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Explore every episode of the podcast Prof G Markets
Dive into the complete episode list for Prof G Markets. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| OpenAI’s Financials Leaked — The Losses Are Staggering | 17 Jun 2026 | 00:38:06 | |
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 | |||
| The Iran “Deal” Isn’t What It Seems | 16 Jun 2026 | 00:33:05 | |
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 | |||
| Hillary Clinton: Iran Has Only Gotten Stronger | 05 Jun 2026 | 01:13:26 | |
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 | |||
| Gold Hits $5K — What’s the Market Afraid Of? | 27 Jan 2026 | 00:34:55 | |
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 | |||
| Davos Dispatch: World Order on Edge | 26 Jan 2026 | 01:01:49 | |
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 | |||
| David Solomon on AI, Debt, and America’s Future | 23 Jan 2026 | 01:00:45 | |
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 | |||
| Greenland Tariffs Are Off — Is There a Deal? | 22 Jan 2026 | 00:30:39 | |
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 | |||
| Wall Street Sinks on Greenland Risk | 21 Jan 2026 | 00:35:49 | |
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 | |||
| Europe Braces for Trump’s Greenland Tariffs | 20 Jan 2026 | 00:29:03 | |
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 | |||
| Why Trump’s War Week Didn’t Break Markets | 19 Jan 2026 | 01:21:33 | |
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 | |||
| Your Brain is the Worst Investor in the Room — ft. Scott Nations | 16 Jan 2026 | 00:54:21 | |
Ed Elson is joined by Scott Nations, President of Nations Indexes and author of “The Anxious Investor”, to break down why human psychology often leads to poor investment decisions, and what you can do to counteract it. He also shares his views on the boom in options trading, explains whether or not he believes we’re in a bubble, and outlines what his number one risk is for 2026. 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 | |||
| Why Big Banks Are Selling-Off | 15 Jan 2026 | 00:34:36 | |
Ed Elson sits down with Saul Martinez, Head of U.S. Financials Research at HSBC, to unpack bank earnings and the implications of a credit card interest rate cap. Then, Semafor business reporter Rohan Goswami joins the show with the latest on the bidding war for Warner Bros. Discovery, including Netflix’s all-cash offer and Paramount’s proxy fight. Finally, Ed unpacks Delta’s earnings and what they reveal about the broader 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 | |||
| Trump’s 25% Iran Tariffs Explained | 14 Jan 2026 | 00:33:36 | |
Ed Elson speaks with Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, about the economic situation in Iran and what Trump’s new tariff on its business partners means for the country. Then Mark Zandi, Chief Economist at Moody’s Analytics, joins the show to discuss inflation data from December and why the numbers are not exactly accurate. 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 | |||
| The Great Billionaire Migration | 03 Jun 2026 | 01:14:15 | |
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 | |||
| The DOJ Comes for Jerome Powell | 13 Jan 2026 | 00:38:07 | |
Ed Elson breaks down the Justice Department’s investigation of Fed Chair Jerome Powell with Liz Hoffman, Semafor’s business and finance editor, and Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan. They discuss how markets reacted and what the escalation of conflict signals for the country. 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 | |||
| Is Imperialism Good for Your Portfolio? | 12 Jan 2026 | 01:20:49 | |
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year and examine the effects of deregulation under the Trump administration. Robert explains why he thinks consolidation in banking could be potentially beneficial. Finally, they go over Robert’s predictions for the rest of the year. 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 | |||
| Why the AI Bubble Hasn’t Popped — ft. Josh Brown | 09 Jan 2026 | 00:50:28 | |
Ed Elson is joined by Josh Brown, co-founder and CEO of Ritholtz, to unpack his biggest takeaways from markets in 2025 and what he expects in the year ahead. Josh also shares what he thinks will move markets in 2026, why he believes earnings growth will hold up, and why young investors should actually welcome a market correction. 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 | |||
| Why Trump Wants Greenland | 08 Jan 2026 | 00:23:34 | |
Ed Elson speaks with Gracelin Baskaran, director of the Critical Minerals Security Program at the Center for Strategic and International Studies, about what makes Greenland’s mineral resources so valuable to the United States. Then Ed breaks down the response to California’s new proposed tax on billionaires and explains why he thinks it may not work. 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 Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Can a GLP-1 Pill Revive Novo Nordisk? | 07 Jan 2026 | 00:31:59 | |
Ed Elson speaks with Alex Heath, host of the ACCESS Podcast, about why Nvidia is dominating the news out of the CES conference. Then Jared Holz, Healthcare Equity Strategist at Mizuho, joins the show to discuss what Novo Nordisk’s new Wegovy pill means for the healthcare industry. 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 Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| What Venezuela’s Regime Change Means for Oil | 06 Jan 2026 | 00:38:11 | |
Ed Elson checks in with Mark Zandi, Chief Economist at Moody’s Analytics, on his outlook for 2026 to start the year. Then Rapidan Energy Group founder and president, Bob McNally, joins the show to discuss what President Maduro’s ouster means for the oil markets. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Scott Galloway’s Predictions for 2026 | 05 Jan 2026 | 00:59:47 | |
