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Your Bills Are About to Go Up — The Fed Can’t Stop It
19 maart 2026 · 33 min
Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Lees meer
Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter.
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Nvidia Says $1T Is Coming — The Market Isn’t Buying It
18 maart 2026 · 32 min
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 by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. Lees meer
Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast.
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Why the Pentagon Is Hiring Wall Street Bankers
17 maart 2026 · 28 min
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 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. Lees meer
Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest.
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War With Iran Is Rewriting Global Markets
16 maart 2026 · 1 uur 3 min
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 flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next. Lees meer
Support from the show comes from Hostinger: http://hostinger.com/profg20
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You Think You're Diversified, AI Disagrees — ft. Torsten Slok
13 maart 2026 · 1 uur
Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now. Lees meer
Torsten Slok is Partner and Chief Economist at Apollo.
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What $4 Gas Would Do to the Economy
12 maart 2026 · 30 min
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 Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran. Lees meer
Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets.
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Pricing the Iran War's Future — Are Markets Right?
11 maart 2026 · 46 min
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, and where the economy could go from here. Lees meer
Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan.
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The Iran War’s Oil Shock — How Bad Could It Get?
10 maart 2026 · 31 min
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 discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran. Lees meer
Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.
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The Iran War Risk Markets Are Ignoring
9 maart 2026 · 58 min
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 also maps out the “what-if” scenarios Wall Street may be ignoring. Then they dive into Anthropic’s clash with the Pentagon and why Sam Altman might have botched the moment yet again. Lees meer
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Is Private Credit The Next 2008? — ft. Steve Eisman
6 maart 2026 · 1 uur 4 min
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 why the war with Iran isn’t changing his investment strategy, whether the U.S. deficit is truly an existential threat, and what “The Big Short” got right about his story. Lees meer
Steve Eisman is an investment analyst and portfolio manager with decades of experience in financial markets. He is best known for his pivotal role in predicting and profiting from the 2008 subprime mortgage crisis, chronicled in “The Big Short.”
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$500M Bet On The Iran Strike — Before It Happened
5 maart 2026 · 29 min
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 and why a new wave of defense tech startups are shaking up the defense sector with Dan Primack. Finally, Ed gives his take on why defense might become the next investing trend. Lees meer
Jonathan Cohen is the Policy Lead at the American Institute for Boys and Men and author of Losing Big: America’s Reckless Bet on Sports Gambling. Dan Primack is the business editor at Axios and author of the Pro Rata newsletter.
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Why The Iran War Could Reignite Inflation
4 maart 2026 · 28 min
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 investors and Americans are ignoring, and discuss whether there is anywhere to hide as a safe haven trade. Lees meer
Mark Zandi is the Chief Economist at Moody’s Analytics, Robert Armstrong is the U.S. financial commentator for the Financial Times, and Matthew Martin is Semafor's Saudi Arabia bureau chief.
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War With Iran: Why Oil Didn’t Spike As Expected
3 maart 2026 · 34 min
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 escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors. Lees meer
Matt Smith is an oil analyst at Kpler. Alex Heath is the author of The Sources newsletter and co-host of the Access podcast.
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What the AI Scare Gets Wrong
2 maart 2026 · 1 uur 21 min
Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real data to figure out how the country is actually doing. Finally, they break down who the winners and losers are now that Netflix has dropped out of the bidding war for Warner Brothers Discovery. Lees meer
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Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour
27 februari 2026 · 56 min
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 any different from gambling. They also explore how the company polices insider trading, the real-world use cases for these markets, and how Kalshi is navigating regulation. Lees meer
Tarek Mansour is the co-founder and chief executive officer of Kalshi. Tarek began his career as a quantitative trader at Goldman Sachs and as a global macro trader at Citadel. He went on to co-found Kalshi in 2018.
