Explorez tous les épisodes du podcast Prof G Markets

Ed Elson and Scott Galloway are joined by Barry Ritholtz to break down the market's reaction to the SpaceX IPO, including whether he thinks the valuation is justified and why he's concerned about the company's float. They also discuss why he believes comparisons to the dot-com bubble are misguided, what he makes of the circular deals in the AI industry, and how he thinks about hedging in today's market. Barry Ritholtz is the co-founder, chairman and chief investment officer of Ritholtz. 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 Mark Gurman to discuss what investors thought about Snap's new AR Specs and what the launch says about the company's future. Then, Mark Zandi breaks down the Fed's latest interest rate decision and whether a rate hike is still on the table this year. Later, Vasant Dhar joins the show to explore what role AI should play in investing. Finally, Ed explains why he believes Snap's latest bet could be the final nail in the coffin for the company. Mark Gurman is the Managing Editor and Chief Correspondent for Bloomberg News. Mark Zandi, Chief Economist at Moody's Analytics. Vasant Dhar is a professor at NYU Stern, founder of SCT Capital Management and author of Thinking With Machines. 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 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

Scott Galloway and Ed Elson dive into SpaceX’s highly anticipated IPO, exploring the company’s first hours on the public market, the role scarcity played in driving demand, and where the stock could be headed over the next six months. They then discuss the latest inflation data and whether renewed price pressures are likely to stick around. Finally, they examine FIFA’s World Cup ticket pricing strategy and the potential impact of rising costs on fans and the atmosphere inside the stadium. 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 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 Howard Marks to discuss whether the IPOs from SpaceX, Anthropic and OpenAI are legitimate investments or signs of irrational exuberance. They explore how investors should think about the enormous uncertainty of AI, where opportunities still exist in an increasingly expensive market, and whether fears about private credit are overblown or warranted.  Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. 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 Gil Luria to discuss what the blockbuster SpaceX IPO means for markets. Then, Mark Zandi breaks down the hottest inflation print in three years. Later, Alex Heath unpacks the biggest announcements from Apple's WWDC and why investors were underwhelmed. Finally, Ed shares his final message to listeners ahead of the SpaceX IPO.  Gil Luria is the Head of Technology Research at D.A. Davidson. Mark Zandi is the Chief Economist at Moody’s Analytics. Alex Heath is the author of the sources newsletter and co-host of the Access 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 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 Rachel Karten and Allison Schrager to explore how influencers became the dominant force in the consumer economy. They discuss why young people are so interested in viral products, how social media is accelerating “winner-take-all" dynamics, and whether going viral is a sustainable growth strategy for businesses.  Rachel Karten is the author of the Link in Bio newsletter. Allison Schrager is a senior fellow at the Manhattan Institute and columnist for Bloomberg.  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 Justin Wolfers to break down the strong May jobs report and why it sent stocks tumbling. Then, John Foley joins the show to unpack what fresh equity supply means for markets, from Google’s latest offering to the wave of anticipated IPOs. Finally, Ed shares his thesis on whether we’re reaching a top. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. John Foley is the head of the Lex Column at the Financial Times. 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

Scott Galloway and Ed Elson break down Google’s $85 billion equity offering and explain why they see it as a smart strategic move. They also share their predictions for SpaceX, Anthropic and OpenAI’s IPOs. Then, they examine why fast-food franchises are struggling and debate whether the franchise model itself is part of the problem. Finally, Scott and Ed reflect on the biggest lessons and surprises from the first-ever 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 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 sits down with Sir Peter Beck, founder and CEO of Rocket Lab, to discuss why space is having a moment right now, what he makes of soaring valuations across the industry, and why space has become a geopolitical race. He also shares whether he believes humans will make it to Mars in our lifetime. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Live from Chicago, Ed Elson and Scott Galloway are joined by Governor JB Pritzker to discuss his push to tax social media and prediction markets, how he's thinking about AI and the data center boom, and what he believes the future of housing policy should look like. 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

Live from Miami, Scott Galloway and Ed Elson explore whether it actually pays to be a tax haven state like Florida. They also break down why the crypto industry is lagging despite securing much of the softer regulation it has long pushed for. 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 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

Live from Los Angeles, Scott Galloway and Ed Elson sit down with Netflix’s co-CEO Ted Sarandos to discuss what the future of the entertainment industry looks like. Later, they discuss the impact of inflation on consumers and whether or not they are reaching a breaking point.  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 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

Live from San Francisco, Scott Galloway and Ed Elson kick off the Prof G Markets tour by discussing the latest in the IPO race, why valuations will have to come down, and whether humans might actually be cheaper than AI. Plus, Scott takes his chance to roast the VC community face to face. There’s still time to get tickets to our Miami and Chicago shows. NYC is sold out! Hope to see you there.  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 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

