Prof G Markets
327 episodes — Page 1 of 7
Hottest Inflation Report In 3 Years Has One Big Problem
AI Is Making Us All Dumber
AI’s New Trillion Dollar Mission: Delete Middle Management
Why Oil Still Runs the World — ft. Daniel Yergin
How China Wins The AI War
Why Americans Earning $500K a Year Still Feel Broke
GameStop’s $56 Billion eBay Bid Is Already Falling Apart
OpenAI's Week From Hell — And Why Anthropic Is Winning
Will This $11B AI Startup Disrupt Big Law?
The Case for AI Optimism — ft. Reid Hoffman
Ray Dalio: The World Order Has Unraveled
Data Center Debate: Are Energy Bills About To Explode?
The Biggest IPO In History Isn’t What You Think It Is
Two Months In: Why Markets Stopped Caring About Iran
The AI Job Crisis Andrew Yang Saw Coming
The Most Dangerous AI Model Just Leaked
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
Iran War Will Cost Every Household $50,000
Stocks Rip to Record Highs, Leaving War in the Dust
Is the Labor Market About to Tip Us Into Recession? — ft. Kathryn Anne Edwards
Wall Street Is Thriving on Chaos — Will It Last?
Violent Backlash: What the Sam Altman Attacks Signal for AI
The Oil Blockade Isn’t Spooking Markets — Yet
Don't Try to Beat This Market — Here's What to Do Instead
The “Ceasefire” Won’t Save The Economy — ft. Mark Zandi
Ed Elson is joined by Mark Zandi to break down what the tenuous ceasefire in Iran means for the U.S. economy and investors. They discuss his forecast for inflation, what the Federal Reserve is likely to do next, and the probability of a recession. Mark Zandi is the chief economist of Moody’s, a leading provider of economic research, data and analytical tools. He also hosts the Inside Economics podcast. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Markets Are Betting the Iran War Is Over — Is it?
Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Trump Threatened to End Iranian Civilization — What Comes Next?
Ed Elson and Ian Bremmer break down Donald Trump’s latest threats toward Iran and what they mean for the state of geopolitics and global markets. Then, Ronan Farrow joins the show to discuss the findings from his 18-month investigation into OpenAI CEO Sam Altman. Finally, Ed shares his thoughts on Trump's escalating rhetoric on Iran. Ian Bremer is the President and founder of Eurasia Group. Ronan Farrow is an investigative reporter and a contributing writer for The New Yorker. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Iran Deadline Looms for an Economy on the Edge
Ed Elson and Justin Wolfers break down the state of the U.S. economy, including the latest jobs report and how the Iran war is shaping the economic outlook. Then, Paul Kedrosky joins the show to unpack OpenAI and Anthropic’s financials, and where their AI IPO race stands. Finally, Ed shares what OpenAI’s acquisition of TBPN reveals about the future of media. Justin Wolfers is a professor of public policy and economics at the University of Michigan. Paul Kedrosky is a Managing Partner at SK Ventures. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
How to Invest When Nothing Makes Sense
Subscribe to the Prof G Markets Youtube Channel Scott Galloway and Ed Elson break down the biggest unanswered questions in the stock market, from Iran and AI to risks in private credit, and what they mean for investors. They then dive into the SpaceX IPO, with Scott offering his prediction for where the stock could land by year-end. Finally, they unpack what went wrong at Nike and Allbirds, and what Nike needs to do to turn its business around. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
First Time Founders: How Partiful Is Fixing the Loneliness Crisis
Ed Elson speaks with Shreya Murthy, CEO and co-founder of Partiful. They discuss how the company survived the pandemic, why pushing boundaries has been important for its growth, and what the path to monetization looks like. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Marriage Is the Biggest Financial Risk You’ll Take — ft. James Sexton
Ed Elson and Scott Galloway are joined by top divorce attorney James Sexton to explore how money impacts relationships and divorce rates. He also shares practical marriage advice, key relationship red flags, and explains why prenuptial agreements are essential for protecting your future. James Sexton has been an attorney in New York since 2001. He is a bestselling author and the host of the podcast “Better Call Sexton.” Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Why So Bullish? Markets Cling to Iran Hopes
Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with John Mowrey about the market’s optimism for an end to the Iran War. Then he is joined by Alex Heath to discuss OpenAI’s historic funding round. Finally, Ed gives his take on the news that a judge ordered Trump to stop building his ballroom. John Mowrey is the Chief Investment Officer, Portfolio Manager, and Equity Strategist at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Brutal Quarter Ends With a Rally — But Risks Are Rising
Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran. Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Big Tech Is Now Advising the White House — What Could Go Wrong?
