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The Prof G Pod with Scott Galloway · May 12, 2025 · 57 min

Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?

Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. Ed lays out his case for why the company is deeply undervalued. Finally, they break down Uber’s latest earnings and explain why certain societal factors make them particularly optimistic about the company’s future. 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

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transcript

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show notes

Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. Ed lays out his case for why the company is deeply undervalued. Finally, they break down Uber’s latest earnings and explain why certain societal factors make them particularly optimistic about the company’s future.

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:

Follow Scott on Instagram
Follow Ed on Instagram and X

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

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