Is Boeing a Buy? AI Picks & Shovels (and Scott’s Ketamine Trip) | Prof G Markets

This week on Prof G Markets, Scott shares the most impactful parts of his recent (and totally unrelated to the markets) ketamine trip. Then George Ferguson, senior Aerospace, Defense, and Airline analyst for Bloomberg Intelligence joins the show to break down what Boeing’s crisis means for the future of the company and its competitors. Finally, Scott and Ed take a look at an AI-adjacent investment area that’s starting to get a lot more attention.
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Timestamps:
00:00 - This week's number
00:29 - Today's episode
13:36 - Market Vitals/Headlines
28:48 - Is Boeing a Buy?
48:36 - AI Picks & Shovels
56:09 - Week Ahead
56:22 - Prediction
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Пікірлер: 128

  • @clownhands
    @clownhands2 ай бұрын

    Anytime I take ketamine or psychedelics, I have a deep non-judgmental awareness that “drinking alcohol is definitely stupid”, yet I’m still a drinker.

  • @patronspatron7681
    @patronspatron76812 ай бұрын

    Scott's right hand was a special and expressive guest in this episode. 😊

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    It always is, this time not under the table 😂

  • @M0SA1C_
    @M0SA1C_2 ай бұрын

    I love the door to deeper meaning being opened, stared at, basked in…and then WHAM… back to business 😂

  • @sagitta4291

    @sagitta4291

    23 күн бұрын

    1 month late to this but this is really a banger comment lmao

  • @johanneszwilling
    @johanneszwilling2 ай бұрын

    😎👍 Massive compliment for sharing that experience! This is (also) why we come here! Meaningful things have substance like this. Thank you, Sir!!

  • @nickrose3547
    @nickrose35472 ай бұрын

    The aviation dude crushed it

  • @internetshaquille
    @internetshaquille2 ай бұрын

    Wanting to own a piece of Boeing oughtta be in the DSM5

  • @jannichi6431

    @jannichi6431

    2 ай бұрын

    Airbus has been the superior company for decades now.

  • @guyinshirt_

    @guyinshirt_

    2 ай бұрын

    question is which piece? I hear there's a lot of them falling out of the sky recently

  • @MickDavies

    @MickDavies

    2 ай бұрын

    Underrated comment! 😂

  • @dawnfmEnthusiast

    @dawnfmEnthusiast

    2 ай бұрын

    Wasn’t aware that you tune into the show, IShaq!

  • @ehlava

    @ehlava

    2 ай бұрын

    probably a side effect of Ketamine usage

  • @andybaldman
    @andybaldman2 ай бұрын

    Curious to see if Scott becomes more self-aware and has a different take on himself after his first trip.

  • @paxdriver
    @paxdriver2 ай бұрын

    The opening real talk is actually quite refreshing. I know you like to coach young men and I think you both did a great job of having a funny touchy feely talk after an experience like that. Really respect that you slip this stuff into your work, respect to the crew.

  • @myname7890
    @myname78902 ай бұрын

    Nice way to evade the question Ed

  • @ConAntonakos

    @ConAntonakos

    2 ай бұрын

    Acting like we didn't notice 😂

  • @Deanriley

    @Deanriley

    2 ай бұрын

    Extremely intelligent

  • @tombesson7293
    @tombesson72932 ай бұрын

    I was once asked if I use drugs. My reply was, "I don't use drugs. I AM drugs." My motto was, "I'll try anything twice". However, as I grow older and longer in the tooth, I realize that things I once enjoyed no longer work on me. I've given up drugs and can now confidently say that I've been straight for, literally, hours.

  • @jasonnugent963
    @jasonnugent9632 ай бұрын

    Really super cool to hear Scott's experience with ketamine. It speaks a lot to the usefulness of psychedelic experiences,. but also that someone is able to articulate the experience as well as what useful things he got out of it. Thank you for this.

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    Usefulness of drugs 😂😂😂

  • @jasonnugent963

    @jasonnugent963

    2 ай бұрын

    @@user-ql4ud9zr7m Lots of drugs are useful. You just gotta use the right one at the right time for the right thing in the right dosage.

  • @Bare_Knuckles
    @Bare_Knuckles2 ай бұрын

    I find myself eagerly awaiting the Prof G markets pod every Monday, even if I get more of Prof G on Pivot throughout the week. Ed Elson provides a healthy balance with brilliant insights. A lot more appealing than Kara name dropping on pivot.

  • @ReasonableHuman1
    @ReasonableHuman12 ай бұрын

    Thank you for the episode!

  • @jerelbonner6716
    @jerelbonner67168 күн бұрын

    Thank you #scottgalloway. 2 months ago I bought Vertiv @82. Today that position is up 25% I'll take that to the bank anyday.

  • @tecala1
    @tecala12 ай бұрын

    Bahne Skateboard, Cadillac Wheels, Chicago Trucks. Scott, I lived on mine all summer long in the summer of 75. Tony Hawk's first board and in the Smithsonian. You need to try a One wheel which is my go to now at 61.

  • @1979slag
    @1979slag2 ай бұрын

    Mocktail Prof G sounds lit

  • @blcaplan
    @blcaplan2 ай бұрын

    The Boeing interview using ATC sound quality was.. a choice

  • @thomassymonds6308
    @thomassymonds63082 ай бұрын

    Great episode.

  • @petekaragiannis1716
    @petekaragiannis17162 ай бұрын

    Bring George back. Great depth with brevity in the industry analysis

  • @montyburnz
    @montyburnz2 ай бұрын

    I thought Scott's Ketamine revelation - not childhood or work, but his partner was really sweet. Made me think of my own relationships.

  • @spottsswood9828
    @spottsswood98282 ай бұрын

    Wish you all would revive the L2 format. That was about as close to perfection for a finance channel I've ever seen.

  • @thoughtdujour
    @thoughtdujour2 ай бұрын

    George Ferguson's insight was brilliant for me, especially since I have my eye on BA stock. Thanks.

  • @SR-ti6jj
    @SR-ti6jj2 ай бұрын

    Thanks for the show guys, appreciate the hard work

  • @cobraspottedwolf8791
    @cobraspottedwolf87912 ай бұрын

    Supersonic Business Jet! Let's go!!!

  • @user-nc7fk7ho1x
    @user-nc7fk7ho1x2 ай бұрын

    Ed, I really enjoy your podcast. I came across a start-up called Quaise Energy that has developed a new inexpensive way to tap into geothermal sources. I was wondering if you or Scott know anything about it.

  • @dianedean4170
    @dianedean41702 ай бұрын

    Demand is going to AI. Robots will fly under their own power and will not be tourists. Demand for planes will decline. Demographics are very telling. People need a wider competitive market on goods and services. I appreciate your guest's perspective on the long rampup for building planes. Thanks so much, Scott and Ed, for all your podcasts 😊🎉❤

  • @JAGRAFX
    @JAGRAFX2 ай бұрын

    BOEING is going to have to adopt measures toward quality assurance methods & management which would be in place to evaluate quality control interfaces & procedures for their adequacy for the protection of the health & safety of the general public. This may sound something like 10CFR- 50 for nuclear power plants which have a risk profile similar to the aircraft industry. 10CFR-50 obviates the objectives of cost & schedule over public safety. Boeing holds cost & schedule paramount with a side attribute of public safety arriving out of a profit making process.

  • @user-cu7uz5le3h
    @user-cu7uz5le3h2 ай бұрын

    I watch this show and a subject that would be good to look into is how bad services have become in NYC. Both private and public. It is hard to get medical services, government services, even customer service from large companies. It really feels like it is imploding from demand maybe but seems no one in the media doesn’t know this is the case. It will at some point because it is due to unavoidable. Just try out getting certain services and test customer services. The results would make for great shows.

  • @philarends7555
    @philarends75552 ай бұрын

    Maybe a second channel focused on Scott's drug use and Ed's insight on drug use

  • @noahgomez6070
    @noahgomez60702 ай бұрын

    10/10 intro & drug trip story 😂😂😂

  • @WILLYNOTWALLY
    @WILLYNOTWALLY2 ай бұрын

    How long is the course of ket you’re on?

