Start your week on Mondays with Scott and Ed’s fresh perspective and unique insights on the news driving the capital markets. Wednesdays Scott answers listeners’ questions and on Thursdays Scott goes deep in a conversation with a blue-flame thinker shaping the innovation economy. If you have any questions about our end-to-end business solutions or about our SecurityTech company, seek expert advice, or want to give us your feedback, our team is here to support you, anytime. Giesecke+Devrient (G+D) is a global SecurityTech company headquartered in Munich.

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He also shares how his childhood still impacts the way he thinks about spending. Scott and Ed then discuss how to navigate spending in common situations such as dinners with friends, weddings, and the holidays. And Scott also explains why it’s important to make sure your spending lags behind your income. Scott and Ed open the show by discussing why a federal judge blocked Kroger’s acquisition of Albertsons, Warner Bros.

Markets: Prof G Markets: Uber and Airbnb Earnings, Apple’s Debt

Ryan Holiday, one of the world’s foremost philosophers of the modern era, joins the show to talk about how stoicism can improve our perspective on money. He discusses how to handle wins and losses in every situation and why limiting your options can lead to better decisions. He also advises on some healthy habits that can help improve your financial responsibility. Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a client at L2, and considers if the stock is a buy.

Somebody has to win, despite the fact that millions of people wish their choices were someone — anyone — else. Most of us will simply be relieved that it’s over — or possibly terrified by the prospect of what comes next. According to S&P Dow Jones Indices, 457 of the S&P 500’s large cap stocks — roughly 90% of the index components — were up on the year.

This week on Prof G Markets, Scott and Ed unpack what happened to Silicon Valley Bank and what its stress test means for the strength of the U.S. banking system. They also discuss how branding has played a role in the chaos, particularly as it relates to the two tiers of venture capitalists that have emerged. Finally, they look ahead at regulations, potential acquirers for SVB, and what could happen to commercial real estate, which appears to share the same vulnerabilities as SVB. This week on Prof G Markets, Scott shares his thoughts on how the business model of television has changed, and why the new model gives the studios the upper hand in the writers’ strike. He then explains the importance of positioning a company as the hunter on an earnings call, rather than the hunted — particularly amid this AI hype cycle.

He also shares some personal stories about what g markets it was like to serve as the Communications Director in the Trump White House. Scott and Ed open the show by discussing Qualcomm’s potential acquisition of Intel, Nike’s new CEO, and Microsoft’s deal with Constellation to re-open Three Mile Island. Then Robert Armstrong, US financial commentator for the Financial Times, joins the show to discuss the Fed’s interest rate decision. He explains why he wasn’t surprised about the Fed’s 50 basis point cut and why he thinks the Fed’s optimistic view on inflation is justified.

Even if you don’t believe me, make your investment in the future anyway, just in case I end up being right again. If you end up being right in your pessimism many years from now, we will all have bigger problems than what our investments are worth. But having any other disposition as a default setting makes little sense when you’re investing for a future far out in front of us. It’s much harder to have the imagination and the courage to talk openly about what might go right.

Finally, Scott explains why companies and resources are nationalized, and discusses what it means that Mexico is nationalizing lithium. This week on Prof G Markets, Scott examines why NVIDIA has left other chip makers such as Intel in the dust. He also explains why he’s thinking of taking up a pairs trading strategy to hedge against today’s market dynamics. And finally Scott and Ed take a listener question about where analyst estimates come from. Scott breaks down Meta’s and Snap’s earnings and explains why he’d be interested in taking some of Elon’s $13 billion in Twitter debt off the banks’ hands.

He had nothing left to sell anyone, having blown out of his massive real estate holdings just three years earlier in a time of optimism. Old Sam had seen too many of these cycles; he knew that you always bet on positive outcomes, and you bet heavily when you’re alone on that side of the trade. This week on Prof G Markets, Scott breaks down the state of play in the AI wars as Microsoft and Google compete in a lightning fast hype cycle. Then Scott breaks down why institutional investors would pour more money into Bed Bath & Beyond when it’s on the brink of bankruptcy, and why he made an options trade on the stock’s volatility.

