Prof G Markets
Episodes
GameStop’s $56 Billion eBay Bid Is Already Falling Apart
05 May 2026
Contributed by Lukas
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 ...
OpenAI's Week From Hell — And Why Anthropic Is Winning
04 May 2026
Contributed by Lukas
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 ...
Will This $11B AI Startup Disrupt Big Law?
03 May 2026
Contributed by Lukas
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, ...
The Case for AI Optimism — ft. Reid Hoffman
01 May 2026
Contributed by Lukas
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 lan...
Ray Dalio: The World Order Has Unraveled
30 Apr 2026
Contributed by Lukas
Ed Elson speaks with Ray Dalio about where the world stands amid the Iran war, rising inflation, and climbing U.S. debt — and what investors should ...
Data Center Debate: Are Energy Bills About To Explode?
29 Apr 2026
Contributed by Lukas
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 expec...
The Biggest IPO In History Isn’t What You Think It Is
28 Apr 2026
Contributed by Lukas
Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenA...
Two Months In: Why Markets Stopped Caring About Iran
27 Apr 2026
Contributed by Lukas
Scott Galloway and Ed Elson discuss how the war in Iran has impacted prices and markets as the conflict passes the two month mark. They also break dow...
The AI Job Crisis Andrew Yang Saw Coming
24 Apr 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Andrew Yang to explore how artificial intelligence will reshape the workforce. They break down the real impa...
The Most Dangerous AI Model Just Leaked
23 Apr 2026
Contributed by Lukas
Ed Elson is joined by Sherri Davidoff to analyze the security breach of Anthropic’s Mythos, what it means for AI safety and cybersecurity, and how b...
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
22 Apr 2026
Contributed by Lukas
Ed Elson speaks with Patrick McGee and Tripp Mickle about what Apple’s next chapter looks like now that Tim Cook is officially stepping down. They d...
Iran War Will Cost Every Household $50,000
21 Apr 2026
Contributed by Lukas
Ed Elson speaks with Justin Wolfers to unpack the latest developments in the war, including what the ceasefire really means and how to interpret the D...
Stocks Rip to Record Highs, Leaving War in the Dust
20 Apr 2026
Contributed by Lukas
Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of ri...
Is the Labor Market About to Tip Us Into Recession?
17 Apr 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Kathryn Anne Edwards to break down the cracks in the labor market and unpack whether more layoffs are on the...
Wall Street Is Thriving on Chaos — Will It Last?
16 Apr 2026
Contributed by Lukas
Ed Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Am...
Violent Backlash: What the Sam Altman Attacks Signal for AI
15 Apr 2026
Contributed by Lukas
Following the violent attacks on Sam Altman, Bradley Tusk and Brian Merchant join Ed Elson to break down why AI is facing growing resistance. They exp...
The Oil Blockade Isn’t Spooking Markets — Yet
14 Apr 2026
Contributed by Lukas
Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after th...
Don't Try to Beat This Market — Here's What to Do Instead
13 Apr 2026
Contributed by Lukas
Subscribe to the Prof G Markets Youtube Channel Ed Elson and Josh Brown unpack how markets have responded to developments in Iran and explain why r...
The “Ceasefire” Won’t Save The Economy — ft. Mark Zandi
10 Apr 2026
Contributed by Lukas
Ed Elson is joined by Mark Zandi to break down what the tenuous ceasefire in Iran means for the U.S. economy and investors. They discuss his forecast ...
Markets Are Betting the Iran War Is Over — Is it?
09 Apr 2026
Contributed by Lukas
Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is head...
Trump Threatened to End Iranian Civilization — What Comes Next?
08 Apr 2026
Contributed by Lukas
Ed Elson and Ian Bremmer break down Donald Trump’s latest threats toward Iran and what they mean for the state of geopolitics and global markets. Th...
Iran Deadline Looms for an Economy on the Edge
07 Apr 2026
Contributed by Lukas
Ed Elson and Justin Wolfers break down the state of the U.S. economy, including the latest jobs report and how the Iran war is shaping the economic ou...
How to Invest When Nothing Makes Sense
06 Apr 2026
Contributed by Lukas
Subscribe to the Prof G Markets Youtube Channel Scott Galloway and Ed Elson break down the biggest unanswered questions in the stock market, from I...
First Time Founders: How Partiful Is Fixing the Loneliness Crisis
04 Apr 2026
Contributed by Lukas
Ed Elson speaks with Shreya Murthy, CEO and co-founder of Partiful. They discuss how the company survived the pandemic, why pushing boundaries has bee...
Marriage Is the Biggest Financial Risk You’ll Take — ft. James Sexton
03 Apr 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by top divorce attorney James Sexton to explore how money impacts relationships and divorce rates. He also shar...
Why So Bullish? Markets Cling to Iran Hopes
02 Apr 2026
Contributed by Lukas
Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with John Mowrey about the market’s optimism for an end to the Iran War. Then he ...
Brutal Quarter Ends With a Rally — But Risks Are Rising
01 Apr 2026
Contributed by Lukas
Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day o...
Big Tech Is Now Advising the White House — What Could Go Wrong?
31 Mar 2026
Contributed by Lukas
Ed Elson speaks with Liz Hoffman about President Trump’s new technology council and what it signals about the administration’s AI policy. Then Jon...
Trump’s Economic Playbook Is Failing
30 Mar 2026
Contributed by Lukas
Scott Galloway and Ed Elson break down the key ways consumers actually experience the economy, from groceries and gas to housing, and how those everyd...
The AI Divide: Who Wins and Who Gets Replaced — ft. Bill Gurley
27 Mar 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Bill Gurley to break down how young people can position themselves for success in the age of AI, how Silicon...
The $1.5B Insider Trade Before Trump’s Iran Post — ft. Anthony Scaramucci
26 Mar 2026
Contributed by Lukas
Ed Elson speaks with Anthony Scaramucci about the surge in insider trades tied to Trump’s Truth Social posts on the Iran war. They discuss how wides...
Is the Oil Crisis About to Break Global Supply Chains?
25 Mar 2026
Contributed by Lukas
Ed Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption o...
$1T Moved on Iran “Talks” — Did They Even Happen?
24 Mar 2026
Contributed by Lukas
Ed Elson speaks with Justin Wolfers about the potential for deescalation in Iran and whether markets were right to rally on Trump’s word of negotiat...
The Next Inflation Wave Is Already Here
23 Mar 2026
Contributed by Lukas
Scott Galloway and Ed Elson unpack how the war is driving up prices across the U.S. and why they believe a recession is a real possibility. They then ...
The 35% Recession Warning Markets Are Ignoring — ft. Ed Yardeni
20 Mar 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Ed Yardeni to discuss why he recently raised the odds of a recession this year. He also weighs in on the ris...
Your Bills Are About to Go Up — The Fed Can’t Stop It
19 Mar 2026
Contributed by Lukas
Description: Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from i...
Nvidia Says $1T Is Coming — The Market Isn’t Buying It
18 Mar 2026
Contributed by Lukas
Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined ...
Why the Pentagon Is Hiring Wall Street Bankers
17 Mar 2026
Contributed by Lukas
Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 ...
War With Iran Is Rewriting Global Markets
16 Mar 2026
Contributed by Lukas
Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital...
You Think You're Diversified, AI Disagrees — ft. Torsten Slok
13 Mar 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Torsten Slok to break down what he makes of the conflict with Iran and how it could impact the global econom...
What $4 Gas Would Do to the Economy
12 Mar 2026
Contributed by Lukas
Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Orac...
Pricing the Iran War's Future — Are Markets Right?
11 Mar 2026
Contributed by Lukas
Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, ...
The Iran War’s Oil Shock — How Bad Could It Get?
10 Mar 2026
Contributed by Lukas
Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he d...
The Iran War Risk Markets Are Ignoring
09 Mar 2026
Contributed by Lukas
Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed a...
Is Private Credit The Next 2008? — ft. Steve Eisman
06 Mar 2026
Contributed by Lukas
Scott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains w...
$500M Bet On The Iran Strike — Before It Happened
05 Mar 2026
Contributed by Lukas
Ed Elson speaks with Jonathan Cohen about the massive wagers in prediction markets on the war with Iran. Then he discusses Anduril’s funding round a...
Why The Iran War Could Reignite Inflation
04 Mar 2026
Contributed by Lukas
Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks in...
War With Iran: Why Oil Didn’t Spike As Expected
03 Mar 2026
Contributed by Lukas
Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the esca...