  • @future62
    @future622 ай бұрын

    Supersonic travel isn't needed... the worst and most time consuming part of flying is getting through the airport. Airport security is begging for technological disruption.

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    This

  • @justgetitdoneman
    @justgetitdoneman2 ай бұрын

    this is such a great show...

  • @jannichi6431

    @jannichi6431

    2 ай бұрын

    Prof G show team is so good on general and inside stock talk

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    Jim Cramer good 😂 entertaining but wrong 99% of the time

  • @cobraspottedwolf8791
    @cobraspottedwolf87912 ай бұрын

    Love Hearst Road and Track Car and Driver

  • @Ollerismo
    @Ollerismo2 ай бұрын

    Here following up on the Boeing comment i made a couple of weeks ago where a user said that people should not be afraid cause riding a car is safer and people should not freak out… 30:32 i think if there if a serious manufacturing problem with cars are causing crashes people would stop buying the cars and there would be recalls. Why is this not happening with Boeing?

  • @Studeb
    @Studeb2 ай бұрын

    I don't get why green energy collapsed the last year, when more energy than ever will be needed for AI. Companies still want the PR of clean energy, not plumes of black smoke coming from their futuristic offices.

  • @drakeblessum3466
    @drakeblessum34662 ай бұрын

    Great episode! “This too shall pass” has been my motto all year after getting laid off.

  • @montyburnz
    @montyburnz2 ай бұрын

    Interesting to pair 56:28 Reddit musings with the latest Bubble Trouble podcast (Itunes or web) who take a more bearish take.

  • @jonneye
    @jonneye2 ай бұрын

    33:15 the answer is no, not until their dividend returns. No mention they cut it in February of 2020. Until then, Boeing had been growing its dividend pay-out consecutively every year until its final payment at that time.

  • @ursulalauriston1352
    @ursulalauriston13522 ай бұрын

    Nice to hear that Scott (a millionaire) does not pay for Spotify. I feel seen.

  • @nfranceschina
    @nfranceschina2 ай бұрын

    When will Scott have a discussion with Michael Saylor?

  • @ayushsharma9036
    @ayushsharma90362 ай бұрын

    That there ...about your bond with your children ...is why I know that you arw a good dude.

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    Except he divorced his wife and left he with a child

  • @ayushsharma9036

    @ayushsharma9036

    2 ай бұрын

    @@user-ql4ud9zr7m Ok - but he can still have a strong bond with his child right?

  • @chrisg8995
    @chrisg89952 ай бұрын

    The electricity demand of BTC ONLY pales in comparison to the demand of the US dollar. When all fiat is considered the demand for BTC is almost nothing. Come on Scott.

  • @alexkatsanos8475
    @alexkatsanos84752 ай бұрын

    Worst thing about working in data-centers…yes they are frickin’ freezing!

  • @georgelien
    @georgelien2 ай бұрын

    Dear Jesus ! 😂 Prof G so funny

  • @gsmarin1
    @gsmarin12 ай бұрын

    I can only offer a personal perspective having done LSD-25, and mushrooms but not Ketamine, X, or DMT. By far The King/Queen of them all is Peyote. For me the others felt like amateur hour. I'm sure that it helped tremendously that I was in the ocean surfing and when it came on the strongest I became acutely aware of each individual drop of salt water trickling down my face and each one spoke giving me powerful feelings of pleasure..

  • @HughJass-jv2lt
    @HughJass-jv2lt2 ай бұрын

    I would happily take a *pro-rated PAYCUT* just to drop down to 32 hours 🔥🔥🔥

  • @DeadzoneMusic
    @DeadzoneMusic2 ай бұрын

    Wow, scott is lucky. When I did iv ket I was paralyzed fully for about 45mins, couldn't even move my thumb enough to decline a call on my phone lol. Jealous I didn't to experience any cool (in a good way) shit

  • @randallgd
    @randallgd2 ай бұрын

    Scott still seems high :)

  • @Deanriley
    @Deanriley2 ай бұрын

    Concerning that the Boeing whistleblower specifically told a friend that if he was found dead it wouldn’t be suicide.