Scott breaks down why he bought shares in Reddit’s IPO and what he thinks its first day pop means for the IPO market. He then takes a look at Mustafa Suleyman’s controversial move from Inflection AI to Microsoft. Finally, he explains why Calpers is increasing its investments in private equity — the best performing asset class of the past decade — and questions whether those returns are sustainable or cyclical.

1. This week on Prof G Markets, Scott explains why Goldman Sachs is refocusing on its asset management business and scaling back its efforts in consumer banking.
2. An investor may be gaining a lot of profit today, but lose stupendously the next day as prices change from time to time.
3. Contemporary macroeconomic and financial developments are emphasized, and current phenomena and policy proposals and their implications are discussed.
4. It provides an analysis of the structure and functions of contemporary financial institutions and markets, together with an analysis of the prices that are determined in these markets.
5. And despite all that we were worried about, and all of the unimaginable things that have befallen us since then, the stock market has been just fine.
6. Finally, he shares the one thing he hopes his kids will understand about money when he’s gone.

Markets: Prof G Markets: Bitcoin’s Rally, Elon’s xAI Fundraising, and Alaska Airlines Acquires Hawaiian

Finally, he takes a look at China’s markets in light of the country’s struggling economy. Scott shares his thoughts on Byron Allen’s $14.3 billion offer to buy Paramount, and identifies who would be a better acquirer. He also breaks down the latest earnings from luxury powerhouse LVMH, explains why its stock has underperformed, and discusses the problems with family businesses. Finally, he takes a look at the outcome of the shareholder lawsuit against Elon Musk. Scott shares his thoughts on why Tesla’s stock surged, despite worse than expected first quarter earnings.

1. Finally, we check in on the state of EU tech regulations from the DLD conference in Munich.
2. From forex, cryptocurrency, to commodity, Gmarkets leads customers to their desired financial venture with ease by providing them the best online platforms for investments.
3. He also shares why he recently added Tesla to his portfolio, and why he calls it his corporate teenager.
4. Morgan Housel, New York Times bestselling author of “The Psychology of Money,” joins the show to break down why the holidays are such a stressful time financially – and how we can all navigate it.
5. Scott shares his thoughts on the new “Netflix Houses” and why he thinks Netflix has some of the most valuable IP in the entertainment industry.
6. We also hear from Katherine Cullen, the senior director of industry and consumer insights for the National Retail Federation, on the state of retail sales in an inflationary, post-corona economy.

We asked him to share the post below, making the case for optimism, as that is not our strong suit. I’m more of a “the glass is empty, we’re out of water, and it’s big tech’s fault” kind of guy. This post is adapted from his forthcoming book, You Weren’t Supposed to See That, coming out September 4.

They also examine the shifting media landscape and explain why advertisers have been cutting their spending on legacy media. This week on Prof G Markets, Scott discusses what makes a good ETF, and shares his thoughts on why investing in boring companies often leads to greater returns. This week on Prof G Markets, Scott reflects on Sam Bankman-Fried’s DealBook Summit interview. He then explains why the cybersecurity sector is practically recession-proof, and shares his thoughts on how Elon Musk’s antics at Twitter will cause Tesla’s stock to get cut in half. And in this week’s unpack, we learn about how bankruptcies work, and whether Musk might file for one at Twitter.

This week on Prof G Markets, Scott shares his thoughts on Elon’s proposed changes to Twitter so far and explains why enabling paywalled videos like OnlyFans is a good idea. He then makes the argument for why Airbnb is one of the best-performing companies in the world, and how Uber might turn profitable at long last. Finally, Ed and Scott check in on the state of the Chinese markets under the relentless zero-covid policy. This week on Prof G Markets, Scott shares his thoughts on Twitter rebranding as “X,” and takes us through some of the best and worst branding moves in corporate history. He then takes a look at Mattel’s media strategy on the heels of Barbie’s blockbusting performance at the box office. Finally, he makes a prediction about where Snap is headed given continued weakness in the digital ad market.