Is Imperialism Good for Your Portfolio?

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.3 • 1.4K Ratings

🗓️ 12 January 2026

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year and examine the effects of deregulation under the Trump administration. Robert explains why he thinks consolidation in banking could be potentially beneficial. Finally, they go over Robert’s predictions for the rest of the year. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Support for the show comes from Funrise. For the past seven years, there's been a room in finance
0:05.4	most people couldn't enter, a room where you could have invested in some of the biggest names
0:09.4	in tech companies like Airbnb and Uber before their multi-billion dollar IPOs. I'm talking about
0:15.7	venture capital. Funrise recently took a sledgehammer to those closed doors by launching a venture
0:20.6	capital product that's available to anyone.
0:23.3	Their mission is to give everyone the chance to invest in the best tech and AI companies before they go public.
0:28.9	You can visit Funrise.com slash ProfG to check out Funrise's venture portfolio and get in early today.
0:35.4	All investments involve risk, including the potential loss of principle,
0:38.5	past performance is not indicative of future results. This is a paid advertisement.
0:45.7	Support for the show comes from Public, the investing platform for those who take it seriously.
0:50.4	On Public, you can build a multi-asset portfolio of stocks, bonds, and options, and now generated
0:55.2	assets which allow you to turn any idea into an investable index with AI.
0:59.0	Go to public.com slash podcast and earn an unkept 1% bonus when you transfer your portfolio.
1:04.3	That's public.com slash podcast.
1:06.7	Paid for by Public Investing, Brokerage Services by Open to the Public Investing Inc. member FINRA and SIPC.
1:12.2	Advisory service by Public Advisors LLC, SEC Registered Advisor.
1:15.9	Generated assets as an interactive analysis tool.
1:18.1	Output is for informational purposes only and is not an investment recommendation or advice.
1:22.1	Complete disclosures available at public.com slash disclosures.
1:27.3	Support for this show comes from Rocket Money.
1:30.2	There are very few easy things about managing your money.
1:33.9	How many subscriptions is too many subscriptions?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Prof G Media & Vox Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Prof G Media & Vox Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.