Scott shares his predictions for the year ahead, including his picks for the tech of the year and stock of 2026. He also forecasts what’s in store for AI. And for the first time ever, Scott ventures into uncharted territory with his prediction for the "vice of the year." Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Ask Me Anything — Figma, Dirty Jokes, Running for Office & More | 22 Dec 2025 | 01:01:34 | |
Scott Galloway, Ed Elson and Claire Miller answer listener questions about everything from Scott’s investment in a professional soccer team, Ed’s advice for analyzing stocks, and how Claire really feels about Scott’s dirty jokes. They also address Scott’s cooking abilities, give their updated thoughts on Figma since the IPO, and reveal what they splurge on. Plus, Scott divulges whether or not he is planning to run for office. 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 and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| The Biggest Disruption Is Yet to Come — ft. Justin Wolfers | 19 Dec 2025 | 01:14:43 | |
Ed Elson and Scott Galloway are joined by Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan, to reflect on the key economic lessons of 2025 and what lies ahead. He also shares his views on how AI is reshaping employment, where inflation could head in 2026, and what themes he believes will define the economy in the year to come. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Warner Bros. Rejects Paramount’s Hostile Bid | 18 Dec 2025 | 00:33:26 | |
Ed Elson unpacks the news that Warner Bros. Discovery’s board is encouraging shareholders to reject the Paramount bid with Rohan Goswami, Business Reporter at Semafor. Then Alice Han, Host of the China Decode Podcast and China economist at Greenmantle, joins to discuss the top issues for China in 2025 and the year ahead. Finally, Ed shares his reflections on the year and what he’s focused on for 2026. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| The Future of Hollywood — ft. Ted Sarandos | 01 Jun 2026 | 01:19:04 | |
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 | |||
| Unemployment Climbs to a Four-Year High | 17 Dec 2025 | 00:36:58 | |
Ed Elson unpacks the latest jobs report and what it reveals about the health of the labor market with Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast. Then Jon McNeill, CEO and Co-Founder at DVx Ventures, joins to discuss new developments at Tesla and Ford, and what they signal for the future of the EV space. Finally, Ed digs into new data showing TikTok Shop might be the next big retail platform. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and XFollow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Why Oracle is Crashing Right Now | 16 Dec 2025 | 00:28:15 | |
Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| What’s the Right Investment Strategy for 2026? | 15 Dec 2025 | 01:08:47 | |
Scott Galloway and Ed Elson synthesize the wide range of views guests have shared on what 2026 could hold, and lay out how they’re thinking about investment strategies for the year ahead. They then turn to the escalating battle for Warner Bros. Discovery, explaining why the showdown between Paramount and Netflix may just be getting started. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| The Bull Case for 2026 — ft. Tom Lee | 12 Dec 2025 | 01:12:14 | |
Ed Elson and Scott Galloway are joined by Tom Lee, co-founder, managing partner, and head of research at Fundstrat Global Advisors, to break down why he’s so bullish on 2026. He also shares his outlook on Bitcoin, explains how his company is leveraging AI, and highlights the sectors he thinks are currently undervalued. Visit fundstrat.com/tom for complimentary access to Tom Lee's Fundstrat research. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| What the Fed’s Third Rate Cut Means for 2026 | 11 Dec 2025 | 00:30:50 | |
Ed Elson discusses the Federal Reserve’s third interest rate cut with Mark Zandi, Chief Economist at Moody’s Analytics, unpacking what’s in store for the economy. Then, Scott Galloway shares his perspective on the SpaceX IPO. Finally, Ed highlights why MacKenzie Scott’s latest philanthropic efforts deserve more attention. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Did the U.S. Just Hand its AI Edge to China? | 10 Dec 2025 | 00:32:39 | |
Ed Elson unpacks the news that the U.S. is allowing Nvidia’s advanced H200 chip sales to China with Chris McGuire, Senior Fellow for China and Emerging Technologies at the Council on Foreign Relations. Then, Alex Heath, author of the Sources newsletter and co-host of the Access podcast, joins to explore Google’s new smart glasses and their implications for the wearables market. Finally, Ed breaks down what a new report on OnlyFans reveals about the loneliness problem in America. Subscribe to the Access podcast on YouTube Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Paramount Goes Hostile With $108B Bid for Warner Bros. | 09 Dec 2025 | 00:36:11 | |
Ed Elson is joined by James Kynge, Senior Research Fellow at Chatham House and co-host of China Decode, to break down China’s record trade surplus and what it means for the U.S. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins to analyze Paramount’s hostile bid for Warner Bros. Discovery and how it stacks up against Netflix’s deal from an antitrust perspective. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Netflix Wins the Warner Bros. Bidding War | 08 Dec 2025 | 01:17:28 | |
Scott Galloway and Ed Elson break down Netflix’s acquisition of Warner Bros. Discovery and what it means for the future of streaming. They then turn to the potential Anthropic IPO, examining how the AI narrative has evolved over the past year. Finally, they discuss the Trump Account Program and what America should be doing to better support kids before they turn 18. 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 and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| The Economic Risks Keeping Paul Krugman Up at Night | 05 Dec 2025 | 00:54:58 | |
Ed Elson and Scott Galloway are joined by Paul Krugman, Nobel Prize winning economist, and distinguished professor of economics at the graduate center of CUNY, to break down what concerns him the most about this year’s economy. He weighs in on the affordability crisis, how the White House is handling AI policy, and where the media is headed. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| 401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner | 04 Dec 2025 | 00:32:48 | |
Ed Elson is joined by Patrick Moorhead, CEO and Chief Analyst of Moor Insights & Strategy, to break down Amazon’s new Tranium3 chip and what it means for the escalating AI chip race. Then Brad Gerstner, founder, chairman, and CEO of Altimeter Capital, joins the show to discuss how he helped bring the new “Trump account” program to life. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| AI May Not Be Worth The Cost — Here’s Why | 29 May 2026 | 01:08:00 | |
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 | |||
| OpenAI Declares Code Red as Google Gains Ground | 03 Dec 2025 | 00:36:41 | |
Ed Elson is joined by Alex Kantrowitz, host of the Big Technology podcast, to unpack why OpenAI has declared a “code red,” and what that signals for the broader AI race. Then Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, comes on to discuss his viral essay arguing that the real poverty line in the U.S. for a family of four is $140,000. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| How Silicon Valley Infiltrated the White House | 02 Dec 2025 | 00:31:06 | |
Ed Elson is joined by Liz Hoffman, Semafor’s business and finance editor, to break down the New York Times investigation into David Sacks. Then Robert Sockin, Citi’s Global Economist, returns to the show to analyze Black Friday sales and what’s really behind the surge. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Money & Masculinity: Scott Galloway & Ed Elson on What Defines a Man | 01 Dec 2025 | 01:22:14 | |
In this special episode of Prof G Markets, Scott Galloway and Ed Elson unpack the complicated relationship between money and modern masculinity — from dating dynamics and economic anxiety to the rise of incel culture and the pressures men face to “provide.” Scott responds to viral critiques of his message, reflects on his own upbringing and addictions around money, and explores how financial stability, character, and emotional contribution all shape what it means to be a man today. 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 and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Google vs. Nvidia: Is the AI Chip King Finally Under Threat? | 26 Nov 2025 | 00:33:41 | |
Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for crypto heading into 2026. Finally, Ed closes the episode with a message on gratitude. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Nasdaq Posts Best Day Since May as Fear & Greed Collide | 25 Nov 2025 | 00:35:56 | |
Ed Elson is joined by Robert Armstrong, U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. Then Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast, returns to the show to dig into the September jobs report and what it tells us about the state of the labor market. And finally, Ed shares his takeaways from the disbanding of the Department of Government Efficiency. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Even Nvidia Can’t Rescue the Market From the Fear Cycle | 24 Nov 2025 | 01:20:36 | |
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies. Finally, they discuss whether college remains a sound investment, and what new graduates can do to improve their job prospects. 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 and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest | 21 Nov 2025 | 01:11:15 | |
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks for 2026. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Nvidia Earnings Brush Off AI Bubble Fears — For Now | 20 Nov 2025 | 00:36:27 | |
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And finally, Ed shares his takeaways from the meeting between President Trump and Saudi Arabia’s Crown Prince. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| How Big Tech’s Debt Machine Is Powering the AI Boom | 19 Nov 2025 | 00:32:56 | |
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens | 18 Nov 2025 | 00:30:03 | |
Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs into why Berkshire Hathaway just snapped up roughly $5 billion worth of Google shares. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Bond Investors Are Panicking — And They May Be Right | 25 May 2026 | 01:06:04 | |
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 | |||
| The Whole Market Looks Expensive — Is it Time to De-Risk? | 17 Nov 2025 | 01:11:45 | |
Scott Galloway and Ed Elson break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. Finally, they dig into why the housing crisis is getting worse and whether or not the 50 year mortgage will help the problem. 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 and X Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Aswath Damodaran Says There’s No Place to Hide in Stocks | 14 Nov 2025 | 01:11:21 | |
Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business, to unpack his growing concerns about the markets and how investors should position themselves. He also weighs in on our big tech stock pick of 2026 and offers practical advice for young people feeling anxious about their financial future. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
| Government Shutdown Ends — But the Damage Doesn’t | 13 Nov 2025 | 00:35:19 | |
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finally, Ed speaks with Robert Sockin, Senior Global Economist at Citi to explain what the end to the government shutdown really means for the economy. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices | |||
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