Prof G Markets
από Vox Media Podcast Network
Τελευταίο επεισόδιο
Here’s What It Will Really Take To Fix America’s Economy — ft…
Here’s What It Will Really Take To Fix America’s Economy — ft…
Σχετικά με αυτό το podcast
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 [email protected].
Part of the Vox Media Podcast Network.
Επεισόδια
Τα νεότερα 50 από 456 επεισόδια
- Here’s What It Will Really Take To Fix America’s Economy — ft. Kathryn Anne Edwards · 1 ώ. 8 λεπ.Ed Elson is joined by Kathryn Anne Edwards to discuss what the midterm results reveal about the state of the economy and what voters were really expressing at the ballot box…
- The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang · 38 λεπ.Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to…
- Nvidia Has Lost $1.5 Trillion — Is The Worst Still To Come? · 34 λεπ.Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the…
- Scandal At Nvidia: Is This The End For Jensen Huang? · 38 λεπ.Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to…
- Why Stocks Had Their Best Day Of The Year — Then Their Worst · 1 ώ. 14 λεπ.Scott Galloway and Ed Elson break down what the shift in Congressional power could mean for the markets and the economy. They discuss the market’s back-and-forth reaction to the…
- The AI Boom Is Running Out Of Easy Money · 12 λεπ.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the music is starting to fade in the AI trade. Subscribe to Simply Put to get the newsletter in your inbox…
- Is This The End Of MAGA? — ft. Anthony Scaramucci · 43 λεπ.Ed Elson is joined by Anthony Scaramucci to unpack the midterm results and what they could mean for the country. They discuss whether Trump will change course on key policies…
- Democrats Sweep Congress — And Stocks Explode Higher · 42 λεπ.Ed Elson is joined by Catherine Rampell to break down the key takeaways from the midterm results, whether Trump will change course on tariffs and Iran, and what the results mean…
- Tom Lee: The Correction Is Over — Stocks Are About To Surge · 37 λεπ.Ed Elson is joined by Tom Lee to assess the market following the recent tech sell-off and what investors should expect following the midterms. He also shares his forecast for…
- Anthropic's Q3 Results Are In — The Costs Are Exploding · 38 λεπ.Ed Elson is joined by John Foley to break down Anthropic’s amended S-1 and whether investors should be paying attention to the company’s potential credit rating. Then Deirdre…
- The Stock Market Is Already Pricing In A Democratic Sweep · 1 ώ. 17 λεπ.Scott Galloway and Ed Elson discuss how voters have been affected by the Trump administration’s economic policies and what that could mean for the midterm elections. Then, they…
- The American Startup Taking On China’s AI Models · 59 λεπ.Ed Elson sits down with Misha Laskin, co-founder and CEO of Reflection, to discuss what drew him to AI, what inspired him to start the company, and the key differences between…
- The Democrats Will Sweep The Midterms — Here’s Why · 12 λεπ.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why he thinks the Republicans are headed for a historic loss at the midterms. Subscribe to Simply Put to get the…
- Josh Brown: If This Is A Bubble, It’s Pathetic · 1 ώ. 18 λεπ.Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has…
- Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech · 36 λεπ.Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors…
- Why Steve Eisman Isn't Buying Anthropic's IPO · 36 λεπ.Ed Elson is joined by Steve Eisman to get his takeaways from Anthropic’s S-1, including what data points he thinks investors should focus on and what he makes of the company’s…
- The $800 Billion Catch Behind Anthropic's IPO · 37 λεπ.Ed Elson is joined by Paul Kedrosky to unpack Anthropic’s S-1, including the red flags in the filing and what investors might be overlooking. Then, Robert Armstrong returns to…
- The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX · 1 ώ. 19 λεπ.Scott Galloway and Ed Elson break down why Elon Musk is considering a merger between SpaceX and Tesla, what a deal could look like, and the hurdles it would face. Scott also…
- The AI Bubble Isn't Where You Think It Is · 13 λεπ.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the real AI bubble hasn’t actually hit the public markets — yet. Subscribe to Simply Put to get the…
- Meet The Millionaire Class That Really Runs America · 58 λεπ.Ed Elson is joined by Owen Zidar and Eric Zwick to unpack their research on the “Everywhere Millionaire”. They explain how pass-through businesses work, why the tax code…
- Why Elon Might Merge Tesla And SpaceX · 34 λεπ.Ed Elson is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge. Then, Mark Mahaney returns to…
