Prof G Markets
Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Join Scott Galloway and Ed Elson every weekday for no mercy, no malice insight on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. New episodes every Monday through Friday. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.
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Nvidia’s Blowout Can’t Calm AI Anxiety
<p>Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Union address with Ian Bremmer, and shares his thoughts on what Trump left out of the speech. </p> <p>Gil Luria is the Head of Technology Research at D.A. Davidson. Ian Bremmer is the Founder and President of Eurasia Group.</p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Markets on Instagram</p> <p>Follow Ed on Instagram, X and...
Why a Doomsday AI Blog Wiped Out $300 Billion
<p>Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. </p> <p>Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.</p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Markets on Instagram</p> <p>Follow Ed on Instagram, X...
Billions in Tariff Refunds — Who Gets the Money?
<p>Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and Ryan Petersen. Then he shares his thoughts on what the legacy of the tariffs will be. </p> <p>Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Ryan Petersen is the CEO of supply chain management company Flexport. </p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Markets on Instagram</p> <p>Follow Ed on Instagram, X and Substack</p> <p>Fo...
Why Big Tech Is Losing to Boring Stocks
<p>Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe. They also debate the latest wave of proposed wealth taxes and whether they can actually address inequality. Finally, they examine why AI is quickly becoming one of the defining political issues of the decade.</p> <p>Subscribe to the Prof G Markets newsletter </p> <p>Order "Notes on Being a Man," out now</p> <p>Note: We may earn revenue from some of the links we provide.</p> <p>Subscribe to No Mercy / No Malice</p> ...
Supreme Court Strikes Down Trump’s Tariffs
<p>In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what it could signal about his next move.</p> <p>Subscribe to the Prof G Markets newsletter </p> <p>Order "Notes on Being a Man," out now</p> <p>Note: We may earn revenue from some of the links we provide.</p> <p>Subscribe to No Mercy / No Malice</p> <p>Follow the podcast across socials @profgmarkets</p> <p>Follow Scott on Instagram</p> <p>Follow Ed on Instagram, X and Substack</p> <p>Send us yo...
Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
<p>Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software selloff. Plus, he breaks down whether he would prefer Anthropic or OpenAI in his portfolio. </p> <p>Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on Musings on Markets.</p> <p>Resist and Unsubscribe</p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Marke...
China’s AI Is 20x Cheaper — And Catching Up
<p>Ed Elson breaks down the latest AI launches from Chinese companies with Alice Han, co-host of the China Decode podcast. Then, he discusses why Sweden is considering switching to the Euro and what that means for the dollar with Robin Brooks, Senior Fellow at the Brookings Institution and former Chief FX Strategist at Goldman Sachs. Finally, Ed examines what the Pentagon’s war with Anthropic tells us about where we are in this AI moment. </p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Markets on Instagram</p> <p>Follow Ed on Instagram, X a...
Netflix Dares Paramount to Bid Higher
<p>Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the news that the Pentagon is considering cutting its contract with Anthropic. Finally, Ed explains why it seems like everyone under 30 is now a founder. </p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Markets on Instagram</p> <p>Follow Ed on Instagram, X and Substack</p> <p>Follow Scott on I...
Inflation Is About to Get Worse
<p>Ed Elson breaks down why the January inflation data is not what it seems with Mark Zandi, Chief Economist at Moody’s Analytics. Then, Ed is joined by Liz Hoffman, business and finance editor at Semafor, to unpack why the DOJ’s top antitrust enforcer was fired. Finally, Ed makes the case that Amazon should disclose how much of Anthropic it really owns. </p> <p>Check out our latest Prof G Markets newsletter</p> <p>Follow Prof G Markets on Instagram</p> <p>Follow Ed on Instagram, X and Substack</p> <p>Follow Scott on Instagram</p> <p><br>Send...
The World Is In a Doom Loop — ft. Eswar Prasad
<p>Ed Elson and Scott Galloway are joined by Eswar Prasad, Professor of trade policy and economics at Cornell University, former chief of the Financial Studies Division of the International Monetary Fund, and author of the new book, “The Doom Loop.” They unpack why he believes the global economic order is unraveling, when the U.S. deficit could become a full-blown crisis, and what’s really happening in the housing market. Plus, he explains what he thinks America needs to do to get back on track. </p> <p>Resist and Unsubscribe</p> <p>Check out our latest Prof G Markets newslett...
