Prof G Markets

• Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded

  Ed takes a look at Warner Bros Discovery’s move to split into two companies, breaks down the highlights from the opening day of Apple’s Worldwide Developers Conference, and unpacks why two analysts decided to downgrade Tesla’s stock.  Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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• Trump & Elon Break Up Over the Tax Bill

  Scott and Ed break down Reddit’s lawsuit against Anthropic, the controversy surrounding the new $TRUMP-branded crypto wallet, and why Warner Bros. Discovery shareholders rejected CEO David Zaslav’s pay package. Then, they unpack the growing opposition to the GOP Tax Bill and debate the potential motivations for Elon Musk’s criticism of the bill. Scott shares his thoughts on how critics of the bill can mount a more effective response. Finally, they examine why venture capital is pulling back from seed-stage investments, and Ed reflects on the growing challenges facing young investors and entrepreneurs. 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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• Why the TACO Trade Matters — ft. Robert Armstrong

  Scott and Ed discuss Trump’s move to double tariffs on steel and aluminum, the administration’s decision to enlist Palantir to streamline federal data sharing, and Meta’s plan to launch AI-powered ad creation tools. Then, Robert Armstrong, U.S. financial commentator for the Financial Times, returns to the show to share how he coined the term “TACO trade,” what he makes of its viral moment, and the potential ripple effects it could have. He also highlights an overlooked element of the “big beautiful bill” and discusses whether we can grow our way out of the deficit. Take a survey to let us know what you think about the show Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Scott on InstagramFollow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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• Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round

  Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tariffs, Trump Media’s plan to buy bitcoin and Nvidia’s first quarter earnings. Then they discuss Nippon Steel’s acquisition of U.S. Steel, arguing there was no strong reason to block the deal in the first place and debating when government intervention in business is justified. Finally, they explore Neuralink’s latest funding round, acknowledging the technology’s potential while cautioning that widespread adoption may take longer than expected. 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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• Is the Market Calling Trump’s Bluff? — ft. Aswath Damodaran

  Scott and Ed discuss the latest tariff tensions between the U.S. and the European Union, how the market reacted to BYD’s price cuts, and a potential sale of OnlyFans. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to break down what he’s learned about the markets since Liberation Day. He discusses why investors may soon shift their focus back to earnings, offers his take on BYD, and weighs in on when tariffs and rising deficits could start impacting the markets. Take a survey to let us know what you think about the show 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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