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Prof G Markets

Vox Media Podcast Network

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

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.

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Yesterday · 12 min
The AI Boom Is Running Out Of Easy Money
In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the music is starting to fade in the AI trade. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
Friday · 42 min
Is This The End Of MAGA? — ft. Anthony Scaramucci
Ed Elson is joined by Anthony Scaramucci to unpack the midterm results and what they could mean for the country. They discuss whether Trump will change course on key policies, how markets initially reacted to the results, whether a shakeup at the White House could be coming, and what the election signals about the future of the Republican Party and the MAGA movement. Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, a global alternative investment firm. He’s authored seven books, including his most recent work, All the Wrong Moves: How Three Catastrophic Decisions Led to the Rise of Trump. He also hosts two podcasts: The Rest is Politics U.S., and Open Book. 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
Thursday · 42 min
Democrats Sweep Congress — And Stocks Explode Higher
Ed Elson is joined by Catherine Rampell to break down the key takeaways from the midterm results, whether Trump will change course on tariffs and Iran, and what the results mean for the future of the MAGA movement. Then, Alex Bores returns to discuss how backlash against data centers factored into the election and how markets are responding to the results. Finally, Ed shares his take on the Blunami. Catherine Rampell is an economics editor at The Bulwark, host of the Receipts Podcast, and anchor at MS NOW. Alex Bores is a New York State Assemblymember, author of the RAISE Act, and founder of Who Decides. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
Wednesday · 37 min
Tom Lee: The Correction Is Over — Stocks Are About To Surge
Ed Elson is joined by Tom Lee to assess the market following the recent tech sell-off and what investors should expect following the midterms. He also shares his forecast for where the market will end the year. Then, Patrick McGee returns to break down Apple’s latest earnings and how the rollout of the iPhone Duo is going so far. Finally, Ed shares a quick message about the midterms. Tom Lee is the co-founder, managing partner, and head of research at Fundstrat Global Advisors and Chairman of Bitmine Immersion Technologies. Patrick McGee is an award-winning journalist and author of Apple in China. You can find more information about Ramp’s data here Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
Tuesday · 38 min
Anthropic's Q3 Results Are In — The Costs Are Exploding
Ed Elson is joined by John Foley to break down Anthropic’s amended S-1 and whether investors should be paying attention to the company’s potential credit rating. Then Deirdre Bosa returns to explain why the Nasdaq just entered correction territory and what the sentiment is like in San Francisco. Finally, Mark Zandi joins to assess the state of the economy ahead of the midterms. John Foley is the Head of the Lex column at the Financial Times. Deirdre Bosa is the Founder & Host of Deirdre Bosa Live. Mark Zandi is the Chief Economist at Moody's Analytics. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
Monday · 1 hr 17 min
The Stock Market Is Already Pricing In A Democratic Sweep
Scott Galloway and Ed Elson discuss how voters have been affected by the Trump administration’s economic policies and what that could mean for the midterm elections. Then, they break down the latest Big Tech earnings, including whether Google is a buy, why Scott continues to be impressed by Apple’s decision to stay out of the AI arms race, and why Ed thinks investors are right to focus on capital expenditures and financial discipline. Finally, they discuss Instagram Features, why it could spell trouble for Netflix, and how the streaming giant should respond. 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
November 1 · 59 min
The American Startup Taking On China’s AI Models
Ed Elson sits down with Misha Laskin, co-founder and CEO of Reflection, to discuss what drew him to AI, what inspired him to start the company, and the key differences between open and closed-source models. They also explore how Reflection plans to build a sustainable business, why he sees open-source models as a gift regardless of where they come from, and why he believes the company could play an important role in America’s AI future. Learn more about your ad choices. Visit podcastchoices.com/adchoices
October 31 · 11 min
The Democrats Will Sweep The Midterms — Here’s Why
In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why he thinks the Republicans are headed for a historic loss at the midterms. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 30 · 1 hr 18 min
Josh Brown: If This Is A Bubble, It’s Pathetic
Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has much of a moat. He also shares his prediction for the IPO and why he thinks the company has timed its public debut well. Plus, he weighs in on Netflix and what he believes is the company’s biggest problem. 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
October 29 · 36 min
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors. Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision. Finally, Ed shares his take on Microsoft’s voluntary buyout program. Gil Luria is the Head of Technology Research at D.A. Davidson. Michael Gapen is the Chief U.S. economist at Morgan Stanley. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 28 · 35 min
Why Steve Eisman Isn't Buying Anthropic's IPO
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 G Media’s own Dan Chiolan joins to break down the winners and losers in the autonomous vehicle race. Finally, Ed explains why he thinks the Anthropic IPO is misunderstood. Steve Eisman is the legendary Big Short investor and Host of the Real Eisman Playbook. Dan Chiolan is a research associate at Prof G Media. To watch a replay of Dan’s autonomous vehicle livestream as well as the rest of our Prof G+ content, you can head to profgmedia.com and click on the “Prof G Plus” tab. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 27 · 36 min
The $800 Billion Catch Behind Anthropic's IPO
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 for the stock market and what could trigger a correction. Paul Kedrosky is a Managing Partner at SK Ventures. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 26 · 1 hr 19 min
The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
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 both companies are up against. Then, they examine the growing challenges facing the AI buildout, including why some chips are sitting idle in warehouses and whether investors have priced in the risks. Check out Ramp’s AI Index here 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
October 24 · 13 min
The AI Bubble Isn't Where You Think It Is
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 G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 23 · 58 min
Meet The Millionaire Class That Really Runs America
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 how policymakers could close some of these loopholes. They also explore how AI is changing entrepreneurship in America and what it all means for the future of the American dream. Owen Zidar is a Professor of Economics and Public Affairs at Princeton University. Eric Zwick is the Joel F. Gemunder Professor of Economics and Finance at the University of Chicago Booth School of Business. Their book, The Everywhere Millionaire: Who Is Really Rich in America and How They Got There, is available now. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 22 · 33 min
Why Elon Might Merge Tesla And SpaceX
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 explains why he’s bearish on Netflix. Karim Bousta is the Co-Founder and Managing Partner at DVx Ventures and former Vice President at both Tesla and Lyft. Mark Mahaney is the senior managing director at Evercore. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 21 · 50 min
Is Nvidia Selling More Chips Than Anyone Can Use?
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. Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps. Finally, Ed shares his gratitude to the audience for voting at the Signal Awards. Ed Zitron is the CEO of EZ Primary Research and author of the Where’s Your Ed At newsletter. Nicolas Owens is an equity analyst at Morningstar. Thierry Wizman is the global FX and rates strategist at Macquarie Group. Check out Ramp’s AI Index here Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 20 · 31 min
Why The Tech Selloff Just Reversed Course
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 sweep the midterms and whether or not he thinks they actually will. Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Aaron Parnas is the author of The Parnas Perspective Substack and co-host of Raging Perspectives. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets 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
October 19 · 1 hr 15 min
Why The Stock Market Is Booming — But Your Paycheck Isn't
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, they examine the latest moves in AI stocks and Anthropic’s financials, including the growing divide between public and private markets. Finally, they discuss Bumble’s reported move toward going private and whether the struggles of dating apps point to a broader shift toward in-person socializing. You can find more information about Ramp’s data here 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
October 17 · 11 min
How The Children Of Billionaires Took Over America
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 society as we know it. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets 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

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