Global Financial Markets Intelligence: business corporate events

Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see the biggest gains and losses under the Trump administration. They also discuss which regulators will survive the Trump administration and explain what the market is telling us about the future of housing prices.

Scott shares his thoughts on the latest revenue numbers from ByteDance, and whether or not we can trust any numbers coming from a private Chinese company. He also breaks down Target’s huge earnings beat, and discusses why luxury watches shouldn’t be treated as investments. Scott shares his thoughts on who stands to win and lose after the SEC’s approval of eleven bitcoin ETFs. He also discusses a scandal in the startup world and explains why there’s enormous opportunity in the secondary market. Scott shares his thoughts on why VC-backed startups are burning through so much cash, and what 2024 has in store for them. He then breaks down Netflix’s latest earnings and discusses its unexpected competition.

1. Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI.
2. This week on Prof G Markets, Scott shares his thoughts on Vice’s imminent bankruptcy, Hindenburg’s latest short position, and Chegg’s battered stock.
3. Tesla’s rise and Musk’s wholly unorthodox approach to building his business represented the start of something entirely different from what we were accustomed to.
4. Then Scott breaks down how Chegg allowed ChatGPT to take its business to the woodshed and why he thinks the ed tech company’s bonds could make for a lucrative investment.

Markets: Prof G Markets: Paying for Crypto’s Sins — with Mike Novogratz

Existing modular solutions can be overly complex, requiring significant time and investment that many businesses can’t afford. In this climate, there’s a clear need for a simple, integrated solution that empowers companies to take their issuance to the next level. In recent years, the world of payments has undergone several significant changes.

Internal Market, Industry, Entrepreneurship and SMEs

Finally, he breaks down Intel’s fall from grace and gives his perspective on Trump and Harris’ economic plans. Scott and Ed open the show by discussing the DOJ’s antitrust lawsuit against Visa, Meta’s new AR glasses and the recent executive resignations at OpenAI. Then Scott explains why Palantir is one of the most overvalued companies in tech, and why he thinks the brand has resonated with retail consumers. He also advises current Palantir employees on what he thinks they should do with their stock options.

Markets: Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors

Then Scott and Ed break down the latest big bank earnings and discuss “Basel III endgame,” a proposal for stricter capital requirements at banks following last year’s banking crisis. Scott and Ed open the show by discussing the global sell-off, Berkshire Hathaway’s portfolio management, and Intel’s terrible earnings. Then Mark Mahaney, senior managing director and head of internet research at Evercore, joins the show to discuss why the market’s freakout is an opportunity, not a crisis. He also shares how recent tech earnings are sending signals that we’re headed for a soft landing, not a recession. Finally, he identifies a couple small and mid-sized companies he thinks could be destined for mega-cap status. Scott explains how he approaches money with his partner, his parents, and his children.

He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly. Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company.

Markets: The Trump Trade & The Vibecession — ft. Kyla Scanlon

Silicon Valley Bank collapsed on Friday — the second-largest bank failure in our nation’s history. In today’s special episode, Scott and Ed break down what happened, how it happened, and what might happen next. Scott also addresses government bailouts, the consolidation of banking power, and ends with a word of advice to the thousands of entrepreneurs who will be affected by this failure. This week on Prof G Markets, Scott explains why he thinks TikTok is headed for a spin-out rather than a ban.

The Dow Jones Industrial Average finished the year up 26.5%, its best finish in 18 years. The S&P 500 g markets had its best annual return in 16 years, capping out the year with an almost 30% return, ending December at a new record. The Nasdaq soared 38.2%, led by an emerging group of biotechnology and solar stocks that put on an extraordinary show for a new generation of growth stock enthusiasts. I remember distinctly how hesitant investors were to think positively about the future back then.

1. He then shares his thoughts on Disney’s $60 billion investment in its parks and cruises business.
2. From vehicle collection to B2B marketing – everything from a single source.
3. 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.
4. In this climate, there’s a clear need for a simple, integrated solution that empowers companies to take their issuance to the next level.
5. Then Scott and Ed discuss JPMorgan’s tax management business and Scott breaks down different tax avoidance strategies he thinks more young people should know about.

This week on Prof G Markets, Scott shares his thoughts on Carvana’s questionable governance in light of its recent debt restructuring. He then explains why Hollywood writers and actors should be picketing outside of Microsoft instead of the studios. Scott also discusses the successful public debut of Oddity, a beauty AI company, and why he tends to hold onto stocks for at least a year, even if they seem like momentum trades. This week on Prof G Markets, Scott shares his thoughts on Exxon’s $60 billion acquisition of Pioneer. He then explains why private credit firms are essentially marketing organizations, and why you’re better off investing in index funds. Scott also takes a look at Ireland’s new sovereign wealth fund and proposes a global minimum corporate tax.

Finally, he breaks down where he thinks the housing market is headed and offers a solution to the housing affordability crisis. Scott and Ed open the show by discussing Tesla’s Robotaxi event, JPMorgan’s earnings, and the bull market’s second birthday. Then Alice Han, China economist and director at Greenmantle, joins the show to break down the latest fiscal policies coming out of China. She also shares how she thinks about investing in Chinese markets, discusses the likelihood that China will invade Taiwan, and explains why China’s trade surplus is causing problems for the country. Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell.

Led by Jim DeMare, the Global Markets business continues to be driven through the lens of our clients. Our sales and trading platform offers a full suite of market-making, financing, securities-clearing, settlement and custody services to our clients globally. Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for no mercy, no malice insight from Scott Galloway and Ed Elson on high flying stocks, booming sectors, and master of the universe CEOs. This week on Prof G Markets, Scott reflects on the results of the latest tech IPOs and questions if the public markets are in structural decline.