Prof G Markets

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 [https://links.profgmedia.com/markets-newsletter]  Order "The Algebra of Wealth" [https://links.profgmedia.com/algebra-of-wealth] out now Subscribe to No Mercy / No Malice [https://www.profgalloway.com/] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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 [https://www.profgmarkets.com/p/the-trade-war-is-back-but-this-time-nobody-s-buying-it?utm_content=curious_button] Order "The Algebra of Wealth" [https://links.profgmedia.com/algebra-of-wealth] out now Subscribe to No Mercy / No Malice [https://www.profgalloway.com/] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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 [https://www.profgmarkets.com/p/the-trade-war-is-back-but-this-time-nobody-s-buying-it?utm_content=curious_button] Order "The Algebra of Wealth" [https://links.profgmedia.com/algebra-of-wealth] out now Subscribe to No Mercy / No Malice [https://www.profgalloway.com/] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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 [https://www.profgmarkets.com/p/the-trade-war-is-back-but-this-time-nobody-s-buying-it?utm_content=curious_button] Order "The Algebra of Wealth" [https://links.profgmedia.com/algebra-of-wealth] out now Subscribe to No Mercy / No Malice [https://www.profgalloway.com/] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

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 [https://www.profgmarkets.com/subscribe]  Order "The Algebra of Wealth," [https://a.co/d/bMY25GC] out now Subscribe to No Mercy / No Malice [https://www.profgalloway.com/] Follow the podcast across socials @profgmarkets Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]