An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Prof G Markets

Vox Media Podcast Network

Entrepreneurship, Investing, Business

4.6 • 722 Ratings

🗓️ 7 October 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but breaks down why he would still invest in the company. Scott and Ed debate about sovereign wealth funds in the Gulf and whether or not the funds make smart investments. Finally, they examine Nike’s earnings and break down why Nike’s dependence on its brand might have led to its downfall. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Kate's just off to work after sleeping in the best bed in the business.
0:04.0	And my word, doesn't she look ready for anything?
0:07.0	Something about her smile is just brighter.
0:10.0	Her eyes seem glintier, and she just feels so much more...
0:15.0	Kate-ier?
0:16.0	Of course it's no surprise really, because last night she slept at Premier Inn,
0:20.0	and she got up to 15% off with business booker.
0:23.6	Get better sleep for your money.
0:25.6	Premier In, rest easy.
0:28.6	T's and C is apply.
0:30.6	Adobe Express is the quick and easy Create Anything app.
0:35.6	It has taken my content to the next level, making it simple to create everything I need to promote my business.
0:41.3	From Instagram and TikTok posts to logos and flyers, all in just a few clicks.
0:47.3	Build your brand with Adobe Express.
0:49.3	Search for Adobe Express to find out more and get the app for free.
0:53.3	Adobe Express, the quick and easy create-anything app.
1:00.8	Amazon offers term time working to their employees, like Anton,
1:07.0	who's home to look after his daughters during their holidays.
1:10.2	Hello!
1:11.1	To him, this is the best sound in the world.
1:17.5	Actually, maybe that's the best sound of all.
1:21.6	Now that's term time working.
	...

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