  • @aconsideredmoment
    @aconsideredmoment2 ай бұрын

    I suspect energy/utilities continue to underperform with increased demand as an opportunity loss due to lack of investment and a broken monopoly culture focused on dividends. Lack of capital investment and increasing losses due to fires/global warming: fires and freezing (e.g. CA and TX recent history). This will continue until/unless nationalized and then due to operational costs and debt v revenues/resistance to increased taxes, it will be privatized. Think Brookfield. AI cannot wait for this and will need its own power at sites.

  • @todorkolev7565
    @todorkolev75652 ай бұрын

    55:38 - Fission was discovered in 1938, used in the atomic bombs on Japan, fission reactor in 1942 and commercial fission reactor in 1957. I think you were trying to say "Cold Fusion" and the "name of that number" you were trying to recall is the "Fusion Energy Gain Factor", AKA "Q-Value". And that number goes UP, the more "profitable" the fusion reactor is, not "lower than 1"

  • @marcoaraujo4771
    @marcoaraujo47712 ай бұрын

    My investment in IA and EV and green transition is energy, coal, uranium and oil. Selling shovels and pick axes to the miners of today.

  • @cryptobull2493
    @cryptobull24932 ай бұрын

    Scott, do Internal Family Systems IFS therapy

  • @andrewhart6200
    @andrewhart62002 ай бұрын

    People are going WHERE THERE IS NEED combined with LESS ADS!!!! KZread has too many ads!!!!!!!!!

  • @mattinterweb
    @mattinterweb2 ай бұрын

    SMCI folks

  • @andrewhart6200
    @andrewhart62002 ай бұрын

    I really enjoyed the beginning of this - we don't honestly talk about our experiences on substances and as we move forward sharing those experiences is IMPORTANT! THANK YOU!

  • @Fallen420chan
    @Fallen420chan2 ай бұрын

    As somebody who knows dissociatives and holds them close to my heart, I am profoundly happy that you have now had an experience with one of the most important tools I've been able to experience in my life. It has exceptional capability to heal trauma and disrupt negative behavior patterns. Much like empathy stimulants, Ketamine as a dissociative psychedelic can cut through interpersonal barriers which block our healing process against negative thought loops. Thank you for sharing your story and I wish you continued healing and prosperity.

  • @Espacemtl
    @Espacemtl2 ай бұрын

    I'm pretty good at drugs, but still, sounds too intense for the current me.

  • @GivingForwardVids
    @GivingForwardVids2 ай бұрын

    The Jesus Special LOL

  • @snoopywalker1881
    @snoopywalker18812 ай бұрын

    Oh My…I will be unhappy if the Electric Ketamine Acid test changes the Evil Scott we all know and love .

  • @ziv2liv
    @ziv2liv2 ай бұрын

    Here is the solution for the energy-guzzling AI and crypto computers. Move all operations to Iceland and power everything with thermal energy. You also don't have to worry about overheating, just create airflow from the outside, the climate in Iceland is cold year around...

  • @crohmer
    @crohmer2 ай бұрын

    very interesting to hear Scott's ketamine experience and history of drugs!

  • @yamuiemata
    @yamuiemata2 ай бұрын

    Rather curious to hear Scott ketamine journey the same day Musk said his ketamine prescription is good for investors 😂

  • @GivingForwardVids
    @GivingForwardVids2 ай бұрын

    Elon could launch an aircraft business... Rockets, Jets... close enough.

  • @andrewkingsley2326
    @andrewkingsley23262 ай бұрын

    TikTok+Apple?

  • @salvador_ii9771
    @salvador_ii97712 ай бұрын

    The start of this episode was interesting. Psychedelics are best used in a shamanic way, meaning you walk into that experience knowing it’s going to be profound whether you want it to or not. You’ll definitely find yourself in a vulnerable state, so having a guide is helpful. In previous ages, people were usually shielded from experiences like these, as seeing the face of God can be overwhelming if a person isn’t ready for that kind of experience. It can be damaging to your well-being if you’re not ready or willing to face some of your own deficiencies.

  • @contrary8880

    @contrary8880

    2 ай бұрын

    Yes...1) intention 2) set and 3) supportive setting. Applied as a therapeutic journey and not recreationally.

