Can a Podcast Change Southwest Airlines? + The College Consulting Business | Prof G Markets [Video]

This week on Prof G Markets, Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott’s new podcast is a smart tool for its activist play at Southwest Airlines. He also explains how podcasts have become the premier way to monetize attention. Finally, Ed and Scott discuss the college consulting industry and explain why they think the business will only continue to grow.

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Timestamps:
00:00 – Today’s number
00:19 – Today’s episode
03:57 – Market Vitals/Headlines
20:44 – Ad Break
22:56 – Can a Podcast Change Southwest Airlines?
39:49 – Ad break
38:19 – The College Consulting Business
52:03 – Week Ahead
52:13 – Prediction

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Headlines:
Appeals court fast-tracks CFTC challenge to Kalshi political bets
https://www.cnbc.com/2024/10/14/election-bets-appeals-court-fast-tracks-cftc-vs-kalshi-case.html

Wall Street lenders beat earnings estimates as investment banks rebound
https://uk.finance.yahoo.com/news/goldman-bank-america-citi-beat-141751261.html?guccounter=2

Chip Stock Selloff Persists in Europe, Asia After ASML Warns of Slower Recovery
https://www.wsj.com/business/earnings/chip-stock-selloff-persists-after-asml-warns-of-slower-recovery-018c2cc4

Hungry for Energy, Amazon, Google and Microsoft Turn to Nuclear Power
https://www.nytimes.com/2024/10/16/business/energy-environment/amazon-google-microsoft-nuclear-energy.html

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