Ed Elson speaks with Liz Hoffman about President Trump’s new technology council and what it signals about the administration’s AI policy. Then Jon McNeill joins the show to discuss SpaceX’s IPO and what the future could look like for Elon Musk’s empire. Finally, Ed gives an update on the economic impact of the Iran War and breaks down why it’s important to keep track of its costs. Liz Hoffman is Semafor’s Business & Finance Editor and Host of Compound Interest. Jon McNeill is the CEO of DVx Ventures, Former Tesla President, GM Board Member, and Author of The Algorithm. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Trump’s Economic Playbook Is Failing
Scott Galloway and Ed Elson break down the key ways consumers actually experience the economy, from groceries and gas to housing, and how those everyday touchpoints have deteriorated under this administration. They then discuss a new proposal to ban sportsbetting on prediction markets. Finally, they unpack the result of the Meta and Google social media addiction trial and consider if it could be a turning point for accountability in big tech. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
The AI Divide: Who Wins and Who Gets Replaced — ft. Bill Gurley
Ed Elson and Scott Galloway are joined by Bill Gurley to break down how young people can position themselves for success in the age of AI, how Silicon Valley and the private markets have evolved, and what a potential market correction could look like. Bill Gurley has been General Partner at Benchmark Capital since 1999. His new book, “Runnin’ Down a Dream: How to Thrive in a Career You Actually Love,” is available now. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram and Substack Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
The $1.5B Insider Trade Before Trump’s Iran Post — ft. Anthony Scaramucci
Ed Elson speaks with Anthony Scaramucci about the surge in insider trades tied to Trump’s Truth Social posts on the Iran war. They discuss how widespread the corruption may be and whether it could carry political consequences. Then, Steve Eisman returns to the show to break down the deepening cracks in the private credit market. Finally, Ed examines the pattern of insider trading allegations throughout Trump’s second term, and what, if anything, can be done to rein it in. Anthony Scaramucci is the founder and managing partner of SkyBridge Capital. Steve Eisman is the Host of the Real Eisman Playbook. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Is the Oil Crisis About to Break Global Supply Chains?
Ed Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime. Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork. Finally, Ed breaks down the evidence of insider trading on the Iran War this week. Ryan Petersen is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria is the Head of Technology Research at D.A. Davidson. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
$1T Moved on Iran “Talks” — Did They Even Happen?
Ed Elson speaks with Justin Wolfers about the potential for deescalation in Iran and whether markets were right to rally on Trump’s word of negotiations. Then he discusses a slate of news out of OpenAI with Alex Heath following the company’s decision to refocus on its core business. Finally, Ed offers advice to investors amid the volatility of the war. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Next Inflation Wave Is Already Here
Scott Galloway and Ed Elson unpack how the war is driving up prices across the U.S. and why they believe a recession is a real possibility. They then explore OpenAI’s shift away from “side quests,” with Scott offering a practical framework for deciding when a detour is worth pursuing, and when it’s a distraction. Finally, Scott outlines the top priorities for Disney’s new CEO, while Ed makes the case for why the company must start investing in the clip economy to stay competitive. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
The 35% Recession Warning Markets Are Ignoring — ft. Ed Yardeni
Ed Elson and Scott Galloway are joined by Ed Yardeni to discuss why he recently raised the odds of a recession this year. He also weighs in on the risks in private credit, what he thinks could fundamentally change America, and what’s really going on in the bond market right now. Ed Yardeni is the President of Yardeni Research, a provider of global investment strategies and asset-allocation analysis. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Your Bills Are About to Go Up — The Fed Can’t Stop It
Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Nvidia Says $1T Is Coming — The Market Isn’t Buying It
Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Why the Pentagon Is Hiring Wall Street Bankers
Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
War With Iran Is Rewriting Global Markets
Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next. Support from the show comes from Hostinger: http://hostinger.com/profg20 Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
You Think You're Diversified, AI Disagrees — ft. Torsten Slok
Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now. Torsten Slok is Partner and Chief Economist at Apollo. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
What $4 Gas Would Do to the Economy
Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran. Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pricing the Iran War's Future — Are Markets Right?
Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here. Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Iran War’s Oil Shock — How Bad Could It Get?
Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran. Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices
The Iran War Risk Markets Are Ignoring
Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed also maps out the “what-if” scenarios Wall Street may be ignoring. Then they dive into Anthropic’s clash with the Pentagon and why Sam Altman might have botched the moment yet again. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices