Épisodes

  • Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech

    Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech
    Jul 16 2025
    Ed takes a look at how the tariffs impacted the consumer price index for June, dives into why Nvidia and AMD can now resume chip sales to China, and breaks down the Department of Defense’s new contracts with several AI companies. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    24 min
  • Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal

    Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal
    Jul 15 2025
    Ed explains why Bitcoin hit a record high, dives into Tesla’s upcoming shareholder vote on a potential investment in xAI, and breaks down the latest twist in the saga between AI coding assistant platform Windsurf and Google. Further reading: Hilary Allen’s internet serial Fintech Dystopia Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    29 min
  • Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?

    Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?
    Jul 14 2025
    Scott and Ed unpack what they think the impact of Trump's new wave of tariffs will be. Scott argues the move could inspire massive deal making that won’t involve the U.S. and Ed explains why he thinks the TACO trade could potentially backfire. Next, they break down the growing backlash against junk food and what a healthier America could mean for the economy. Finally, they preview second-quarter earnings season, questioning whether the tariffs will start to show up in the reports. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 h et 4 min
  • State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft

    State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft
    Jul 11 2025
    David Risher, CEO of Lyft, joins the show to explain how the company is differentiating and gaining ground on Uber. He shares how Lyft is keeping customers loyal, why he gets behind the wheel himself, and what he sees as the future of transportation and autonomous vehicles. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on InstagramFollow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    59 min
  • Nvidia Hits $4T, Yaccarino Steps Down from X & SpaceX Eyes $400 Billion Valuation

    Nvidia Hits $4T, Yaccarino Steps Down from X & SpaceX Eyes $400 Billion Valuation
    Jul 10 2025
    Ed breaks down how Nvidia became the first company ever to reach a $4 trillion market cap. Then he and Scott share their thoughts on why X CEO Linda Yaccarino is stepping down. Finally, Ed unpacks SpaceX’s latest move to raise funding at a $400 billion valuation. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    31 min
  • Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race

    Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race
    Jul 9 2025
    Ed breaks down Trump’s latest tariff updates, explains why Shein is pursuing a Hong Kong IPO, and unpacks why Tesla is falling behind Chinese competitors in the EV race. Check out our latest Prof G Markets newsletter Further reading: Michael Dunne for the NYT on why Americans can’t buy the world’s best electric car Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    28 min
  • Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition

    Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition
    Jul 8 2025
    Ed breaks down Trump’s latest round of tariffs. Then he and Scott dig into why TikTok is reportedly building a separate app for U.S. users ahead of a potential sale. Finally, Ed unpacks CoreWeave’s $9 billion acquisition of Bitcoin mining company Core Scientific. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    35 min
  • How the Big Beautiful Bill’s Passage Will Reshape the Economy

    How the Big Beautiful Bill’s Passage Will Reshape the Economy
    Jul 7 2025
    Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed unpack what the GOP tax bill means for the economy now that it’s law. Robert argues we’re playing chicken with the debt and says markets are still operating in “greed mode,” not fear mode. Then, they check in on the broader economy. Ed questions when inflation might resurface, while Robert says the latest jobs report helped rule out worst-case scenarios. Finally, they tackle the rise of the “inheritocracy.” Ed advocates for a higher inheritance tax to promote a more equal society, while Robert makes the case for a targeted wealth tax to unleash capital for more productive use. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 h et 19 min