Prof G Markets

Afleveringen

1. Why Elon Might Merge Tesla And SpaceX

   22 oktober 2026 · 34 min

   Afspelen
   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. Lees meer

   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.

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

   21 oktober 2026 · 51 min

   Afspelen
   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. Lees meer

   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.

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3. Why The Tech Selloff Just Reversed Course

   20 oktober 2026 · 32 min

   Afspelen
   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. Lees meer

   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.

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

   19 oktober 2026 · 1 uur 15 min

   Afspelen
   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. Lees meer

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5. How The Children Of Billionaires Took Over America

   17 oktober 2026 · 11 min

   Afspelen
   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. Lees meer

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

   16 oktober 2026 · 55 min

   Afspelen
   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 problem, the warning signs he sees in today’s AI boom, what AI executives should learn from the past, and where he thinks we are in the cycle today. Lees meer

   Liaquat Ahamed is a financial historian, with degrees in economics from both Harvard and Cambridge universities and over two decades of professional experience as an investment manager. His new book, 1873: The Rothschilds, the First Great Depression and the Making of the Modern World is available now.

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

   15 oktober 2026 · 34 min

   Afspelen
   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 Price Index and what recent consumer spending data reveals about the state of the economy. Finally, Ed shares his take on a report that CFTC investigators were ordered to halt their analysis of potential insider trading involving the President. Lees meer

   Paul Kedrosky is a Managing Partner at SK Ventures. Mark Zandi is the Chief Economist at Moody’s Analytics.

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

   14 oktober 2026 · 36 min

   Afspelen
   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 chip stocks and what he makes of valuations in the sector. Finally, Ed shares his take on Kimberly Guilfoyle’s resignation. Lees meer

   Bradley Tusk is a venture capitalist, political strategist, and writer. Gil Luria is the Head of Technology Research at D.A. Davidson.

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9. Has Nvidia Become Too Big To Fail?

   13 oktober 2026 · 24 min

   Afspelen
   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 important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin. Lees meer

   Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group from Wells Fargo Advisors.

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10. How Fraud Became A Winning Strategy

    10 oktober 2026 · 13 min

    Afspelen
    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. Lees meer

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