The Sell America Thesis — ft. JPMorgan’s Michael CembalestScott and Ed discuss Trump’s tariffs on films produced outside the U.S., OpenAI scrapping its plans to b […]

Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory a […]

What to Buy When the Tech Sector is On Sale — ft. Mark MahaneyScott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from C […]

The Trump Fold & Tesla’s Brand DeathScott and Ed discuss Trump’s decision to invite the top holders of his memecoin to a private dinner, Boeing’s first quarter ear […]

Why Trump Will Back Down on China Tariffs — ft. Ryan PetersenScott and Ed discuss the rally in the Euro and German bonds, Chinese state-backed funds pulling out of […]

Global Pushback on Tariffs + Can the FTC Beat Meta?Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, a […]

Breaking Down Warning Signals from the Bond Market — ft. William CohanVote for Prof G Markets at the Webby Awards Scott and Ed discuss how the markets reacted to […]

What to Do in the Wake of Trump’s Tariff PauseScott and Ed dive into the ongoing trade war, unpacking how markets reacted to Trump’s 90-day tariff pause and the b […]

Tariff Chaos & Trading on Inequality — ft. Gary StevensonScott and Ed dive in and break down the massive volatility in the markets this week due to Trump’s tariffs. T […]

The $6.6 Trillion Sell-offScott and Ed dig into the rubble of the record breaking $6.6 trillion sell-off following Trump’s tariffs announcements. They break down h […]

A Nightmare Tariff Scenario for the Auto Industry — ft. Tim HigginsEd opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s recor […]

GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z UnemploymentScott and Ed open the show by discussing Delaware’s changes to its corporate governance laws, W […]

Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten BrzeskiScott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver L […]

Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel IndustryScott and Ed open the show by discussing the federal reserve’s interest rate decision, t […]

Searching For Value Outside the U.S. — ft. Lyn AldenEd and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip […]

The S&P 500 Enters Correction TerritoryScott and Ed open the show by discussing Southwest Airlines’ decision to start charging for checked bags, Eric Schmidt’s app […]

Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI u […]

Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama CanalScott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity f […]

The Next Era Of Antitrust — ft. DOJ’s Jonathan KanterEd and Scott open the show by discussing why European defense stocks surged following Trump’s meeting with Z […]

Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold CardFollow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by […]