Prof G Markets

• Searching For Value Outside the U.S. — ft. Lyn Alden

  Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025.  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 @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

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• The S&P 500 Enters Correction Territory

  Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked bags, Eric Schmidt’s appointment as CEO of Relativity Space, and the latest developments in Saudi Arabia’s Neom project. They then analyze the ongoing tariff battle, exploring its biggest potential consequences and why Scott believes China could ultimately come out ahead. Finally, they break down the $5 trillion market sell-off, and Ed highlights the key winners and losers from the plunge. Subscribe to the Prof G Markets newsletter  Join us for a live recording at SXSW Order "The Algebra of Wealth," out now 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

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• Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)

  From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why the United States is considering banning DeepSeek. They then break down why the big banks are predicting an increased recession risk, exploring the recent pain in the stock market and the potential fallout if a recession hits. They also discuss how tariffs are driving up the cost of building a home, and Scott challenges the notion that home ownership is the best path to wealth. Finally, Scott fields some audience questions to close out 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 @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

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• Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

  Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, breaking down why it could be a highly profitable move. They also discuss what Apple’s newest product launches reveal about the state of the company. Scott explains why he’s begun offloading his Apple stock, while Ed makes a prediction about where shares are headed in the next six months. Subscribe to the Prof G Markets newsletter  Join us for a live recording at SXSW Order "The Algebra of Wealth," out now 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

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• The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter

  Ed and Scott open the show by discussing why European defense stocks surged following Trump's meeting with Zelensky, the announcement of a U.S. crypto reserve, and the latest tariffs targeting Canada and Mexico. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins the show to break down what antitrust enforcement could look like under the Trump administration. He explains why healthcare should be a top priority for regulators, pulls back the curtain on how lobbyists try to influence antitrust cases, and gives an update on the ongoing Google antitrust lawsuit. Finally, Jonathan weighs in on the growing monopoly concerns in AI and highlights which industries are most in need of tougher antitrust scrutiny.  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 @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

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