Prof G Markets

Daniel Yergin joins Ed Elson to discuss how the war in Iran has gripped global oil markets over the last couple months. They cover why the Strait of Hormuz has become more consequential in recent years, what’s next for energy prices and production, and who comes out of this conflict on top.  Daniel Yergin is the Vice Chairman of S&P Global and Pulitzer Prize–winning author of The Prize: The Epic Quest for Oil, Money, and Power and The New Map: Energy, Climate, and the Clash of Nations.  Get your tickets to the Prof G Markets tour  Subscribe to the...

Ed Elson speaks with Alice Han about where the AI race between China and the U.S. stands today. She breaks down DeepSeek’s $50B valuation, where the U.S. still holds an edge, and how China’s chips really stack up to Nvidia’s. Finally, Ed explains why AI might be making us all dumber. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast.  Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube Channel  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram...

Ed Elson brings on Ramit Sethi and Ben Carlson to dig into a striking Goldman Sachs finding: 40% of households earning over $500K say they're living paycheck to paycheck. They debate what the stat reveals about American financial anxiety and lifestyle inflation, why housing is the real crisis, and what it actually takes to feel financially secure. Ramit Sethi is the Host of Netflix’s “How to Get Rich,” bestselling author, & host of the Money For Couples podcast. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth and author of the forthcoming book, “Risk & Reward”.  Get your tickets to the Prof...

Ed Elson speaks with Rohan Goswami about whether or not GameStop can afford to buy eBay. Then, Charles Elson joins the show to assess the strength of Elon Musk’s claims against OpenAI in the ongoing trial. Finally, Ed breaks down what today’s hottest stocks have in common. Rohan Goswami is a Business Reporter at Semafor. Charles Elson is the Founding Director of the John L. Weinberg Center for Corporate Governance at the University of Delaware.  Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube Channel  Check out our latest Prof G Markets...

Scott Galloway and Ed Elson break down OpenAI's worst week yet — missed targets, the Musk trial, and a safety lawsuit — and what it all means for Anthropic. They also dig into earnings from Meta, Microsoft, Amazon, Apple and Google. Finally, they discuss why the government had no business trying to bail out Spirit Airlines. Get your tickets to the Prof G Markets tour  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. Follow the podcast...

Ed Elson speaks with Gabe Pereyra, President and co-founder of Harvey, a legal AI startup. They break down what AI can realistically automate in law, how quickly that shift could happen, and what’s likely to slow adoption. They also discuss how Harvey has built trust with major firms despite being a young company. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Reid Hoffman joins Scott and Ed to make the bull case for AI amid rising public skepticism. They cover OpenAI's missed targets, the frontier model landscape, the dangers of Mythos, AI's impact on jobs and wealth inequality, why Inflection merged with Microsoft, and Reid's framework for sensible AI regulation. Reid Hoffman is a co-founder of LinkedIn, Inflection, Manas AI and author of Superagency: What Could Possibly Go Right with Our AI Future. Check out his new Substack, Theory of the Game, now. Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube Channel  Check ou...

Ed Elson speaks with Ray Dalio about where the world stands amid the Iran war, rising inflation, and climbing U.S. debt — and what investors should do about it. Then, he is joined by Gil Luria to discuss his takeaways from Amazon, Google, Microsoft and Meta earnings. Finally, Ed gives his take on why OpenAI is systemic to the stock market.  Ray Dalio is the founder of Bridgewater Associates. Gil Luria is the head of technology research at D.A. Davidson.  Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube Channel  Check out our la...

Ed Elson speaks with Jigar Shah and Jon Parrella about whether the AI data-center buildout can really happen at the scale Big Tech and investors expect. They discuss why power is becoming the biggest bottleneck for AI, and propose solutions to ensure that America can build and manage the necessary power infrastructure. Jigar Shah is the former director of the Loan Programs Office at the U.S. Department of Energy. Jon Parrella is the CEO of Terraflow Energy. Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube Channel  Check out our latest Prof G...

Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI. Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners.  Get your tickets to the Prof G Markets tour  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 ema...

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. Get your tickets to the Prof G Markets tour  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. Follo...

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.    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. Get your tickets to the Prof G Markets tou...

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.  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. Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube Channel  Check out our...

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. 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 of After Steve: H...

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. 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.  Get your tickets to the Pr...

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. Get your ticket...

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. 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. Get your tickets to the Prof G Markets tour  Subscribe to the Prof G Markets Youtube C...

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. Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates.  Get your tickets to the Prof G Markets tour  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 Sub...

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. 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. Subscribe to the Prof G Markets Youtube Channel  Check out Bradley’s latest piece on AI regulation Check out our latest Prof G Markets newsletter Fol...

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.  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. Subscribe to the Prof...

Subscribe to the Prof G Markets Youtube Channel  Ed Elson and Josh Brown unpack how markets have responded to developments in Iran and explain why regular investors are in a better position to ride out the volatility than they think. They then explore Josh’s recent move into software stocks, highlighting opportunities in the sector. They also discuss why the Magnificent 7 is struggling while HALO stocks are gaining momentum right now, and take a look at the upcoming IPOs from SpaceX, Anthropic, and OpenAI. Subscribe to the Prof G Markets newsletter  Order "Notes on Being a Man," out now Note: We m...

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 Fol...

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 u...

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...

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...

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 so...

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

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...

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 Market...

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 SemiA...

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...

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 s...

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...

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 Eism...

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...

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 Follo...

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 No...

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...

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 a...

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 Substac...