Prof G Markets Government Shutdown Ends — But the Damage Doesn’t
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Nov 13, 2025 
Ramit Sethi, a bestselling personal finance author, discusses the pitfalls of a proposed 50-year mortgage, highlighting its hidden interest costs and the cultural biases favoring homeownership. Dylan Carden, a senior analyst, analyzes On Running's strong quarterly earnings and contrasts it with Nike's competitive edge. Robert Sockin, a senior global economist, reflects on the economic fallout of the recent government shutdown, emphasizing the long-term risks and challenges it poses for data analysis and forecasting.
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On Running's Quarter Buys Time
- On Running beat expectations and raised guidance despite sector-wide weakness.
- Dylan Carden frames the result as the brand buying time amid investor anxiety about decelerating trends.
Footwear Trends Have Short Life Cycles
- Many pandemic-era footwear trends show a six-year rise then decline pattern.
- Dylan Carden explains niche brands often crest after initial popularity without reinvention.
Reinvention Beats 'Next Nike' Hype
- Longevity depends on a brand's ability to reinvent, not being 'the next' big name.
- Dylan Carden says On has more permission to diversify product lines than some peers.
