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Why Elon Might Merge Tesla And SpaceX
22 oktober 2026 · 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 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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Is Nvidia Selling More Chips Than Anyone Can Use?
21 oktober 2026 · 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. 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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Why The Tech Selloff Just Reversed Course
20 oktober 2026 · 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 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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Why The Stock Market Is Booming — But Your Paycheck Isn't
19 oktober 2026 · 1 uur 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, 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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How The Children Of Billionaires Took Over America
17 oktober 2026 · 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 society as we know it. Lees meer
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Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
16 oktober 2026 · 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 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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CoreWeave Is Imploding — And Taking AI Stocks Down With It
15 oktober 2026 · 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 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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Elon Musk Spent $366M On The Midterms — Will It Work?
14 oktober 2026 · 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 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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Has Nvidia Become Too Big To Fail?
13 oktober 2026 · 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 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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How Fraud Became A Winning Strategy
10 oktober 2026 · 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. Lees meer
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Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI
9 oktober 2026 · 1 uur 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 models are the future of the industry, and what role the government should play in regulating the technology. Lees meer
Cal Newport is a Professor of Computer Science at Georgetown University and New York Times bestselling author of eight books.
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SpaceX Raised $111B — It Already Needs More
8 oktober 2026 · 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 of the annoyance economy and the legislation aimed at combating it. Finally, Ed shares his take on OpenAI’s reported breakthrough in solving some of the world’s most difficult math problems. Lees meer
John Foley is the head of the Lex Column at the Financial Times. Ronan Farrow is a Pulitzer-winning journalist at the New Yorker.
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Why The S&P Just Hit A Record High — Despite Soaring Yields
7 oktober 2026 · 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 market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal. Lees meer
John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S. financial commentator for the Financial Times and author of the Unhedged newsletter.
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Brazil’s Far-Right Is Surging — Investors Love It
6 oktober 2026 · 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 returns to break down the September jobs report and the warning signs she sees in the data. Finally, Ed shares his take on the SEC’s decision to change its quorum law. Lees meer
Monica de Bolle is a Senior Fellow at the Peterson Institute for International Economics. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast.
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5 Stocks Are Carrying The Market — Here's How To Protect Yourself
5 oktober 2026 · 1 uur 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 the case for why now could be the time to buy bonds. Finally, they discuss the changes John Ternus is making at Apple and debate whether the company’s new smart home hub will be a success. Lees meer
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This EU Firm Made Billions Buying Up Forgotten Tech
4 oktober 2026 · 1 uur 4 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. They also discuss the role of headcount reduction in Bending Spoons’ strategy, what it’s like to build a company in Europe, and how the company uses AI to transform the businesses it acquires.
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How America Got Hooked On Sports Betting
3 oktober 2026 · 11 min
In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America. Lees meer
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Steve Eisman: One Company Could Break The AI Boom
2 oktober 2026 · 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 drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like. Lees meer
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The FTC Is Investigating OpenAI — Here’s Why
1 oktober 2026 · 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 returns to unpack the latest inflation report and explain what the bond market is signaling about the health of the economy. Finally, Ed shares his take on President Trump’s meeting with AI leaders. Lees meer
Madison Mills is a senior AI reporter at Axios. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics.
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Anthropic’s Financials Revealed — The Losses Are Stunning
30 september 2026 · 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. Finally, Ed shares his take on the news that Manchester City was found guilty of financial violations. Lees meer
Paul Kedrosky is the Managing Partner at SK Ventures. Jay Ritter is the Director of The IPO Initiative at the University of Florida.
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Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity
29 september 2026 · 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 makes of the company’s valuation. Finally, Ed gives his take on the next phase of the AI safety debate. Lees meer
Michael Green is the CEO and CIO of Tier1 Alpha Asset Management. Gil Luria is the Head of Technology Research at D.A. Davidson.
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Investors Are Turning Against Data Centers (Here's Why)
28 september 2026 · 1 uur 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 Scott explaining why he remains bullish on the stock despite its recent decline. Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering. Lees meer
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How To Actually Regulate AI — ft. Alex Bores
25 september 2026 · 1 uur 2 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. He also explains who should be held accountable, explores the role of third-party audits in regulating AI, addresses the data center concerns he believes policymakers should prioritize, and weighs in on which states are taking the right approach to AI regulation. Lees meer
Alex Bores is the co-founder of Who Decides, a new organization working to give the public a voice in how AI develops and build a shared Democratic approach to the technology.