  • @stevechance150
    @stevechance1502 ай бұрын

    Jump forward to 13:30 to skip Scott's Ketamine inducted trip of discovery.

  • @BongShlong

    @BongShlong

    2 ай бұрын

    Some things are more important than the market 🙏😂

  • @mmm-cake
    @mmm-cakeАй бұрын

    🤣 funny as hell

  • @jeriboxx4331
    @jeriboxx43312 ай бұрын

    Hope she didn’t charge Scott by the demon…buy 3 get one free 😂

  • @user-qs1jt3hc8f
    @user-qs1jt3hc8f2 ай бұрын

    only the people that didn'd try supersonic want supersonic flight. Supersonic flight are terrible experiences

  • @dougw7804
    @dougw78042 ай бұрын

    Ed, you'd gain points if you've cut loose and dosed a little - light shrooms, bruh! 🙂

  • @realdeal139

    @realdeal139

    2 ай бұрын

    lol, we gotta get Ed to smoke some crack.

  • @JFromAcc
    @JFromAcc2 ай бұрын

    Intro joke a real downer 😂

  • @TheElectronPusher
    @TheElectronPusher2 ай бұрын

    In this episode: bullish on k-holes

  • @GoDuffdaddy
    @GoDuffdaddy2 ай бұрын

    😂 omg I was listening in the shower and Jeeze that bit about Jesus and praying had me laughing so hard I needed shat myself 😂don’t do that again please!

  • @ehlava
    @ehlava2 ай бұрын

    Interesting how ppl love the Ketamine stuff. For me it ranks with hearing peoples dream stories, so so boring.

  • @jeremchocorem5940
    @jeremchocorem59402 ай бұрын

    First!

  • @nvda2damoon
    @nvda2damoon2 ай бұрын

    prof G I will tell you why BTC is useful.... it's the biggest global unregulated casino. nothing more.

  • @ryanlynch6587
    @ryanlynch65872 ай бұрын

    lol dont pass prof g the dmt vape!

  • @jogoeire
    @jogoeire2 ай бұрын

    "Being good at drugs"

  • @gerard-FL-Realtor
    @gerard-FL-Realtor2 ай бұрын

    Scott tipped his hand when he admitted his favorite thing to discuss is HIMSELF. Herein lies the root of his problems. Those who GIVE, not get, are the happiest people.

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    Just like Scott

  • @alexwberg

    @alexwberg

    2 ай бұрын

    Sounds like he gives a fair bit away, he no longer draws a salary from NYU for instance.

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    @@alexwberg he doesn’t need to, because he is rich, that’s all

  • @ShoereviewsbyT
    @ShoereviewsbyT2 ай бұрын

    Lol, I had same experience with laughing gas lmao😂, I don’t think I’d like ketamine

  • @top5-vid814
    @top5-vid8142 ай бұрын

    Don't give fuck about drugs

  • @BongShlong
    @BongShlong2 ай бұрын

    Scott's drug adventures are funny but cannot compare to my favorite drug fueled midlife crisis by Elon..... Yet

  • @eh7599
    @eh75992 ай бұрын

    Why is Ed on the show? A lover?

  • @Yoyowuzgood
    @Yoyowuzgood2 ай бұрын

    You guys should really research crypto more and how it actually makes renewals more profitable by using intermittent and stranded . And allows those business models to come to market . It's fascinating and you're just regurgitating the mainstream narrative

  • @eh7599
    @eh75992 ай бұрын

    Ed brings nothing

  • @Herberberber

    @Herberberber

    Ай бұрын

    He’s there to appeal to the zoomers. I agree he adds nothing and his comments are very inorganic. Most likely prepared by someone else.

  • @larrycarlini328
    @larrycarlini3282 ай бұрын

    Why are you doing drugs? You need to be sober minded

  • @BongShlong

    @BongShlong

    2 ай бұрын

    Doing drugs = having a legitimate medical procedure? Read the studies or better yet try it yourself, you'd be surprised

  • @user-ql4ud9zr7m

    @user-ql4ud9zr7m

    2 ай бұрын

    Because he is an u happy person who’s wrong about most of the things in life. And his values are flawed.

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