Episodios

  • The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle

    The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
    Jul 18 2025
    Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show to break down Latin America’s economic landscape and examine how tariffs could impact its largest economy — Brazil. She explains who’s stepping in as Brazil’s key trading partner, what she sees as the country’s biggest economic tailwinds, and which Latin American nation she believes is best positioned for long-term success. 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 Instagram Follow Ed on⁠ Instagram⁠ and⁠ X⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 h
  • Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang

    Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
    Jul 17 2025
    Ed and Scott break down how markets responded to the latest tensions between Trump and Jerome Powell. Then, Ed explains why ASML’s stock tumbled following its second-quarter earnings. Finally, Windsurf CEO Jeff Wang joins the show to unpack the drama surrounding his company. 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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    33 m
  • 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 m
  • 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 m
  • 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 y 4 m
  • 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 m
  • 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 m
  • 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 m