What the AI Scare Gets Wrong
02 Mar 2026
Contributed by Lukas
Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discu...
Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour
27 Feb 2026
Contributed by Lukas
Scott Galloway and Ed Elson are joined by Tarek Mansour to break down why prediction markets are surging in popularity, and whether they’re really a...
Nvidia’s Blowout Can’t Calm AI Anxiety
26 Feb 2026
Contributed by Lukas
Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety ...
Why a Doomsday AI Blog Wiped Out $300 Billion
25 Feb 2026
Contributed by Lukas
Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of H...
Billions in Tariff Refunds — Who Gets the Money?
24 Feb 2026
Contributed by Lukas
Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and...
Why Big Tech Is Losing to Boring Stocks
23 Feb 2026
Contributed by Lukas
Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe....
Supreme Court Strikes Down Trump’s Tariffs
20 Feb 2026
Contributed by Lukas
In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what...
Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
20 Feb 2026
Contributed by Lukas
Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” th...
China’s AI Is 20x Cheaper — And Catching Up
19 Feb 2026
Contributed by Lukas
Ed Elson breaks down the latest AI launches from Chinese companies with Alice Han, co-host of the China Decode podcast. Then, he discusses why Sweden ...
Netflix Dares Paramount to Bid Higher
18 Feb 2026
Contributed by Lukas
Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is ...
Inflation Is About to Get Worse
17 Feb 2026
Contributed by Lukas
Ed Elson breaks down why the January inflation data is not what it seems with Mark Zandi, Chief Economist at Moody’s Analytics. Then, Ed is joined b...
The World Is In a Doom Loop — ft. Eswar Prasad
13 Feb 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Eswar Prasad, Professor of trade policy and economics at Cornell University, former chief of the Financial S...
The Jobs Report Is Worse Than It Looks
12 Feb 2026
Contributed by Lukas
Ed Elson breaks down the January jobs report with Kathryn Anne Edwards, Labor Economist and host of The Optimist Economy podcast. They discuss why 202...
Google Goes All-In on the AI Arms Race
11 Feb 2026
Contributed by Lukas
Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson u...
Why Markets Can’t Price AI
10 Feb 2026
Contributed by Lukas
Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he d...
Did Anthropic Just Kill Software?
09 Feb 2026
Contributed by Lukas
Scott Galloway and Ed Elson unpack last week’s software sell-off, including which names could be potential buys. They then turn to the world of ente...
The American Affordability Crisis — ft. Neera Tanden
06 Feb 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Neera Tanden, president and CEO of the Center for American Progress, to unpack affordability in America unde...
Google Doubles Down on Spending as AI Fear Returns
05 Feb 2026
Contributed by Lukas
Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications ...
SpaceX’s $1.25 Trillion AI Bet
04 Feb 2026
Contributed by Lukas
Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’...
Why Markets Aren’t Scared of Kevin Warsh
03 Feb 2026
Contributed by Lukas
Ed Elson speaks with Mark Zandi, Chief Economist at Moody’s Analytics, about Trump’s pick of Kevin Warsh for chair of the Federal Reserve. Then, h...
Big Tech’s AI Vibe Shift
02 Feb 2026
Contributed by Lukas
Scott Galloway and Ed Elson break down earnings from Microsoft, Meta, Tesla, and Apple. They also weigh in on Trump’s pick of Kevin Warsh for chair ...
Something Has Broken In The U.S. — ft. Katie Martin
30 Jan 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how investo...
Fed Holds Rates — Inflation Back in Focus
29 Jan 2026
Contributed by Lukas
Ed Elson speaks with Michael Gapen, Chief U.S. Economist at Morgan Stanley, about the Fed’s path forward and the dollar’s decline. Then Ed breaks ...
EU Strikes Deal With India in Shift From U.S.
28 Jan 2026
Contributed by Lukas
Ed Elson speaks with Liz Hoffman, Business and Finance Editor at Semafor, about the implications of the free trade deal between India and the EU. Then...
Gold Hits $5K — What’s the Market Afraid Of?
27 Jan 2026
Contributed by Lukas
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 ne...
Davos Dispatch: World Order on Edge
26 Jan 2026
Contributed by Lukas
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 tha...
