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The Prof G Pod

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Tune into @profgalloway's #ProfGPod 🎧📈

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linkhttp://profgmedia.com calendar_today29-03-2021 16:34:02

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Scott and Ed (Ed Elson) break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. Finally, they dig

Scott and Ed (<a href="/edels0n/">Ed Elson</a>) break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. 

Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. 

Finally, they dig
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Last week, Aswath Damodaran, Scott Galloway's favorite blue-flame thinker on valuations, said that for the first time ever, he’s thinking about moving his money into cash and collectibles. For more on how Scott and Ed Elson are reacting: profgmarkets.com/p/what-to-do-w


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Ed (Ed Elson) is joined by Sherwood News markets editor Luke Kawa (Luke Kawa) to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan (William Cohan), founding partner of Puck joins the show to assess the first-round bids for Warner Bros.

Ed (<a href="/edels0n/">Ed Elson</a>) is joined by Sherwood News markets editor Luke Kawa (<a href="/LJKawa/">Luke Kawa</a>) to make sense of Bitcoin’s slide and the broader crypto bear market. 

Then Bill Cohan (<a href="/WilliamDCohan/">William Cohan</a>), founding partner of <a href="/PuckNews/">Puck</a> joins the show to assess the first-round bids for Warner Bros.
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A federal judge has ruled that Meta DOES NOT have a monopoly on the social media market. The decision can be appealed by the FTC.

A federal judge has ruled that Meta DOES NOT have a monopoly on the social media market.

The decision can be appealed by the FTC.
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Ed (Ed Elson) is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence,

Ed (<a href="/edels0n/">Ed Elson</a>) is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. 

Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence,
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Ed (Ed Elson) is joined by Gil Luria (Gil Luria), Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter (Jonathan Kanter), former Assistant Attorney General for the

Ed (<a href="/edels0n/">Ed Elson</a>) is joined by Gil Luria (<a href="/gilluria/">Gil Luria</a>), Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. 

Then Jonathan Kanter (<a href="/JKBustertruster/">Jonathan Kanter</a>), former Assistant Attorney General for the
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Ed (Ed Elson) and Scott are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s

Ed (<a href="/edels0n/">Ed Elson</a>) and Scott are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset &amp; Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. 

He weighs in on how violent the correction will likely be, shares how he’s
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Scott and Ed (Ed Elson) unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies.

Scott and Ed (<a href="/edels0n/">Ed Elson</a>) unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. 

They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies.
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We're doing our annual AMA soon! Questions for Scott, Claire, Ed or anyone else on team Prof G Markets? Ask them in the r/ScottGalloway subreddit. (Yes, we actually read these so please be kind.) reddit.com/r/ScottGallowa


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Ed (Ed Elson) is joined by Robert Armstrong (Robert Armstrong), U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. Then Kathryn Anne Edwards (Kathryn Anne Edwards), Labor Economist and host of the Optimist Economy

Ed (<a href="/edels0n/">Ed Elson</a>) is joined by Robert Armstrong (<a href="/rbrtrmstrng/">Robert Armstrong</a>), U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. 

Then Kathryn Anne Edwards (<a href="/keds_economist/">Kathryn Anne Edwards</a>), Labor Economist and host of the Optimist Economy
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Ed (Ed Elson) is joined by Patrick Moorhead (Patrick Moorhead), CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and

Ed (<a href="/edels0n/">Ed Elson</a>) is joined by Patrick Moorhead (<a href="/PatrickMoorhead/">Patrick Moorhead</a>), CEO and Founder of Moor Insights &amp; Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. 

Then, Santiago Roel Santos, founder and