Prof G Markets – Détails, épisodes et analyse

Ed Elson is joined by Ed Zitron to discuss OpenAI’s leaked financials and how much money they are actually losing. Then, Nicolas Owens joins the show to unpack why he thinks SpaceX is overvalued. Finally, Ed explains why he thinks the markets have entered Crazy Town. Ed Zitron is the author of the Where’s Your Ed At Newsletter, and the Better Offline Podcast. Nicolas Owens is an equity analyst for Morningstar.  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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Karim Sadjadpour to discuss the new agreement between the U.S. and Iran and whether or not this war is permanently resolved. Then, Reed Albergotti joins the show to unpack why the White House put export restrictions on Anthropic’s Mythos models. Finally, Ed explains why he is cautiously optimistic for a real end to the war with Iran. Karim Sadjadpour is a Senior Fellow at the Carnegie Endowment for International Peace. Reed Albergotti is a Tech Editor at Semafor.  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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Live from New York City on the final stop of the tour, Ed Elson and Scott Galloway are joined by surprise guest Secretary Hillary Clinton to discuss the state of negotiations with Iran. She also shares her thoughts on the future of the Democratic party, and why young people are rejecting capitalism in favor of socialism. Then, Anthony Scaramucci takes the stage to break down President Trump’s grifts, declining faith in markets, SpaceX’s IPO, and consequences of the fast entry rule changes to the major indices.  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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Robert Armstrong, author of the Unhedged Newsletter, about how the markets reacted to Trump’s Greenland TACO, why gold hit a new milestone, and the frontrunner for the next Fed chair. Then, Ed is joined by Reed Albergotti, technology editor at Semafor, to discuss the terms of the finalized TikTok deal. Finally, Ed shares his take on how investors should really be thinking about gold.  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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson break down the key takeaways from Davos, with Scott sharing what it was like on the ground. Ed highlights the speeches that stood out most, while Scott describes the mood among political leaders and CEOs. They also debate how they think Europe may respond to President Trump’s remarks. 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson and Scott Galloway are joined by David Solomon, Goldman Sachs’ chairman of the Board of Directors and chief executive officer, to discuss the path ahead for the firm and the broader economy. He also weighs in on deficit spending, the impact of AI on human capital, and whether deglobalization poses a meaningful risk to the economy. 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson sits down with China Decode host and economist Alice Han to break down China’s plunging birth rate and why it poses a serious challenge for the country. Then William Chou, Senior Fellow at the Hudson Institute, joins the show to unpack Japan’s fiscal concerns. Finally, Ed shares his takeaways after President Trump rescinded his Greenland tariff threats at Davos. 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Justin Wolfers, professor of public policy and economics at the University of Michigan, about how U.S. markets reacted to President Trump’s tariff threats after the long weekend. Then, Semafor business reporter Rohan Goswami joins the show to explain why Netflix shares fell after earnings and what’s next in the bidding war for Warner Bros. Discovery. Finally, Ed closes the episode with his take on Trump’s proposed affordability plans. 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Robert Armstrong, U.S. financial commentator for the Financial Times and author of the Unhedged newsletter, about President Trump’s new tariffs on the EU and how markets responded. Then, Alex Kantrowitz, founder of the Big Technology newsletter and podcast, joins the show to break down why OpenAI is rolling out ads on ChatGPT, and what it signals about the evolving AI landscape. Finally, Ed wraps the show with his updated thoughts on ASML stock.  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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson unpack President Trump’s investigation into Jerome Powell, with Scott explaining why he believes the goal is to sideline Powell entirely, not just remove him as Fed chair. Ed shares which part of the public’s support for Powell surprised him most. They then dig into the surge in metals in light of Trump’s moves on Venezuela, Greenland, and Iran. And finally, they break down the week’s biggest AI headlines and how they’re reshaping the power dynamics in the AI race. 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices