State of Play: GameStop

01/29/21 • 40 min

2 Listeners

Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss the news surrounding GameStop and the short squeeze. Aswath also shares his thoughts on SPACs, the markets more broadly, and the importance of diversifying your portfolio. Follow him on Twitter, @AswathDamodaran.

Additional music by: https://www.davidcuttermusic.com / @dcuttermusic

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Additional music by: https://www.davidcuttermusic.com / @dcuttermusic

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Previous Episode

State of Play: Inflation, Twitter, and Story Stocks

Neil Irwin, a senior economic correspondent at The New York Times, joins Scott to discuss the economic learnings from the Trump-era, inflation, and his thoughts on the stimulus efforts. Neil is also the author of, “The Alchemists: Three Central Bankers and a World on Fire” and “How to Win in a Winner-Take-All World.” Follow him on Twitter, @Neil_Irwin. (18:22)

Scott opens with why Twitter needs a new business model and details what strengths Twitter can leverage. Scott makes the case for new leadership at Twitter.

This Week’s Office Hours: Bitcoin (46:36), Amazon platform sellers (51:17), and the future of story stocks (55:29). Have a question for Scott? Email a voice recording to [email protected].

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Next Episode

GameStop Saga Continued

Whitney Tilson, the founder and CEO of Empire Financial Research, joins Scott to discuss the learnings from the WallStreetBets short-squeeze and the markets more generally. We also find out why Whitney is bullish on Transportation as a Service (TaaS). Follow him on Twitter, @WhitneyTilson. (16:54)

Scott opens with his thoughts on the latest developments involving GameStop. Scott also explains how Apple CEO Tim Cook discussing the importance of privacy is an example of “laddering.” (9:56)

This Week’s Office Hours (47:31): angel investing (51:50), why Apple should acquire Peloton instead of doing a product partnership (47:55), and Gap’s brand strategy (55:29). Have a question for Scott? Email a voice recording to [email protected].

Algebra of Happiness: Marshall Plan for Moms (61:03)

Reading Recommendation: Innovation & Recasting Your Life

Opening joke credit: Simon Holland

Additional Music: https://www.davidcuttermusic.com / @dcuttermusic

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