and more like a return to Cold War power politics. They discuss Trump’s foreign policy tactics, China as the central global rival, the limits o ...  Show more

It’s officially been one year of Trump 2.0—and it’s hard to overstate just how much has changed. Trump is back in the Oval Office with fewer guardrails, a more loyal team, and a far greater willingness to push presidential power than ever before. Jessica Tarlov sits down with his ...  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

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ...  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