Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
from The Prof G Pod with Scott Galloway
by Vox Media Podcast Network
Published: Mon Oct 07 2024
Show Notes
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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.
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