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Prof G Markets

What to Buy When the Tech Sector is On Sale — ft. Mark Mahaney

Prof G Markets

Vox Media Podcast Network

Entrepreneurship, Investing, Business

4.6722 Ratings

🗓️ 1 May 2025

⏱️ 65 minutes

🧾️ Download transcript

Summary

Scott and Ed discuss Huawei’s new challenge to Nvidia, Apple shifting U.S. iPhone production from China to India, and Spotify’s Q1 earnings report. Then Mark Mahaney, senior managing director and head of internet research at Evercore, returns to the show to share his top internet stock picks. He explains why he believes Google is the cheapest of big tech, highlights the strategic value of Waymo, and offers his insights on Uber. He also breaks down what’s driving market enthusiasm around Netflix and Spotify. 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

Transcript

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0:00.0

Support for the share comes from public.com. If you're serious about investing, you need to know about

0:05.0

public.com. That's where you can invest in everything, stocks, options, bonds, and more. And even under 6% or higher yield that you can lock in with a bond account. Visit public.com slash prop G and get up to $10,000 when you transfer your old portfolio. That's public.com slash profi.

0:22.2

Paid for by public investing. All investing involves the risk of loss, including loss of

0:26.3

principal. Brokered services for U.S. listed registered securities, options, and bonds.

0:30.7

In a self-directed account are offered by Public Investing, Inc., member FINRA, and SIPC,

0:36.1

complete disclosures available at public.com slash disclosures.

0:39.8

I should also disclose I am an investor in public.

0:45.9

If you think talking about finances in general is hard, try talking to your parents about money.

0:52.4

What you don't want to do is like, do you have any money?

0:54.9

What's going on?

0:55.8

You don't want to come at them in a more adversarial way.

1:00.1

Or, as I said, you don't want to come out like you're now the parent.

1:04.1

What to do about the ups and downs of your 401K?

1:07.4

If you or someone you care about plans to retire soon,

1:12.8

that's on the next explain it to me.

1:15.0

New episodes every Sunday morning.

1:27.8

Hey, it's Marquez from the Waveform podcast, and I wanted to tell you about a special episode we just released called Your Favorite Creators' Favorite Cameras.

1:31.5

This is pretty much the biggest behind-the-scenes video on the internet.

1:36.6

We talked to Casey Nystad on why he switched cameras after shooting Canon for so many years.

1:41.4

One of the hosts of the travel game show Jetlag, The Game, whose award-winning show is entirely shot on iPhones, and tons of other tech, food, and

1:45.0

filmmaking creators. So if you want to see how your favorite creator is filming their videos,

1:49.2

be sure to check out Wave Form wherever you listen to your podcasts.

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