Prof G Markets

• The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon

  Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks down how markets are responding to tariffs, where he thinks interest rates and inflation are headed, and the key investment themes he's watching for the rest of the year. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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• Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT

  Ed and Scott share their predictions for Figma’s highly anticipated IPO. Then Ed breaks down why the Federal Reserve decided to hold interest rates steady and unpacks the price tag on the AI licensing deal between the New York Times and Amazon.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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• Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter

  Ed breaks down why Novo Nordisk’s shares plunged after an investor call, explains how tariffs have started to show up in Procter & Gamble’s earnings and unpacks why SoFi has been growing so rapidly.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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• Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation

  Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall Street analysts have started upgrading Nike’s stock. Finally, he unpacks Anthropic’s latest funding round and points out who might be backing the AI startup. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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• Meme Stocks are Back — What’s Fueling the Resurgence?

  Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in store for U.S. companies. Then, they dig into OpenAI and Oracle’s latest partnership. Ed explains why he has been bullish on Oracle for a while and Scott makes the case that Larry Ellison is one of the more underrated figures in tech. Finally, they look into the comeback of meme stocks, what it reveals about the economy, and why young investors could be left holding the bag.  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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