Prof G Markets: Winners and Losers Under Trump’s Second Term

Eric Schmidt, a technologist, entrepreneur, philanthropist, and Google’s former CEO, joins Scott to discuss the dangers and opportunities AI presents and his latest book, Genesis: Artificial Intelligence, Hope, and the Human Spirit.  Follow Eric, @ericschmidt. Scott opens with his thoughts on Netflix’s bet on live sports.  Algebra of happiness: don’t let perfect be the enemy of good.  Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott discusses Apple’s future under a second Trump Administration, specifically how tariffs could affect the tech company. He then speaks about the voter turnout in the 2024 election. He wraps up with advice to a listener looking to develop their writing skills.  Music: https://www.davidcuttermusic.com / @dcuttermusic Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott and Jessica dive into Trump’s eyebrow-raising cabinet picks, including Pete Hegseth, Matt Gaetz, Tulsi Gabbard, and RFK Jr., and what they signal for the future of U.S. leadership. They also explore the GOP’s new House majority and how they might handle the reins of power. Follow Jessica Tarlov, @JessicaTarlov.  Follow Prof G, @profgalloway. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Follow Prof G Markets: Apple Podcasts Spotify  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. 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. He and Ed consider how fears of AI’s negative impact on certain sectors may have been overstated. Finally, they discuss the newly proposed Department of Government Efficiency and highlight one potential benefit it could bring to the nation.  Check out Prof G Markets in Spanish and Portuguese on Youtube.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

As read by George Hahn. https://www.profgalloway.com/the-testosterone-election/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dr. Jenny Schuetz, a nationally renowned economist, author, and policy expert on housing and land use, joins Scott to discuss trends and structural shifts occurring in the housing market, America’s broken housing system, and potential policy solutions.    Follow Jenny, @jenny_schuetz. Scott opens with his thoughts on FTC Chair Lina Khan’s uncertain future under a second Trump administration.  Algebra of happiness: How Scott copes during hard times. Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott discusses brand strategy, specifically why some brands have strong reputations while others don’t. He then advises a listener who shares a name with an adult film star and is struggling with those SEO implications. He wraps up with his thoughts on bucket lists and advice to a listener turning 40 years old.  Music: https://www.davidcuttermusic.com / @dcuttermusic Subscribe to No Mercy / No Malice Buy "The Algebra of Wealth," out now. Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott and Jessica dig into the Democratic blame game as party leaders clash over what went wrong. Did Biden's decision to run set them back, or was it Harris’s approach on key issues? They also break down Trump’s latest cabinet picks and what they reveal about his plans for his return to power. Plus, how the media should cover Trump’s second term.  Follow Jessica Tarlov, @JessicaTarlov.  Follow Prof G, @profgalloway. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Follow Prof G Markets: Apple Podcasts Spotify 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.  Check out Prof G Markets in Spanish and Portuguese on Youtube.  Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

As read by George Hahn. https://www.profgalloway.com/the-podcast-election/ Learn more about your ad choices. Visit podcastchoices.com/adchoices