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Nvidia’s Blowout Can’t Calm AI Anxiety
26 februari 2026 · 34 min
Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Union address with Ian Bremmer, and shares his thoughts on what Trump left out of the speech. Lees meer
Gil Luria is the Head of Technology Research at D.A. Davidson. Ian Bremmer is the Founder and President of Eurasia Group.
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Why a Doomsday AI Blog Wiped Out $300 Billion
25 februari 2026 · 36 min
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 HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. Lees meer
Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.
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Billions in Tariff Refunds — Who Gets the Money?
24 februari 2026 · 33 min
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 Ryan Petersen. Then he shares his thoughts on what the legacy of the tariffs will be. Lees meer
Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Ryan Petersen is the CEO of supply chain management company Flexport.
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Why Big Tech Is Losing to Boring Stocks
23 februari 2026 · 1 uur 8 min
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. They also debate the latest wave of proposed wealth taxes and whether they can actually address inequality. Finally, they examine why AI is quickly becoming one of the defining political issues of the decade. Lees meer
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Supreme Court Strikes Down Trump’s Tariffs
20 februari 2026 · 21 min
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 it could signal about his next move. Lees meer
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Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
20 februari 2026 · 1 uur 10 min
Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software selloff. Plus, he breaks down whether he would prefer Anthropic or OpenAI in his portfolio. Lees meer
Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on Musings on Markets.
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China’s AI Is 20x Cheaper — And Catching Up
19 februari 2026 · 31 min
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 is considering switching to the Euro and what that means for the dollar with Robin Brooks, Senior Fellow at the Brookings Institution and former Chief FX Strategist at Goldman Sachs. Finally, Ed examines what the Pentagon’s war with Anthropic tells us about where we are in this AI moment. Lees meer
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Netflix Dares Paramount to Bid Higher
18 februari 2026 · 32 min
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 joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the news that the Pentagon is considering cutting its contract with Anthropic. Finally, Ed explains why it seems like everyone under 30 is now a founder. Lees meer
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Inflation Is About to Get Worse
17 februari 2026 · 34 min
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 by Liz Hoffman, business and finance editor at Semafor, to unpack why the DOJ’s top antitrust enforcer was fired. Finally, Ed makes the case that Amazon should disclose how much of Anthropic it really owns. Lees meer
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The World Is In a Doom Loop — ft. Eswar Prasad
13 februari 2026 · 1 uur 12 min
Ed Elson and Scott Galloway are joined by Eswar Prasad, Professor of trade policy and economics at Cornell University, former chief of the Financial Studies Division of the International Monetary Fund, and author of the new book, “The Doom Loop.” They unpack why he believes the global economic order is unraveling, when the U.S. deficit could become a full-blown crisis, and what’s really happening in the housing market. Plus, he explains what he thinks America needs to do to get back on track. Lees meer
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The Jobs Report Is Worse Than It Looks
12 februari 2026 · 35 min
Ed Elson breaks down the January jobs report with Kathryn Anne Edwards, Labor Economist and host of The Optimist Economy podcast. They discuss why 2025 was the worst “non-recession” year for hiring since 2003. Then, Ed is joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the latest AI models, as well as a viral blog post shaking up the AI conversation. Finally, Ed explains why AI policy is so important, and why it's currently lacking. Lees meer
Check out Alex’s interview with OpenAI's Fidji Simo
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Google Goes All-In on the AI Arms Race
11 februari 2026 · 29 min
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 upgraded Oracle’s stock. Then, Ed is joined by Doug O’Laughlin, President of Semianalysis, to examine why memory stocks are doing so well right now. Finally, Ed gives his take on why people have started to turn on AI. Lees meer
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Why Markets Can’t Price AI
10 februari 2026 · 32 min
Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he discusses what’s happened to Bitcoin over the past two weeks with Tom Lee, Chief Investment Officer of Fundstrat Capital. Finally, Ed shares his thoughts on what this latest chapter means for the story of Bitcoin. Lees meer
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Did Anthropic Just Kill Software?
9 februari 2026 · 1 uur 14 min
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 entertainment, from Disney’s next chapter to the Warner Bros. Discovery–Netflix hearing on Capitol Hill. Finally, they break down Anthropic’s Super Bowl ad and why it could mark a turning point for the company. Lees meer
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The American Affordability Crisis — ft. Neera Tanden
6 februari 2026 · 41 min
Ed Elson and Scott Galloway are joined by Neera Tanden, president and CEO of the Center for American Progress, to unpack affordability in America under the Trump administration. She also weighs in on healthcare policy, wealth taxes and soaring housing prices. Lees meer
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Google Doubles Down on Spending as AI Fear Returns
5 februari 2026 · 33 min
Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications of Google doubling its capital expenditures, and what the broader tech selloff says about markets right now. Ed then unpacks Eli Lilly and Novo Nordisk’s earnings with Jared Holz, Healthcare Equity Strategist at Mizuho. He also dives into the Netflix/WBD hearing on Capitol Hill with Rohan Goswami, Business Reporter at Semafor. And finally, Ed shares his thoughts on why software stocks are getting crushed right now. Lees meer
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SpaceX’s $1.25 Trillion AI Bet
4 februari 2026 · 33 min
Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They also discuss why trouble between Nvidia and OpenAI is bad news for Oracle. Finally, Ed explains what he thinks went wrong with Oracle’s public relations misstep. Lees meer
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Why Markets Aren’t Scared of Kevin Warsh
3 februari 2026 · 30 min
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, he breaks down why Disney’s stock fell after its earnings with Rich Greenfield, Partner and TMT Analyst at Lightshed Partners. Finally, Ed explains why he thinks gold is behaving like a memestock. Lees meer
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Big Tech’s AI Vibe Shift
2 februari 2026 · 1 uur 1 min
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 of the Federal reserve. Finally, they discuss which companies are poised to go public this year — and whether retail investors should try to get in. Lees meer
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Something Has Broken In The U.S. — ft. Katie Martin
30 januari 2026 · 1 uur 2 min
Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how investors are navigating another Trump TACO. She also weighs in on turbulence in the Japanese bond market, the state of the AI bubble, and where investors should be focusing their attention right now. Lees meer
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Fed Holds Rates — Inflation Back in Focus
29 januari 2026 · 40 min
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 down Meta and Microsoft’s earnings with Gil Luria, Head of Technology Research at DA Davidson. Finally, Ed lays out his investment thesis for his latest stock pick: Adobe. Lees meer
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EU Strikes Deal With India in Shift From U.S.
28 januari 2026 · 27 min
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, he’s joined by Michael Ha, Senior Research Analyst at Baird, to break down the healthcare stock selloff and why it matters for consumers. Finally, Ed shares his takeaways from a new essay on AI from Dario Amodei, CEO of Anthropic. Lees meer
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Gold Hits $5K — What’s the Market Afraid Of?
27 januari 2026 · 34 min
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 new milestone, and the frontrunner for the next Fed chair. Then, Ed is joined by Reed Albergotti, technology editor at Semafor, to discuss the terms of the finalized TikTok deal. Finally, Ed shares his take on how investors should really be thinking about gold. Lees meer
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Davos Dispatch: World Order on Edge
26 januari 2026 · 59 min
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 that stood out most, while Scott describes the mood among political leaders and CEOs. They also debate how they think Europe may respond to President Trump’s remarks. Lees meer
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David Solomon on AI, Debt, and America’s Future
23 januari 2026 · 58 min
Ed Elson and Scott Galloway are joined by David Solomon, Goldman Sachs’ chairman of the Board of Directors and chief executive officer, to discuss the path ahead for the firm and the broader economy. He also weighs in on deficit spending, the impact of AI on human capital, and whether deglobalization poses a meaningful risk to the economy. Lees meer
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Greenland Tariffs Are Off — Is There a Deal?
