Prof G Media

In place of Office Hours this week, we’re bringing you our conversation with Bill Keller, the author of What’s Prison For, the former executive editor of The New York Times, and the founding editor of The Marshall Project. Bill joins Scott to discuss prison reform, the role race plays in incarceration, and what most of us don’t know about the prison system. You can find him on Twitter @billkellernyc.

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This week on Prof G Markets, we’re starting the year by getting down to the basics and answering a foundational question: what is a stock? Scott shares the story of his first-ever investment as a 13-year-old, and offers his thoughts on how to value a stock.

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

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We hear part two of Scott's 2023 Predictions Livestream. Plus, we hear predictions from several blue-flame thinkers on the global economy, healthcare, cities, and the financial markets.

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For our first Office Hours episode of the new year, we’re highlighting Scott’s most helpful advice. We hope this helps you start 2023 on the right foot. Enjoy!

Music: https://www.davidcuttermusic.com / @dcuttermusic

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This week on Prof G Markets, we hear part one of Scott’s predictions for 2023. Tune in on Thursday for part two. 

Music: https://www.davidcuttermusic.com / @dcuttermusic

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Today, we’re recapping some of the best insights from the Prof G Pod’s Conversations in 2022. 

Episodes in order of appearance:

Super Fast Delivery – with Ralf Wenzel (CEO of JOKR).

The Making of Silicon Valley – with Margaret O’Mara (Professor at Washington University).

The Streaming Wars – with James Andrew Miller (Investigative Journalist).

Economic Cycles, Investing in Education and Working through Grief with Ray Dalio (Investor).

Startups vs. Big Corporations, Regulating Monolopies, and Tech Folly – with Noam Bardin (CEO of Post News).

The Frothy Real Estate Market – with Abbey Wimemo and Samir Goel (Co-founders of Esusu).

How Money Laundering Took Over London – with Oliver Bullough (Journalist and Author).

Inside Davos + Understanding the Geopolitical Recession – with Ian Bremmer (Professor at NYU.)

Your Mind on Psychedelics – with Michael Pollan (Professor at UC Berkeley School of Journalism.)

China’s Surveillance State – with Liza Lin and Josh Chin (Wall Street Journal Reporters.)

Rewriting the Rules of Capitalism – with Mariana Mazzucato (Professor at University College London.)

Future of Cities, Work, and Office Space with – Dror Proleg (Economic Historian).

Failing Young Men – with Richard Reeves (Senior Fellow at Brookings Institute).

Scott opens by thanking YOU for supporting Prof G Pod in 2022.

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In place of Office Hours this week, we’re sharing our interview with the CEO of Fortune Media, Alan Murray. Alan discusses stakeholder capitalism, what makes a successful CEO, and the evolving digital media landscape. Follow Alan on Twitter, @alansmurray.

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This week on Prof G Markets, Scott reflects on a year in markets defined by the war in Ukraine, inflation, and the decline of risk capital. He shares his main takeaways from 2022 as well as what he hopes investors learned from the year.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/2022-predictions-review/

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Jim Rowan, the CEO of Volvo, joins Scott to discuss the state of play in the global automobile market including the rise of electric vehicles, disruptions to the traditional automakers, and the winners and losers in the space. 

Scott opens with his thoughts on Facebook threatening to remove news from its US platform as well as a poor branding decision by Warner Bros Discovery. 

Algebra of Happiness: reach out to someone.

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Scott takes a question about antitrust lawsuits and Google. He then shares his thoughts with a journalism student questioning whether they should go to law school, and ends with advice on prioritizing career opportunities.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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This week on Prof G Markets, Scott shares his thoughts on why Robinhood is starting to offer retirement accounts. Then Aswath Damodaran, a professor of finance at NYU Stern, joins Scott for a Lightning Round on Apple, Amazon, Bob Iger, Chinese stocks, and opportunities in the markets. Finally, we hear a prediction for Disney in 2023. 

Show Notes:

Robinhood

Bob Iger

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/friends/

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Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a possible recession. Follow Mark on Twitter, @Markzandi.

Scott opens with his thoughts on investing in Chinese stocks. 

Algebra of Happiness: Communicating with your elderly parent.