- Is Nvidia Selling More Chips Than Anyone Can Use? · 51 λεπ.Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his…
- Why The Tech Selloff Just Reversed Course · 32 λεπ.Ed Elson is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market. Then, Aaron Parnas joins to unpack why…
- Why The Stock Market Is Booming — But Your Paycheck Isn't · 1 ώ. 15 λεπ.Scott Galloway and Ed Elson break down the latest inflation report, explaining why they think the consumer spending data may be misleading and why real wage growth is the…
- How The Children Of Billionaires Took Over America · 11 λεπ.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks how America gave rise to a new ruling class: the inheritocracy. He breaks down the economic stakes of inherited…
- Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed · 55 λεπ.Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers…
- CoreWeave Is Imploding — And Taking AI Stocks Down With It · 34 λεπ.Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest…
- Elon Musk Spent $366M On The Midterms — Will It Work? · 36 λεπ.Ed Elson is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out. Then, Gil…
- Has Nvidia Become Too Big To Fail? · 24 λεπ.Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack…
- How Fraud Became A Winning Strategy · 13 λεπ.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks the rise of fraud, tracing its impact from Manchester City to the startup world, all the way to the President of…
- Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI · 1 ώ. 19 λεπ.Ed Elson is joined by Cal Newport to discuss AI’s impact on children and mental health and how AI companies are addressing these risks. They also explore what AI “gone right”…
- SpaceX Raised $111B — It Already Needs More · 37 λεπ.Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then…
- Why The S&P Just Hit A Record High — Despite Soaring Yields · 37 λεπ.Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns…
- Brazil’s Far-Right Is Surging — Investors Love It · 41 λεπ.Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for…
- 5 Stocks Are Carrying The Market — Here's How To Protect Yourself · 1 ώ. 10 λεπ.Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they…
- This EU Firm Made Billions Buying Up Forgotten Tech · 1 ώ. 4 λεπ.Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and…
- How America Got Hooked On Sports Betting · 11 λεπ.In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America. Subscribe to Simply Put to get the newsletter in your…
- Steve Eisman: One Company Could Break The AI Boom · 51 λεπ.Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what…
- The FTC Is Investigating OpenAI — Here’s Why · 32 λεπ.Ed Elson is joined by Madison Mills to discuss the FTC’s investigation into OpenAI and Anthropic. She also breaks down her reporting on the agentic security breaches involving…
- Anthropic’s Financials Revealed — The Losses Are Stunning · 31 λεπ.Ed Elson is joined by Paul Kedrosky to break down the biggest takeaways from Anthropic’s S-1. Then, Jay Ritter joins the show to discuss why Oura delayed its IPO and what the…
- Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity · 36 λεπ.Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock…
- Investors Are Turning Against Data Centers (Here's Why) · 1 ώ. 10 λεπ.Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn…
- How To Actually Regulate AI — ft. Alex Bores · 1 ώ. 1 λεπ.Ed Elson and Scott Galloway are joined by Alex Bores to discuss what the path toward AI regulation could look like and the specific actions he believes are needed to reduce the…
- Bonds Are Going Haywire Again — Howard Marks Explains Why · 33 λεπ.Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest…
- Oil Expert: We Can’t Predict Iran Anymore · 32 λεπ.Ed Elson is joined by Matt Smith to break down how Trump’s latest threats are driving oil prices and where he thinks they’re headed next. Then, Jonathan Cohen returns to discuss…
- David Ellison’s Media Takeover Just Got Greenlit · 30 λεπ.Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins…
- How Meta Could Quietly Win The AI Race · 1 ώ. 3 λεπ.Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product…
- He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom · 1 ώ. 6 λεπ.Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses…
- Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters · 36 λεπ.Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to…
- AI Insiders Keep Saying We’re In Danger — Where’s The Evidence? · 39 λεπ.Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s…
