Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
from Prof G Markets
by Vox Media Podcast Network
Published: Mon Mar 10 2025
Show Notes
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.
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