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

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 10 March 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	The Autopilot Order.
0:01.7	Now, informal.
0:02.9	The strong urge felt at the ordering kiosk or drive-through
0:05.6	that takes over the entire body and mind
0:07.8	and results in a person ordering a Big Mac without even having to think.
0:11.5	Related phrases.
0:12.5	Looks like I've ordered a Big Mac again.
0:14.6	The Autopilot Order at McDonald's.
0:18.0	Serves from 11am subject to availability.
0:21.3	If you think talking about finances in general is hard, try talking to your parents about money.
0:27.7	What you don't want to do is like, do you have any money? What's going on?
0:31.1	You don't want to come at them in a more adversarial way. Or, as I said, you don't want to come out like you're now the parent.
0:39.2	What to do about the ups and downs of your 401K? If you or someone you care about plans to retire soon,
0:46.5	that's on the next explain it to me. New episodes every Sunday morning.
0:53.8	Today's number, $145 million. The co-founder of fintech startup aspiration was arrested last
1:00.8	week for allegedly conspiring to defraud as investors of $145 million. By the way, we called
1:05.5	bullshit on this company four years ago. Speaking of climate change, Ed, what do climate change deniers
1:12.0	and pedophiles have in common?
1:13.8	What's that?
1:14.4	They're both fucking the next generation.
1:30.4	That's good. Great joke.
1:31.2	Yeah, the pedophile stuff never gets old.
	...

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