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Bonds Are Going Haywire Again — Howard Marks Explains Why
24 september 2026 · 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 far and where the relationship between the U.S. and Iran stands. Finally, Ed gives his take on an AI data center provider delaying its IPO. Lees meer
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Daniel Baer is the former U.S. Ambassador to the Organization for Security and Cooperation in Europe and the Interim President of the Carnegie Endowment for International Peace.
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Oil Expert: We Can’t Predict Iran Anymore
23 september 2026 · 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 and what the regulatory landscape could look like going forward. Finally, Ed explains why he thinks the AI debate is the dumbest conversation of the year. Lees meer
Matt Smith is the Director of Commodity Research at Kpler. Jonathan Cohen is the Policy Lead at the Institute for Boys and Men and author of Losing Big: America’s Reckless Bet on Sports Gambling.
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David Ellison’s Media Takeover Just Got Greenlit
22 september 2026 · 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 reshaped the housing market and what he would recommend to someone looking to buy a house right now. Finally, Ed shares his thoughts on Amazon’s decision to ban Meta’s new AI agent, Muse. Lees meer
Rohan Goswami is a business reporter at Semafor. Conor Sen is the founder and CEO of Peachtree Creek Investments and author of the Housing Frame substack.
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How Meta Could Quietly Win The AI Race
21 september 2026 · 1 uur 4 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 the company. Finally, they examine what Canada becoming an associate member of the European Union could mean for the United States. Lees meer
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He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom
18 september 2026 · 1 uur 6 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 outcomes. He also shares his thoughts on the rapid advancement of AI capabilities, what a world with superintelligence could look like, and some of the best-and worst-case scenarios for the future of the technology. Lees meer
Nick Bostrom is an AI philosopher and best-selling author of Superintelligence and Deep Utopia.
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Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters
17 september 2026 · 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 the AI apocalypse fears in the U.S. Finally, Ed shares his thoughts on the news that the EU invited Canada to become its first associate member. Lees meer
Robert Armstrong is the author of the Unhedged Newsletter and US financial commentator for the Financial Times. Alice Han is a Director at Greenmantle.
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AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?
16 september 2026 · 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 whether or not a rate hike is the right decision. Finally, Ed shares his thoughts on the news that the average 30-year mortgage rate rose above 7% for the first time in 15 months. Lees meer
Ed Zitron is the host of Better Offline and author of the newsletter Where's Your Ed At. Mark Zandi is the Chief Economist at Moody’s Analytics.
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Why OpenAI And Anthropic Are Pumping The Brakes
15 september 2026 · 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 second-straight quarter of profitability. Lees meer
Charlie O'Neill is the Co-Head of Model Training at Baseten.
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The Rate Hikes Are Coming
14 september 2026 · 1 uur 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 possibility of “forever inflation.” Then, they run through some of the biggest recent AI headlines, including a viral post warning about the existential risks of AI. Finally, they discuss the iPhone Duo and what’s next for Apple as John Ternus takes over from Tim Cook. Lees meer
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Why The Bond Market Is Starting To Revolt — ft. Katie Martin
11 september 2026 · 1 uur 7 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 borrowing are reshaping markets. Lees meer
Katie Martin is the markets columnist and editorial board member at the Financial Times.
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Anthropic Whistleblower Says AI Could “Kill Us All”
10 september 2026 · 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. Ara Kharazian also joins to unpack new data tracking how much American businesses are actually spending on AI. Finally, Ed shares his thoughts on the Anthropic researcher’s warning. Lees meer
Alex Kantrowitz is the author of the Big Technology newsletter and host of the Big Technology Podcast. Ara Kharazian is the Lead Economist at Ramp. Patrick McGee is an award-winning journalist and author of Apple in China: The Capture of the World's Greatest Company.
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Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney
9 september 2026 · 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 global education report card was the worst on record and how it could impact the international economy. Finally, Ed gives his take on America’s debt problem. Lees meer
Mike Moffatt is a Canadian economist and Founding Director at the Missing Middle Initiative. John Burn-Murdoch is a columnist and the chief data reporter for the Financial Times.
