Podcasts · Business

Prof G Markets

Vox Media Podcast Network

300 episodes

Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI.

More about the show

Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead.

Fast takes. Clear insights. No jargon — just signal.

Have a question or comment for us? Reach out to markets@profgmedia.com.

Part of the Vox Media Podcast Network.

Episodes page 1 of 6

  1. Why Steve Eisman Isn't Buying Anthropic's IPO

    · 36 min

    Ed Elson is joined by Steve Eisman to get his takeaways from Anthropic’s S-1, including what data points he thinks investors should focus on and what he makes of the company’s corporate governance structure. Then, Prof…

  2. The $800 Billion Catch Behind Anthropic's IPO

    · 37 min

    Ed Elson is joined by Paul Kedrosky to unpack Anthropic’s S-1, including the red flags in the filing and what investors might be overlooking. Then, Robert Armstrong returns to break down why he thinks winter is coming…

  3. The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

    · 1 h 20 min

    Scott Galloway and Ed Elson break down why Elon Musk is considering a merger between SpaceX and Tesla, what a deal could look like, and the hurdles it would face. Scott also explains the existential threat he believes…

  4. The AI Bubble Isn't Where You Think It Is

    · 13 min

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the real AI bubble hasn’t actually hit the public markets — yet. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof…

  5. Meet The Millionaire Class That Really Runs America

    · 58 min

    Ed Elson is joined by Owen Zidar and Eric Zwick to unpack their research on the “Everywhere Millionaire”. They explain how pass-through businesses work, why the tax code disproportionately benefits their owners, and…

  6. Why Elon Might Merge Tesla And SpaceX

    · 34 min

    Ed Elson is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge. Then, Mark Mahaney returns to break down Meta’s earnings. Finally, Ed…

  7. Is Nvidia Selling More Chips Than Anyone Can Use?

    · 51 min

    Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings.…

  8. Why The Tech Selloff Just Reversed Course

    · 32 min

    Ed Elson is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market. Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will…

  9. Why The Stock Market Is Booming — But Your Paycheck Isn't

    · 1 h 15 min

    Scott Galloway and Ed Elson break down the latest inflation report, explaining why they think the consumer spending data may be misleading and why real wage growth is the economic indicator that matters most. Then,…

  10. How The Children Of Billionaires Took Over America

    · 11 min

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks how America gave rise to a new ruling class: the inheritocracy. He breaks down the economic stakes of inherited wealth, and how it could transform…

  11. Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed

    · 55 min

    Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers, why overbuilding remains a recurring…

  12. CoreWeave Is Imploding — And Taking AI Stocks Down With It

    · 34 min

    Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer…

  13. Elon Musk Spent $366M On The Midterms — Will It Work?

    · 36 min

    Ed Elson is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out. Then, Gil Luria joins to unpack the sell-off in…

  14. Has Nvidia Become Too Big To Fail?

    · 24 min

    Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most…

  15. How Fraud Became A Winning Strategy

    · 13 min

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks the rise of fraud, tracing its impact from Manchester City to the startup world, all the way to the President of the United States. Vote for Simply Put…

  16. Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI

    · 1 h 20 min

    Ed Elson is joined by Cal Newport to discuss AI’s impact on children and mental health and how AI companies are addressing these risks. They also explore what AI “gone right” would look like, whether large language…

  17. SpaceX Raised $111B — It Already Needs More

    · 37 min

    Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise…

  18. Why The S&P Just Hit A Record High — Despite Soaring Yields

    · 37 min

    Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing…

  19. Brazil’s Far-Right Is Surging — Investors Love It

    · 41 min

    Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards…

  20. 5 Stocks Are Carrying The Market — Here's How To Protect Yourself

    · 1 h 11 min

    Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make…

  21. This EU Firm Made Billions Buying Up Forgotten Tech

    · 1 h 04 min

    Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and how it decides which companies to buy.…

  22. How America Got Hooked On Sports Betting

    · 11 min

    In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets…

  23. Steve Eisman: One Company Could Break The AI Boom

    · 51 min

    Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally…

  24. The FTC Is Investigating OpenAI — Here’s Why

    · 32 min

    Ed Elson is joined by Madison Mills to discuss the FTC’s investigation into OpenAI and Anthropic. She also breaks down her reporting on the agentic security breaches involving the companies. Then, Justin Wolfers…

  25. Anthropic’s Financials Revealed — The Losses Are Stunning

    · 31 min

    Ed Elson is joined by Paul Kedrosky to break down the biggest takeaways from Anthropic’s S-1. Then, Jay Ritter joins the show to discuss why Oura delayed its IPO and what the decision says about the broader IPO market.…

  26. Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity

    · 36 min

    Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he…

  27. Investors Are Turning Against Data Centers (Here's Why)

    · 1 h 10 min

    Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with…

  28. How To Actually Regulate AI — ft. Alex Bores

    · 1 h 02 min

    Ed Elson and Scott Galloway are joined by Alex Bores to discuss what the path toward AI regulation could look like and the specific actions he believes are needed to reduce the potential catastrophic risks posed by AI.…

  29. Bonds Are Going Haywire Again — Howard Marks Explains Why

    · 33 min

    Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN General Assembly so…

  30. Oil Expert: We Can’t Predict Iran Anymore

    · 32 min

    Ed Elson is joined by Matt Smith to break down how Trump’s latest threats are driving oil prices and where he thinks they’re headed next. Then, Jonathan Cohen returns to discuss the state of the sports betting market…

  31. David Ellison’s Media Takeover Just Got Greenlit

    · 30 min

    Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have…

  32. How Meta Could Quietly Win The AI Race

    · 1 h 04 min

    Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product and why they see it as a smart move for…

  33. He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom

    · 1 h 06 min

    Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses the probability of catastrophic…

  34. Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

    · 36 min

    Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to…

  35. AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

    · 39 min

    Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s driving treasury yields higher and…

  36. Why OpenAI And Anthropic Are Pumping The Brakes

    · 28 min

    Ed Elson is joined by Charlie O'Neill to break down how OpenAI and Anthropic responded to mass extinction concerns and where regulation might go from here. Ed also shares his thoughts on Anthropic's reported…

  37. The Rate Hikes Are Coming

    · 1 h 13 min

    Scott Galloway and Ed Elson assess the U.S. macroeconomic picture and whether they think Kevin Warsh will raise interest rates in response. Ed also explains why he believes we need to start reckoning with the…

  38. Why The Bond Market Is Starting To Revolt — ft. Katie Martin

    · 1 h 07 min

    Ed Elson and Scott Galloway are joined by Katie Martin to discuss why bond markets are flashing warning signs and what’s driving the global debt selloff. They also break down how AI spending, Fed policy, and government…

  39. Anthropic Whistleblower Says AI Could “Kill Us All”

    · 33 min

    Ed Elson is joined by Alex Kantrowitz to break down whether mass extinction concerns raised by an Anthropic researcher should be taken seriously. Then, Patrick McGee joins to give his take on the new foldable iPhone.…

  40. Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney

    · 37 min

    Ed Elson is joined by Mike Moffatt to break down Canada’s retaliatory tariffs against the U.S. and what it means for the relationship between the two countries. Then, John Burn-Murdoch joins to unpack why the OECD’s…

  41. OpenAI Says “AGI” Is Here — What Does That Actually Mean?

    · 38 min

    Ed Elson is joined by Gary Marcus to break down OpenAI’s new Astra model and whether or not AGI has actually arrived. Then, Kathryn Anne Edwards returns to unpack the August jobs report and what it reveals about the…

  42. Why Nobody Trusts the News — And How to Fix It

    · 58 min

    Ed Elson sits down with Jim VandeHei, co-founder and CEO of Axios, to discuss how AI is reshaping the media industry, what role it should play in newsrooms, and why he believes AI will ultimately make human journalism…

  43. Tyler Cowen: The AI Bears Are Asking The Wrong Questions

    · 1 h 00 min

    Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good…

  44. Bonds Are Warning Of A Global Inflation Crisis

    · 38 min

    Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman.…

  45. Geopolitical Expert: Iran War May Drag On For Years

    · 33 min

    Ed Elson is joined by Ian Bremmer to break down the latest attacks in Iran and why the markets are finally pricing in a longer war. Then, Jonathan Kanter joins the show to unpack the FTC’s new lawsuit against Amazon…

  46. Why Bessent Tried To Rescue The Bond Market (And Failed)

    · 35 min

    Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went…

  47. Scott Galloway On Money, Happiness, And The Search For Enough

    · 58 min

    Scott Galloway and Ed Elson discuss how Scott’s relationship with money has evolved over the course of his life. They unpack the exact moment that Scott became obsessed with money, how it became an addictive substance,…

  48. Prof G Markets Is Taking A Break — You Should Too

    · 4:15

    Ed Elson and Scott Galloway are officially out on summer vacation. We’ll have no new episodes on the feed from August 17th to the 28th. The team will be enjoying the break from the daily news cycle, and we hope you do…

  49. The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman

    · 1 h 12 min

    Ed Elson is joined by Gabriel Zucman to break down Prop 40, the billionaire tax proposal in California. They discuss why Gabriel thinks it’s the most effective way to tax the ultrawealthy in the state, unpack the…

  50. “AI Compute Futures” — Has Wall Street Gone Too Far?

    · 32 min

    Ed Elson is joined by Rohan Goswami to break down the CME’s move to offer AI compute futures such that computing power can be traded like a commodity. Then, Mark Zandi returns to unpack the latest inflation data from…

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