22 januari 2026 · 30 min
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 the country. Then William Chou, Senior Fellow at the Hudson Institute, joins the show to unpack Japan’s fiscal concerns. Finally, Ed shares his takeaways after President Trump rescinded his Greenland tariff threats at Davos. Lees meer
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Wall Street Sinks on Greenland Risk
21 januari 2026 · 35 min
Ed Elson speaks with Justin Wolfers, professor of public policy and economics at the University of Michigan, about how U.S. markets reacted to President Trump’s tariff threats after the long weekend. Then, Semafor business reporter Rohan Goswami joins the show to explain why Netflix shares fell after earnings and what’s next in the bidding war for Warner Bros. Discovery. Finally, Ed closes the episode with his take on Trump’s proposed affordability plans. Lees meer
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Europe Braces for Trump’s Greenland Tariffs
20 januari 2026 · 28 min
Ed Elson speaks with Robert Armstrong, U.S. financial commentator for the Financial Times and author of the Unhedged newsletter, about President Trump’s new tariffs on the EU and how markets responded. Then, Alex Kantrowitz, founder of the Big Technology newsletter and podcast, joins the show to break down why OpenAI is rolling out ads on ChatGPT, and what it signals about the evolving AI landscape. Finally, Ed wraps the show with his updated thoughts on ASML stock. Lees meer
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Why Trump’s War Week Didn’t Break Markets
19 januari 2026 · 1 uur 19 min
Scott Galloway and Ed Elson unpack President Trump’s investigation into Jerome Powell, with Scott explaining why he believes the goal is to sideline Powell entirely, not just remove him as Fed chair. Ed shares which part of the public’s support for Powell surprised him most. They then dig into the surge in metals in light of Trump’s moves on Venezuela, Greenland, and Iran. And finally, they break down the week’s biggest AI headlines and how they’re reshaping the power dynamics in the AI race. Lees meer
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Your Brain is the Worst Investor in the Room — ft. Scott Nations
16 januari 2026 · 52 min
Ed Elson is joined by Scott Nations, President of Nations Indexes and author of “The Anxious Investor”, to break down why human psychology often leads to poor investment decisions, and what you can do to counteract it. He also shares his views on the boom in options trading, explains whether or not he believes we’re in a bubble, and outlines what his number one risk is for 2026. Lees meer
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Why Big Banks Are Selling-Off
15 januari 2026 · 34 min
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 interest rate cap. Then, Semafor business reporter Rohan Goswami joins the show with the latest on the bidding war for Warner Bros. Discovery, including Netflix’s all-cash offer and Paramount’s proxy fight. Finally, Ed unpacks Delta’s earnings and what they reveal about the broader economy. Lees meer
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Trump’s 25% Iran Tariffs Explained
14 januari 2026 · 33 min
Ed Elson speaks with Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, about the economic situation in Iran and what Trump’s new tariff on its business partners means for the country. Then Mark Zandi, Chief Economist at Moody’s Analytics, joins the show to discuss inflation data from December and why the numbers are not exactly accurate. Lees meer
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The DOJ Comes for Jerome Powell
13 januari 2026 · 37 min
Ed Elson breaks down the Justice Department’s investigation of Fed Chair Jerome Powell with Liz Hoffman, Semafor’s business and finance editor, and Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan. They discuss how markets reacted and what the escalation of conflict signals for the country. Lees meer
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Is Imperialism Good for Your Portfolio?
12 januari 2026 · 1 uur 18 min
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year and examine the effects of deregulation under the Trump administration. Robert explains why he thinks consolidation in banking could be potentially beneficial. Finally, they go over Robert’s predictions for the rest of the year. Lees meer
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Why the AI Bubble Hasn’t Popped — ft. Josh Brown
9 januari 2026 · 48 min
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 ahead. Josh also shares what he thinks will move markets in 2026, why he believes earnings growth will hold up, and why young investors should actually welcome a market correction. Lees meer
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