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Prof G Markets

Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter

Prof G Markets

Prof G Media & Vox Media

Business, Entrepreneurship, Investing

4.31.4K Ratings

🗓️ 30 July 2025

⏱️ 26 minutes

🧾️ Download transcript

Summary

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 Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Race the rudder, raise the sails, raise the sales!

0:05.0

Captain, an unidentified ship approaching. Over.

0:07.0

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0:13.0

Reach sales professionals, not professional sailors.

0:17.0

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0:21.4

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0:26.6

That's LinkedIn.com slash lead. Terms and conditions apply.

0:30.1

The road stretches before you, but there's trouble ahead, stationary cars. You're faced with the McDonald's side mission.

0:36.8

Do you, A, join the ever-growing

0:39.0

queue, or B, take the next exit and treat yourself to a glorious Mackey's?

0:45.1

Detouring to McDonald's. Start your side mission today.

0:50.0

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0:57.4

and earning customer trust has never mattered more. Vanta helps companies get compliant fast and stay

1:03.1

secure, with the most advanced AI automation and continuous monitoring out there. So whether

1:08.0

you're a startup going for your first SO two or ISO-27,001,

1:11.7

or a growing enterprise managing vendor risk, Banta makes it quick, easy and scalable,

1:16.7

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1:20.8

Today's number 16. That is the percentage of French people who say they can live without cheese.

1:29.0

The other number we could have gone with is 31.

1:31.9

That's the percentage of French people who say they can live without a phone.

1:35.6

Put another way, cheese is more important to French people than technology.

1:41.6

And that will explain why no one wants to invest in France.

...

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