Scott Galloway and Ed Elson break down why bond yields are spiking — and why stock investors should take note. Then they dig into the SpaceX IPO filing and explain why the valuation is completely overblown. Finally, they discuss James Murdoch’s deal to acquire parts of Vox Media, and what it means for Prof G Media.  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 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

Scott Galloway and Ed Elson sit down with Ray Madoff to break down how America's wealthiest avoid taxes — legally. They dig into the biggest loophole the ultrawealthy use to their advantage and discuss what it would actually take to fix a system that was designed to fail. Ray Madoff is a professor at Boston College Law School and the author of The Second Estate: How the Tax Code Made an American Aristocracy. 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Patrick Boyle to break down SpaceX’s newly released IPO filing and what it reveals about the company’s financials. Then, Zed Francis joins the show to unpack the key takeaways from Nvidia’s latest earnings report. Finally, Ed shares his reaction to the news that the Trump family was granted immunity from IRS audits and investigations. Patrick Boyle is a professor at King's College London, former hedge fund manager, and host of one of the most popular finance YouTube channels. Zed Francis is the CIO & Co-Founder at Convexitas. 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 Jason Calacanis and Bradley Tusk to break down their perspectives on the proposed wealth tax in California. They debate the chances of it passing, whether a wealth tax would actually reduce inequality, and what other policies could more effectively redistribute wealth in America. Jason Calacanis is the Host of the All In Podcast. Bradley Tusk is the founder and CEO of Tusk Ventures. 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 Anthony Scaramucci about President Trump’s latest disclosures for trading on companies like Nvidia, Oracle, Microsoft, and Boeing. Then, Mike Isaac joins the show to discuss the Musk v. Altman verdict. Finally, Ed shares his take on the growing backlash to AI-themed commencement speeches. Anthony Scaramucci is the founder and managing partner of Skybridge Capital. Mike Isaac is the technology correspondent for the New York Times. 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

Scott Galloway and Ed Elson break down the latest inflation reports and discuss whether there will be an impact on consumer spending. Then, they dive into AI chipmaker Cerebras’ blockbuster IPO and why Scott is skeptical of the company. Finally, they unpack earnings from dating app companies like Match Group and Bumble, and explore why younger Americans are dating less. 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 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

Aswath Damodaran joined Scott Galloway and Ed Elson for a Prof G+ Substack livestream earlier this week to discuss AI valuations, why markets were so resilient in the first quarter despite macro risks, and the upcoming IPOs from Anthropic, OpenAI, and SpaceX. Subscribe to Prof G+ to join our next livestream here.  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 his blog, “Musings on the Markets.” 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Ed Zitron to discuss the state of the AI industry (read: bubble). Zitron argues that every AI startup is unprofitable at its core. Then James Kynge breaks down what to expect from President Trump’s visit to China. Finally, Ed digs into data from the producer price index and what it could signal for inflation and the broader economy.  Ed Zitron is the author of the Where’s Your Ed At Newsletter, and the Better Offline Podcast. James Kynge is the host of the Prof G Media’s China Decode podcast and Senior Research Fellow at Chatham House. 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Justin Wolfers about how concerning the latest inflation data really is and what it could mean for the Federal Reserve. Then, Stacy Rasgon joins the show to explain the record setting rally in chip stocks. Finally, Ed breaks down reports that some Amazon employees are exaggerating their AI usage. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan and founder of Platypus Economics. Stacy Rasgon is a Managing Director and Senior Analyst at Bernstein Research. 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson brings on Cal Newport and Derek Thompson to explore how AI is reshaping the way we think and learn to the downside. They dig into how its impact on human intelligence could fundamentally change the economy, the risks that concern them most, and how individuals can ensure they don’t fall behind. Cal Newport is a Professor of Computer Science at Georgetown University and New York Times bestselling author of eight books, including Slow Productivity and Deep Work. Derek Thompson is the Host of the Plain English Podcast, and author of Abundance.  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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson discuss the growing belief in Silicon Valley that AI won’t just replace workers, but managers too. Then, they break down the proposed pied-à-terre tax in NYC and why they believe taxing luxury second homes makes sense. Finally, they unpack why alcohol stocks are struggling while GLP-1 drugs are booming, and what that says about the future of American consumer behavior. 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 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

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 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 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 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 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 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 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 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 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 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 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 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 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 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 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

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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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. 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 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 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 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 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: How Apple Became a Trillion-Dollar Company and Lost Its Soul. 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 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 emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 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 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 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 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 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 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

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 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 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 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

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 may earn revenue from some of the links we provide. 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 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 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 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 us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices