Prof G Markets
Prof G Markets is a daily briefing on the news moving markets, covering earnings, geopolitics, Big Tech, and AI. Hosted by Scott Galloway and Ed Elson, it offers no-BS analysis to help listeners understand what's happening and why. The podcast is part of the Vox Media Podcast Network.
Episodes
Prof G Markets Is Taking A Break — You Should Too
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 too. We’ll be back on August 31st with a fresh episode. See you then, and enjoy the rest of your summer!
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The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman
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 various criticisms of the tax, and consider what its influence could be on the rest of the country.
Gabriel Zucman is a Professor of economics at the Paris School of Economics, Summer R
“AI Compute Futures” — Has Wall Street Gone Too Far?
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 the consumer price index. Finally, Ed shares his thoughts on what the recent high profile departures from OpenAI mean for the markets.
Rohan Goswami is a business reporter at S
Inside Nvidia’s $500B AI Financing Loop
Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his thoughts on the fraud allegations against Phoebe Gates.
Jay Goldberg is an analyst at Seaport Global S
Here's What The Jobs Report Isn’t Telling You
Ed Elson is joined by Kathryn Anne Edwards to break down the real story behind the July jobs report. She also shares her thoughts on how AI is impacting the labor market, and the solution we need for those who lose their jobs due to the technology. Then, Bradley Tusk returns to the show to discuss Mark Zuckerberg’s AI manifesto and the $1 billion “Future Is For Everyone” fund. Finally, Ed asks the
Bulls vs. Bears: Who’s Right About This Market?
Scott Galloway and Ed Elson break down the bull and bear cases for the market at new record highs. They unpack how dependent the market has become on cash-burning companies like OpenAI and Anthropic, and therefore how fragile the AI trade is. Then they turn to SpaceX and check in on the stock following the company’s first earnings report and share lockup expiration date.
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Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
Ed Elson and Scott Galloway are joined by Aswath Damodaran to break down the biggest takeaways from Big Tech earnings. He explains what the latest results reveal about the AI race, why he's becoming increasingly concerned about the Magnificent Seven's AI spending, and how he values the hyperscalers. They also discuss how much AI risk is already priced into the market and whether SpaceX's current v
Michael Burry Says This Is The Top — Is It?
Ed Elson is joined by Steve Eisman to unpack why stocks are at record highs and what it would take for him to call a market top. Then, Ryan Petersen returns to explain how the war with Iran and escalating tariffs are reshaping global supply chains. Finally, Ed breaks down the growing evidence that the AI boom has become increasingly dependent on OpenAI.
Steve Eisman is the Host of the Real Eisman
Apple’s War On OpenAI Just Got Personal
Ed Elson is joined by Alex Heath to unpack the latest drama in the legal battle between Apple and OpenAI, what Apple's request for a preliminary injunction could mean, and how serious the case could become for OpenAI. Then, Nicolas Owens returns to break down SpaceX's latest earnings, assess the company's capital expenditures, and give his take on its current valuation. Finally, Ed gives his take
Aschenbrenner’s AI Fund Collapse Is Just The Beginning
Ed Elson is joined by Michael Green to discuss the role that leverage played in the turmoil with Leopold Aschenbrenner’s fund, Situational Awareness, and how leveraged-ETFs are impacting the semiconductor industry. Then, Katie Martin returns to break down why the U.S. intervened to help Japan with the yen and whether the U.S. is actually in a position to prop up the currency. Finally, Ed gives his
How Leverage Turned An AI Boom Into A Crash
Scott Galloway and Ed Elson break down how single-stock leveraged ETFs caused volatility in the South Korean stock market and discuss how leverage can be damaging for investors. Then, they unpack earnings from Microsoft, Meta, Apple, and Amazon, explaining why investors rewarded Microsoft and Amazon while punishing Meta and Apple. They discuss how the AI boom is making it increasingly difficult to
The Next Era of Warfare is Here
Ed Elson sits down with Brian Schimpf, co-founder and CEO of Anduril, to discuss how AI is transforming the defense industry and where it should, and shouldn't, be deployed. They also explore the growing threat posed by China, why we’re in such an unstable time right now, and what people get wrong about the defense industry.
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Jim Chanos: We’re In The Golden Age Of Fraud
Ed Elson and Scott Galloway are joined by Jim Chanos to discuss the biggest risks he sees in today's AI-driven market and the warning signs that remind him of the late stages of the dot-com bubble. He also breaks down the companies he's long and short on, explains why he's increasingly concerned about fraud in the market, and shares the advice he'd give to young investors navigating today's enviro
Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?
Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant for the rest of the year. Finally, Ed gives his take on FIFA’s decision to sell its profits.
Gil Luria is the Head
Why The Nasdaq Just Hit Correction Territory
Ed Elson is joined by Torsten Sløk to break down what's driving the recent tech sell-off, where he thinks markets are headed from here, and which asset classes investors should consider if they're looking to diversify beyond AI. Then, Justin Wolfers returns to discuss President Trump's latest tariff strategy, how it could affect inflation, and what it means for the broader economy.
Torsten Sløk i
China Is Undercutting America’s AI Giants
Ed Elson is joined by Scott Singer to discuss why Chinese open models have been gaining momentum and whether or not the U.S. risks losing its lead in the AI race. Then, Vishy Tirupattur joins to unpack the debt behind the AI buildout and explain why investors should be paying attention to the off-balance sheet debt from the hyperscalers. Finally, Ed gives his take on China’s most valuable company.
How Big Tech Offloaded The Risk Of AI
Scott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech's AI buildout. Then, they examine how rising oil prices and a new wave of tariffs could keep inflation elevated and why they believe China has emerged as one of the biggest beneficiaries of the conflict with Iran. Finally, they break down the surge in n
America’s Economy Is Entering a New Era — ft. Noah Smith
Ed Elson and Scott Galloway are joined by Noah Smith for a livestream to discuss what AI issues he thinks deserve more attention and whether or not he is concerned about AI dumping. They also explore why he believes a sovereign wealth fund could help address wealth inequality and what America's fertility decline could mean for the economy in the decades ahead.
For access to future livestreams, yo
AI Has A Hidden Debt Problem
Ed Elson is joined by Ed Zitron to explore why AI companies have racked up so much debt and how they are able to keep it off their balance sheets. Then, Karim Bousta joins to give his takeaways from Tesla’s earnings and explain why the company is still struggling with its profits. Finally, Scott Devitt returns to break down Google’s earnings and whether or not he’s concerned about the company’s ne
Trump’s Tariffs Are Back — And Crazier Than Ever
Ed Elson is joined by Peter Harrell to break down the new tariffs on Canada and whether or not there could be more trade chaos on the horizon. Then, Rohan Goswami returns to discuss the latest roadblock in the Paramount/Warner Bros. deal and give a prediction for when he thinks it will actually go through. Finally, Ed explains why he’s concerned about Oracle’s debt.
Peter Harrell is a Visit
Gas Is Back Above $4 — And Could Keep Rising
Ed Elson is joined by Matt Smith to break down how the latest developments in the war with Iran are affecting oil prices and where he thinks gas prices could be headed next. Then, Charlie O'Neill joins the show to discuss China's new AI model, Kimi K3, why open-source models are gaining momentum, and what that shift could mean for the broader AI race.
Matt Smith is the Director of Commodity Resea
OpenAI Is Spinning Out Of Sam Altman's Control
Scott Galloway and Ed Elson unpack OpenAI's turbulent week and assess the biggest threats facing the company. They discuss why China's latest AI models could pose a serious challenge and why Scott thinks there might be a leadership shake-up at OpenAI. Then, they examine the growing narrative that the market is becoming more diversified, arguing that AI's influence extends far beyond Big Tech, and
Mike Novogratz: Crypto's Investors Have Moved On
Ed Elson and Scott Galloway are joined by Mike Novogratz to discuss why crypto has struggled this year and where he thinks the industry goes from here. They also explore how he got into the AI infrastructure business, why he now considers himself an AI landlord, and whether the AI boom is headed toward a demand crisis.
Mike Novogratz is the founder and CEO of Galaxy Digital.
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SpaceX Is Down 40% — How Low Can It Go?
Ed Elson is joined by Nicolas Owens to break down how SpaceX shares fell below their IPO price and where the stock might go from here. Then, Bradley Tusk returns to discuss New York’s statewide data center moratorium and whether other states might follow suit. Finally, Ed gives his take on the Treasury Department's new gold coins.
Nicolas Owens is an Equity Analyst at Morningstar. Bradley Tusk is
Why America’s Inflation Problem Isn’t Going Away
Ed Elson is joined by Mark Zandi to break down what the latest inflation report reveals about the state of the economy and what it could mean for the path of interest rates. Then, Saul Martinez returns to explain why the nation's biggest banks delivered such strong earnings. Finally, Ed gives his take on the inflation report.
Mark Zandi is the Chief Economist at Moody’s Analytics. Saul Martinez i
Apple Just Declared War On OpenAI
Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy.
Alex Kantrowitz is the author of the Big Technology newsletter and podcast. Luke Kawa is the Head of Ma
Wall Street Is Pumping SpaceX — So Why Is It Falling?
Patrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targets that analysts have issued and explain why they’re concerned about potential conflicts of interest in equity research. Then, they discuss why crypto bros don’t find crypto exciting anymore and have
This Is How OpenAI Goes Broke — ft. Sebastian Mallaby
Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He also explains why he doesn't necessarily see Meta's decision to sell excess compute capacity as a bear signal, why he was encouraged by the Trump administration's new AI policy, and how he expects the
What Wall Street Got Wrong About Iran
Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss what the Meta lawsuits mean for investors. Finally, Ed gives his take on Trump’s Iran strategy.
Brian Katulis is a Senior Fellow at the Middle East Institute. Casey Mock is the Senior Policy Director
Why The World Is Spending More On War
Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to break down why chip stocks are selling off despite strong earnings from Samsung. Finally, Ed is joined by Ara Kharazian to dig into his paper which showed that the biggest AI spenders are actually hi
SpaceX Just Got Fast-Tracked Into Your Portfolio
Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the show to break down the June jobs report and why she thinks wage growth is the most important thing to focus on. Finally, Ed gives his take on the latest evidence of Trump’s kingmaker economy.
Mich
OpenAI Wants A Government Bailout
Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss why they don’t think there’s any justification for a government bailout of OpenAI. Then, they break down why the new Trump accounts are a step in the right direction, but argue that reducing inequality shouldn't depend on the generosity of billionair
Healthcare is Broken—This Company Wants to Fix It
Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone too far. They also explore why Hims & Hers chose to disrupt the system instead of working within it.
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Tom Lee's Case for S&P 8,000 Has One Big Catch
Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, and the red flags he watches for in earnings quality. He also breaks down his bullish case for the Magnificent 7 and software stocks, and how he stays confident through volatility.
Tom Lee is the co-f
The AI Trade Just Got A Warning From Meta
Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s latest decisions and what they mean for the future of the country. Finally, Ed gives his take on Trump’s personal financial disclosures.
Ed Zitron is the author of the Where’s Your Ed At Newsletter, a
Chip Stocks Are On Fire — Will It Last?
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its remaining media assets and what it means for the future of conglomerates. Finally, Ed gives his take on Trump’s strategy to lower gas prices.
Stacy Rasgon is a Senior Analyst at Ber
OpenAI Hits Pause On Its IPO
Ed Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitcoin selloff means for the crypto market. Finally, Ed gives his take on new data about the AI boom that raises even more concerns about a bubble.
Alex Heath is the author of the Sources Newsletter and co-host of the Access Podcast. Jemima Kelly is a co
This Market Is Directionless (And That Should Scare You)
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories of the past six months and explain why they believe investors may be approaching a nervous top. They discuss why the Magnificent Seven have begun to lose their grip on the market and which sectors ar
AI Is Dumber Than Investors Think — ft. Gary Marcus
Ed Elson is joined by Gary Marcus to discuss why he’s concerned about the fact that we’re all-in on AI. They explore why he argues generative AI is inherently unreliable, whether the concerns surrounding Anthropic's Mythos model are justified, how policymakers should approach AI regulation, and the biggest misconception about the technology that he believes needs to be corrected.
Gary Marcus is a
America Finally Has a Housing Plan. Trump Is Blocking It.
Ed Elson is joined by Daryl Fairweather to break down whether the housing bill that just passed in the Senate will bring down housing prices in a meaningful way — if Trump lets it through. Then, Mike Issac joins the show to discuss his reporting on Meta’s prediction markets play. Finally, Ed checks in with Scott Galloway for a dispatch from Cannes.
Daryl Fairweather is the chief economist at Redf
SpaceX Stock Just Crashed — Here’s Why
Ed Elson is joined by Gil Luria to discuss the global tech selloff and how SpaceX is fueling AI fears. Then, Arin Dube joins the show to break down his research on minimum wage increases and what it reveals about the path towards raising the federal minimum wage. Finally, Ed checks in on his SpaceX prediction.
Gil Luria is the Head of Technology Research at D.A. Davidson. Arin Dube is the Provost
Why Britain’s Economy Has Been Stuck For 20 Years
Ed Elson is joined by Paul Johnson to discuss why Keir Starmer stepped down as Prime Minister and what his resignation reveals about the deeper challenges facing the U.K. economy. Then, Brian Kersmanc breaks down how markets are responding to the latest developments in the U.S.-Iran negotiations and what they signal for oil prices. Finally, Ed explains why the U.K.'s struggles may offer a cautiona
No, We Do Not Have An Iran Deal
Scott Galloway and Ed Elson break down the memorandum of understanding between the United States and Iran and explain why the agreement was unlikely to succeed from the start. Then, they unpack the financials behind OpenAI and Anthropic, exploring what it would take for either company to become profitable, and when that might actually happen. Finally, they revisit Snap Specs to examine why the pro
Euphoria Has Taken Over The Markets — ft. Barry Ritholtz
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 m
Snap’s “Crucible Moment” Flops On Wall Street
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
OpenAI’s Financials Leaked — The Losses Are Staggering
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 fo
The Iran “Deal” Isn’t What It Seems
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 th
SpaceX IPO Takes Off — And Elon Is Now A Trillionaire
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 str
The IPO Frenzy Has Begun — ft. Howard Marks
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.
SpaceX Goes Public Tomorrow — Look Out Below
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
How Influencers Hijacked The Consumer Economy
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
Why A Hot Jobs Report Spooked Wall Street
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 Universi
AI’s $400 Billion Test Is About To Begin
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 share their predictions for SpaceX, Anthropic and OpenAI’s IPOs, and break down what could happen if the offerings flood the market with $400 billion. Then, they examine why fast-food franchises are struggling and debate whether the franchise model itself is part
The Space Boom Is Just Beginning
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.
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JB Pritzker on the Fight Over AI, Housing, and Taxes
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.
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Why Trump’s Corruption Matters — ft. Hillary Clinton & Anthony Scaramucci
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 grif
The Great Billionaire Migration
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.
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The Future of Hollywood — ft. Ted Sarandos
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.
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AI May Not Be Worth The Cost — Here’s Why
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.
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Bond Investors Are Panicking — And They May Be Right
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.
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How To Actually Tax The Rich — ft. Ray Madoff
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
SpaceX Just Filed to IPO — The Numbers Are Ugly
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 C
Silicon Valley’s Case Against The Wealth Tax
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 V
Inside Trump's 3,700 Trades — ft. Anthony Scaramucci
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
Inflation Is Soaring — Here’s What Happens Next
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.
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The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran
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 o
AI Skeptic: This Business Makes No Sense
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 Yo
Hottest Inflation Report In 3 Years Has One Big Problem
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 o
AI Is Making Us All Dumber
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 bes
AI’s New Trillion Dollar Mission: Delete Middle Management
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.
Why Oil Still Runs the World — ft. Daniel Yergin
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
How China Wins The AI War
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.
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Why Americans Earning $500K a Year Still Feel Broke
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
GameStop’s $56 Billion eBay Bid Is Already Falling Apart
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 Co
OpenAI's Week From Hell — And Why Anthropic Is Winning
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.
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Will This $11B AI Startup Disrupt Big Law?
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.
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The Case for AI Optimism — ft. Reid Hoffman
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
Ray Dalio: The World Order Has Unraveled
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Ray Dalio is the founder of Bridgewater Associates. Gil
Data Center Debate: Are Energy Bills About To Explode?
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. Depa
The Biggest IPO In History Isn’t What You Think It Is
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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.
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