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OpenAI Says “AGI” Is Here — What Does That Actually Mean?
8 september 2026 · 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 current state of the labor market. Finally, Ed shares why he is concerned about the results of Germany’s recent election. Lees meer
Gary Marcus is an author, scientist, entrepreneur, and Emeritus Professor of Psychology and Neural Science at NYU. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast.
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Why Nobody Trusts the News — And How to Fix It
6 september 2026 · 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 more valuable. They also discuss how distrust in the media influenced his decision to launch Axios, where he draws the line between journalism and commentary, and what he makes of today’s rapidly changing media ecosystem. Lees meer
You can check out Jim's new book, SIMPLIFY: Do 50 Percent More with 50 Percent Less, here.
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Tyler Cowen: The AI Bears Are Asking The Wrong Questions
4 september 2026 · 1 uur
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 thing. They also discuss who stands to benefit most from AI, why cybersecurity is a growing concern, how he would grade the U.S. economy today, and what he sees as the biggest obstacle to AI’s continued growth. Lees meer
Tyler Cowen is an economist, author, podcaster and chair of the Mercatus Center at George Mason University.
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Bonds Are Warning Of A Global Inflation Crisis
3 september 2026 · 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. Finally, Ed shares his thoughts on why bond investors are fed up with the Trump administration. Lees meer
John Mowrey is the Chief Investment Officer at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and host of the Sources podcast.
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Geopolitical Expert: Iran War May Drag On For Years
2 september 2026 · 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 and give his take on Meta’s “big tobacco” moment. Finally, Ed shares his thoughts on Anthropic’s new deal with cloud company Lambda. Lees meer
Ian Bremmer is the Founder and President of Eurasia Group. Jonathan Kanter is the former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.
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Why Bessent Tried To Rescue The Bond Market (And Failed)
1 september 2026 · 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 rogue and whether or not it raises larger concerns for the industry. Finally, Ed shares his thoughts on the recent SaaS rally and what he thinks we can learn from it. Lees meer
Robert Armstrong is the US financial commentator for the Financial Times and author of the Unhedged Newsletter. Deirdre Bosa is the founder of DB Live.
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Scott Galloway On Money, Happiness, And The Search For Enough
31 augustus 2026 · 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, and why he still has fears of going broke. He ends with advice on how to get through financial hardships. Lees meer
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Prof G Markets Is Taking A Break — You Should Too
17 augustus 2026 · 4 min
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! Lees meer
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The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman
14 augustus 2026 · 1 uur 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 various criticisms of the tax, and consider what its influence could be on the rest of the country. Lees meer
Gabriel Zucman is a Professor of economics at the Paris School of Economics, Summer Research Professor at the University of California, Berkeley, and founding Director of the International Tax Observatory. He is also the founding director of the PSE Stone center on Global Wealth Dynamics. Gabriel has authored three books, including his most recent work, We Need To Tax Billionaires.
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“AI Compute Futures” — Has Wall Street Gone Too Far?
13 augustus 2026 · 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 the consumer price index. Finally, Ed shares his thoughts on what the recent high profile departures from OpenAI mean for the markets. Lees meer
Rohan Goswami is a business reporter at Semafor and the co-host of Compound Interest. Mark Zandi is the chief economist at Moody’s Analytics.
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Inside Nvidia’s $500B AI Financing Loop
12 augustus 2026 · 32 min
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. Lees meer
Jay Goldberg is an analyst at Seaport Global Securities. Tim Farrar is the president of TMF Associates.
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Here's What The Jobs Report Isn’t Telling You
11 augustus 2026 · 33 min
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 audience a question: what is democratic socialism, really? Lees meer
Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast. Bradley Tusk is a venture capitalist, political strategist, and writer.
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Bulls vs. Bears: Who’s Right About This Market?
10 augustus 2026 · 1 uur 9 min
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. Lees meer
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Aswath Damodaran: Big Tech Has No Idea How AI Pays Off
7 augustus 2026 · 1 uur 7 min
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 valuation is justified. Lees meer
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Michael Burry Says This Is The Top — Is It?
6 augustus 2026 · 35 min
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. Lees meer
Steve Eisman is the Host of the Real Eisman Playbook. Ryan Petersen is the CEO and Founder of Flexport.
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