Prof G Markets
Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.
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Two Months In: Why Markets Stopped Caring About Iran
<p>Scott Galloway and Ed Elson discuss how the war in Iran has impacted prices and markets as the conflict passes the two month mark. They also break down what makes a great CEO in light of Tim Cook’s decision to step down from the helm of Apple. Finally, they explore why SpaceX is acquiring Cursor.</p> <p>Get your tickets to the Prof G Markets tour </p> <p>Subscribe to the Prof G Markets Youtube Channel </p> <p>Subscribe to the Prof G Markets newsletter </p> <p>Order "Notes on Being a Man," out now</p> <p>Note: We ma...
The AI Job Crisis Andrew Yang Saw Coming
<p>Ed Elson and Scott Galloway are joined by Andrew Yang to explore how artificial intelligence will reshape the workforce. They break down the real impact AI is already having on jobs, discuss what the future of work could look like in an increasingly automated economy and outline practical policy solutions to mitigate large-scale job displacement. </p> <p>Andrew Yang is an entrepreneur, author, and founder of the Forward Party, best known for his 2020 presidential campaign where he brought universal basic income into the mainstream political conversation. He is also the CEO of Noble Mobile.</p> <p>Get your tickets to...
The Most Dangerous AI Model Just Leaked
<p>Ed Elson is joined by Sherri Davidoff to analyze the security breach of Anthropic’s Mythos, what it means for AI safety and cybersecurity, and how both the company and regulators should respond. Then, Seth Goldstein helps unpack Tesla’s first-quarter earnings. Finally, Ed gives his take on what the next chapter of the Iran war looks like. </p> <p>Sherri Davidoff is the Founder of LMG Security and co-host of the podcast Cyberside Chats. Seth Goldstein is a Senior Equity Analyst at Morningstar.</p> <p>Get your tickets to the Prof G Markets tour </p> <p>Subscribe to the Pr...
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
<p>Ed Elson speaks with Patrick McGee and Tripp Mickle about what Apple’s next chapter looks like now that Tim Cook is officially stepping down. They discuss what he got right, where he fell short, and what investors should expect from Apple’s new CEO, John Ternus. Finally, Ed shares his perspective on Tim Cook’s long-term legacy and what it means for Apple’s future.</p> <p>Patrick McGee is an award-winning journalist and author of Apple in China: The Capture of the World's Greatest Company. Tripp Mickle is a tech reporter for the New York Times, and author o...
Iran War Will Cost Every Household $50,000
<p>Ed Elson speaks with Justin Wolfers to unpack the latest developments in the war, including what the ceasefire really means and how to interpret the Defense Department’s proposed budget. Then, Rich Greenfield joins the show to analyze Netflix’s post-earnings stock drop and assess how Disney’s new CEO is performing. Finally, Ed explains why AI’s growing backlash may be less about technology, and more about rising wealth inequality.</p> <p>Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Rich Greenfield is the Co-Founder and TMT Analyst at LightShed Partners. </p> <p>Get...
Stocks Rip to Record Highs, Leaving War in the Dust
<p>Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline fatigue” as investors tune out the risks from the war. They also dive into the growing backlash against AI, why public sentiment is turning negative, and what it means for Big Tech companies and their long-term outlook. Finally, they revisit their top big tech stock pick for the year, laying out why they remain bullish and what could drive the stock higher from here.</p> <p>Get...
Is the Labor Market About to Tip Us Into Recession? — ft. Kathryn Anne Edwards
<p>Ed Elson and Scott Galloway are joined by Kathryn Anne Edwards to break down the cracks in the labor market and unpack whether more layoffs are on the horizon. They discuss how shifting immigration trends are reshaping the jobs market and why AI is only one factor behind the challenges young workers are facing.</p> <p>Kathryn Anne Edwards is a PhD economist and economic policy consultant. She writes a weekly column on the economy for Bloomberg and is the host of the Optimist Economy podcast.</p> <p>Get your tickets to the Prof G Markets tour </p> <p>S...
Wall Street Is Thriving on Chaos — Will It Last?
<p>Ed Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Amazon’s acquisition of Starlink competitor Globalstar with Tim Farrar. Finally, Ed gives his take on Allbirds’ rebrand as an AI company.</p> <p>Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates. </p> <p>Get your tickets to the Prof G Markets tour </p> <p>Subscribe to the Prof G Markets Youtube Channel </p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow...
Violent Backlash: What the Sam Altman Attacks Signal for AI
<p>Following the violent attacks on Sam Altman, Bradley Tusk and Brian Merchant join Ed Elson to break down why AI is facing growing resistance. They explore the future of AI regulation, how politicians should position themselves in the debate, and whether rising tensions could lead to more disruption or violence.</p> <p>Bradley Tusk is the founder and CEO of Tusk Ventures. Brian Merchant is a tech journalist and author of the Blood in the Machine Substack.</p> <p>Subscribe to the Prof G Markets Youtube Channel </p> <p>Check out Bradley’s latest piece on AI regulation</p> <p>C...
The Oil Blockade Isn’t Spooking Markets — Yet
<p>Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement. </p> <p>Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer.</p> <p...