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Scott takes a question about e-commerce for electric vehicles. He then offers advice about taking severance before you’ve officially been laid off and ends with some reflections on unconditional love.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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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.

Show Notes:

DealBook Summit

Crowdstrike

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/cognitive-dissonance/

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Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss Twitter and Meta, his outlook on the economy and valuations. He also shares his thoughts on the state of the crypto market. Follow Aswath on Twitter, @AswathDamodaran.

Scott opens with his thoughts on zero-covid policies in China, Twitter and the rage machine, as well as what he’s watching on TV right now.

Algebra of Happiness: Freudenfreude

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Scott takes a question about whether the Degrowth Movement stands a chance. He then offers guidance to a mother in a tough position and finishes by sharing his wisdom on work-life balance.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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In this special edition of Prof G Markets, Scott shares his childhood experience of holiday sales, as well as his thoughts on a new retail tactic that’s driving consumers to stores. 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. Scott closes out the show with advice to those who’ve been laid off ahead of this week's unemployment numbers. 

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

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Scott takes a question about tensions between China and Taiwan and the potential impact on Apple stock. He then shares his thoughts on a career in sales and finishes with a pep talk to a listener who was recently laid off. 

Music: https://www.davidcuttermusic.com / @dcuttermusic

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Description: This week on Prof G Markets, Scott explains why Target and Walmart had such contrasting earnings reports for the third quarter, and offers his insight on Target’s brand strategy. He then shares his thoughts on why hedge funds might be buying up shares of Pinterest, and whether hedge fund disclosures are worth paying attention to for the typical investor. Scott also examines Estée Lauder’s acquisition of Tom Ford, and gives advice to entrepreneurs on how to gauge when it’s time to sell a company.

Show Notes:

Target and Walmart

Hedge funds and Pinterest

Estée Lauder and Tom Ford

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/ai/

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Rory Smith, the chief soccer correspondent of The New York Times and author of the new book, Expected Goals: The Story of how Data Conquered Football and Changed the Game Forever, joins Scott to discuss the state of play in professional soccer and what to expect during the upcoming World Cup. Follow Rory on Twitter, @RorySmith.

Scott opens with his thoughts on Walgreens moving further into the healthcare space, as well as Gap's decision to start selling on Amazon’s marketplace. 

Algebra of Happiness: respect our institutions.

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Scott takes a question about the future of Boom Supersonic. He then shares his thoughts on owning Amazon stock and offers suggestions on how to best take advantage of a gap year before college.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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Professor Yermack, Chair of the Finance Department at NYU Stern, explains how and why FTX fell apart.

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This week on Prof G Markets, Scott shares his thoughts on how Sam Bankman-Fried’s crypto exchange FTX came crashing down like a house of cards. He then explains what Disney’s earnings reveal about a streaming market headed for consolidation, and why HBO makes for an appealing acquisition target. And in this week’s Unpack, we check in on the cannabis industry after the recent midterms, and learn where the investment opportunities might be. 

Show Notes:

FTX

Disney Earnings

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/hubris/

Scott clip credit: Hulu's documentary, "WeWork: Or the Making and Breaking of a $47 Billion Unicorn"

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Dolly Chugh, a social psychologist and management professor at the NYU Stern School of Business, and author of the new book, A More Just Future: Psychological Tools for Reckoning with Our Past and Driving Social Change, joins Scott to discuss what makes a good manager, her thoughts on cancel culture, and working in higher education. Follow Dolly on Twitter, @DollyChugh, and check out her newsletter, Dear Good People. 

Scott opens with his thoughts on the recent layoffs in the tech sector, as well as the latest on Elon Musk and Twitter (what a shocker). 

Algebra of Happiness: Step up to the plate.

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Scott takes a question about the value of a board of directors. He then suggests ways to make corporate recruiting less elitist and shares his experience balancing his ambition and personal life.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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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.

Show notes:

Twitter

Airbnb

Uber

China's PMI

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/elephants-in-the-room/

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Katherine Gehl, the founder of The Institute for Political Innovation and co-author of “The Politics Industry: How Political Innovation Can Break Partisan Gridlock and Save Our Democracy,” joins Scott to discuss why it’s time to disrupt the politics industry with Final Five Voting. 

Scott opens with his thoughts on why Twitter’s subscription model is all wrong. 

Algebra of Happiness: Get memories out of your parents while you can. 

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Scott takes a question about shorting stocks like Meta and Twitter. He then shares his opinion on the ethics of attending the World Cup in Qatar, and suggests methods for acquiring new customers.

(Note: this episode was recorded prior to Elon Musk taking Twitter private).

Music: https://www.davidcuttermusic.com / @dcuttermusic

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This week on Prof G Markets, Scott deciphers where the investment opportunity might be after Adidas severed ties with Kanye West. He also breaks down how Google did so poorly in the third quarter, and why Meta now looks like a distressed asset. And in this week’s unpack, we learn about how investors react to Fed chair speeches, plus what to listen for at Jerome Powell’s next press conference.

Show Notes:

Adidas

Google

Meta

The Crash of ‘79

Music: https://www.davidcuttermusic.com / @dcuttermusic

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/the-line/

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Richard Reeves, a senior fellow at the Brookings Institution and author of several books including his latest, Of Boys and Men: Why the Modern Male Is Struggling, Why It Matters, and What to Do About It, joins Scott to discuss how the US has set up boys to fall behind, and how that manifests into adulthood. Follow Richard on Twitter, @RichardvReeves.

Scott opens with his thoughts on big tech’s ability to monetize utility. 

Algebra of Happiness: demonstrate generosity.

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Scott answers a question about what might be preventing a Peloton acquisition. He then shares his best tips for determining where to live abroad and explains how society can encourage ethical leadership in tech.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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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. He then shares his thoughts on why catering to the 1% continues to be a lucrative business model, even as it sows inequality of opportunity. And in this week’s unpack, we learn about why the CEO of Nikola was just convicted of securities fraud.

Show Notes:

Goldman

Restaurant NFTs

Nikola

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/churn/

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Andrew Jennings, a professor of corporate governance and securities at Brooklyn Law School, joins Scott to discuss the latest around the Elon Musk v. Twitter Trial. Follow Professor Jennings on Twitter, @akjennings.

Scott opens with his thoughts on what makes good management. 

Algebra of Happiness: planning for an empty nest

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Scott answers a question about the power of luxury fitness brands to build community amongst an increasingly secular society. He then shares his thoughts on the corruption of OPEC and finishes with a passionate rant about lowering the cost of college.

Music: https://www.davidcuttermusic.com / @dcuttermusic

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This week on Prof G Markets, Scott explains why margin calls may have played a role in John Foley's departure from Peloton. He then offers his thoughts on Meta’s continued pursuit of the metaverse, and shares his experience of owning and selling a private jet amid a red-hot private aviation market. Finally, in this week’s unpack, we answer a question some listeners might be afraid to ask: what is the Fed?

Show Notes:

Foley’s Margin Calls

Meta and Microsoft

Private Aviation

What is the Fed?

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/incarcerated/

Sound Effect source: The Mask You Live In.

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Reid Hoffman, an entrepreneur and an investor, joins Scott to discuss his thoughts on identity, artificial intelligence, businesses with network effects, and why we need more centrist politicians in the House. Reid also shares career advice from his latest book, “The Startup of You.” Follow Reid on Twitter, @reidhoffman.

Scott opens with his thoughts on Sheryl Sandberg’s $3 million donation to the ACLU, the benefits of failing fast, and Goldman Sachs’ missed brand opportunity. 

Algebra of Happiness: talk about your emotions. 

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Scott takes a question about the Thiel Fellowship and offers his thoughts on whether the government should subsidize business loans like they do for college loans. He then shares his ideas on America needing a rebrand, and explains the benefits of a S.A.F.E Agreement: Simple Agreement For Future Equity.

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As read by George Hahn.

Follow George on Twitter, @georgehahn.

https://www.profgalloway.com/text-ure/

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Ian Bremmer, the President of Eurasia Group, returns to the pod to discuss the latest around Russia’s invasion of Ukraine, including what it means for the rest of the world. We also get an update on US-China relations, the protests in Iran, and how Ian thinks about social media regulation. Follow Ian on Twitter, @ianbremmer. 

Scott opens with his thoughts on the idolatry of innovators. 

Algebra of Happiness: the death bed test.

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