Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. Ed lays out his case for why the company is deeply undervalued. Finally, they break down Uber’s latest earnings and explain why certain societal factors make them particularly optimistic about the company’s future. 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
Chapter 4: Is Uber recession-proof?
Chapter 5: How does Apple's potential shift impact Google?
Chapter 6: What makes Google possibly undervalued?
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What's up, y'all? It's Kenny Beecham. We are currently watching the best playoff basketball since I can't even remember when. This is what we've been waiting for all season long. And on my show, Small Ball, I'll be breaking down the series matchups, major performances, in-game coaching decisions, and game strategy and so much more for the most exciting time of the NBA calendar.
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Today's number, $200 billion. That's how much Bill Gates plans to give away to philanthropies over the next 20 years. True story, Ed. All of Bill Gates' nannies supposedly quit and went to work for Steve Jobs. And he was reported to say, fucking jobs coming for our immigrants. Get it? Little turn of phrase there. Little twist of phrase. Little semantic humor there.
How are you, Ed? I'm doing pretty well. Did you come up with that joke? Did you find that joke? Nothing I do is original, Ed. Really? Okay. It's an interesting joke to be floating out there in the ether. Very specific to our business.
Yeah, nothing I do is original. Greatness is in the agency of others. I agree with that. I'm like a less wealthy form of China. I steal a lot of IP, and I repackage it as my own, and then I export it back to other people via this podcast.
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