David Solomon on AI, Debt, and America’s Future
23 Jan 2026
Contributed by Lukas
Ed Elson and Scott Galloway are joined by David Solomon, Goldman Sachs’ chairman of the Board of Directors and chief executive officer, to discuss t...
Greenland Tariffs Are Off — Is There a Deal?
22 Jan 2026
Contributed by Lukas
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...
Wall Street Sinks on Greenland Risk
21 Jan 2026
Contributed by Lukas
Ed Elson speaks with Justin Wolfers, professor of public policy and economics at the University of Michigan, about how U.S. markets reacted to Preside...
Europe Braces for Trump’s Greenland Tariffs
20 Jan 2026
Contributed by Lukas
Ed Elson speaks with Robert Armstrong, U.S. financial commentator for the Financial Times and author of the Unhedged newsletter, about President Trump...
Why Trump’s War Week Didn’t Break Markets
19 Jan 2026
Contributed by Lukas
Scott Galloway and Ed Elson unpack President Trump’s investigation into Jerome Powell, with Scott explaining why he believes the goal is to sideline...
Your Brain is the Worst Investor in the Room — ft. Scott Nations
16 Jan 2026
Contributed by Lukas
Ed Elson is joined by Scott Nations, President of Nations Indexes and author of “The Anxious Investor”, to break down why human psychology often l...
Why Big Banks Are Selling-Off
15 Jan 2026
Contributed by Lukas
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 interes...
Trump’s 25% Iran Tariffs Explained
14 Jan 2026
Contributed by Lukas
Ed Elson speaks with Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, about the economic situation in Iran and w...
The DOJ Comes for Jerome Powell
13 Jan 2026
Contributed by Lukas
Ed Elson breaks down the Justice Department’s investigation of Fed Chair Jerome Powell with Liz Hoffman, Semafor’s business and finance editor, an...
Is Imperialism Good for Your Portfolio?
12 Jan 2026
Contributed by Lukas
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what i...
Why the AI Bubble Hasn’t Popped — ft. Josh Brown
09 Jan 2026
Contributed by Lukas
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...
Why Trump Wants Greenland
08 Jan 2026
Contributed by Lukas
Ed Elson speaks with Gracelin Baskaran, director of the Critical Minerals Security Program at the Center for Strategic and International Studies, abou...
Can a GLP-1 Pill Revive Novo Nordisk?
07 Jan 2026
Contributed by Lukas
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, Healt...
What Venezuela’s Regime Change Means for Oil
06 Jan 2026
Contributed by Lukas
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 found...
Scott Galloway’s Predictions for 2026
05 Jan 2026
Contributed by Lukas
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 f...
Ask Me Anything — Figma, Dirty Jokes, Running for Office & More
22 Dec 2025
Contributed by Lukas
Scott Galloway, Ed Elson and Claire Miller answer listener questions about everything from Scott’s investment in a professional soccer team, Ed’s ...
The Biggest Disruption Is Yet to Come — ft. Justin Wolfers
19 Dec 2025
Contributed by Lukas
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 ke...
Warner Bros. Rejects Paramount’s Hostile Bid
18 Dec 2025
Contributed by Lukas
Ed Elson unpacks the news that Warner Bros. Discovery’s board is encouraging shareholders to reject the Paramount bid with Rohan Gowsami, Business R...
Unemployment Climbs to a Four-Year High
17 Dec 2025
Contributed by Lukas
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 o...
Why Oracle is Crashing Right Now
16 Dec 2025
Contributed by Lukas
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 ...
What’s the Right Investment Strategy for 2026?
15 Dec 2025
Contributed by Lukas
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 in...
The Bull Case for 2026 — ft. Tom Lee
12 Dec 2025
Contributed by Lukas
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 ...
What the Fed’s Third Rate Cut Means for 2026
11 Dec 2025
Contributed by Lukas
Ed Elson discusses the Federal Reserve’s third interest rate cut with Mark Zandi, Chief Economist at Moody’s Analytics, unpacking what’s in stor...
Did the U.S. Just Hand its AI Edge to China?
10 Dec 2025
Contributed by Lukas
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 Emerg...
Paramount Goes Hostile With $108B Bid for Warner Bros.
09 Dec 2025
Contributed by Lukas
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 a...
Netflix Wins the Warner Bros. Bidding War
08 Dec 2025
Contributed by Lukas
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...