Alle afleveringen
436 afleveringen, van nieuw naar oud
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Why Trump Wants Greenland
8 januari 2026 · 22 min
Ed Elson speaks with Gracelin Baskaran, director of the Critical Minerals Security Program at the Center for Strategic and International Studies, about what makes Greenland’s mineral resources so valuable to the United States. Then Ed breaks down the response to California’s new proposed tax on billionaires and explains why he thinks it may not work. Lees meer
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Can a GLP-1 Pill Revive Novo Nordisk?
7 januari 2026 · 31 min
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, Healthcare Equity Strategist at Mizuho, joins the show to discuss what Novo Nordisk’s new Wegovy pill means for the healthcare industry. Lees meer
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What Venezuela’s Regime Change Means for Oil
6 januari 2026 · 37 min
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 founder and president, Bob McNally, joins the show to discuss what President Maduro’s ouster means for the oil markets. Lees meer
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Scott Galloway’s Predictions for 2026
5 januari 2026 · 57 min
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 for AI. And for the first time ever, Scott ventures into uncharted territory with his prediction for the "vice of the year." Lees meer
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Ask Me Anything — Figma, Dirty Jokes, Running for Office & More
22 december 2025 · 59 min
Scott Galloway, Ed Elson and Claire Miller answer listener questions about everything from Scott’s investment in a professional soccer team, Ed’s advice for analyzing stocks, and how Claire really feels about Scott’s dirty jokes. They also address Scott’s cooking abilities, give their updated thoughts on Figma since the IPO, and reveal what they splurge on. Plus, Scott divulges whether or not he is planning to run for office. Lees meer
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The Biggest Disruption Is Yet to Come — ft. Justin Wolfers
19 december 2025 · 1 uur 12 min
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 key economic lessons of 2025 and what lies ahead. He also shares his views on how AI is reshaping employment, where inflation could head in 2026, and what themes he believes will define the economy in the year to come. Lees meer
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Warner Bros. Rejects Paramount’s Hostile Bid
18 december 2025 · 33 min
Ed Elson unpacks the news that Warner Bros. Discovery’s board is encouraging shareholders to reject the Paramount bid with Rohan Goswami, Business Reporter at Semafor. Then Alice Han, Host of the China Decode Podcast and China economist at Greenmantle, joins to discuss the top issues for China in 2025 and the year ahead. Finally, Ed shares his reflections on the year and what he’s focused on for 2026. Lees meer
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Unemployment Climbs to a Four-Year High
17 december 2025 · 36 min
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 of the Optimist Economy Podcast. Then Jon McNeill, CEO and Co-Founder at DVx Ventures, joins to discuss new developments at Tesla and Ford, and what they signal for the future of the EV space. Finally, Ed digs into new data showing TikTok Shop might be the next big retail platform. Lees meer
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Why Oracle is Crashing Right Now
16 december 2025 · 27 min
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 Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO. Lees meer
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What’s the Right Investment Strategy for 2026?
15 december 2025 · 1 uur 6 min
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 investment strategies for the year ahead. They then turn to the escalating battle for Warner Bros. Discovery, explaining why the showdown between Paramount and Netflix may just be getting started. Lees meer
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The Bull Case for 2026 — ft. Tom Lee
12 december 2025 · 1 uur 10 min
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 he’s so bullish on 2026. He also shares his outlook on Bitcoin, explains how his company is leveraging AI, and highlights the sectors he thinks are currently undervalued. Lees meer
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What the Fed’s Third Rate Cut Means for 2026
11 december 2025 · 30 min
Ed Elson discusses the Federal Reserve’s third interest rate cut with Mark Zandi, Chief Economist at Moody’s Analytics, unpacking what’s in store for the economy. Then, Scott Galloway shares his perspective on the SpaceX IPO. Finally, Ed highlights why MacKenzie Scott’s latest philanthropic efforts deserve more attention. Lees meer
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Did the U.S. Just Hand its AI Edge to China?
10 december 2025 · 32 min
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 Emerging Technologies at the Council on Foreign Relations. Then, Alex Heath, author of the Sources newsletter and co-host of the Access podcast, joins to explore Google’s new smart glasses and their implications for the wearables market. Finally, Ed breaks down what a new report on OnlyFans reveals about the loneliness problem in America. Lees meer
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Paramount Goes Hostile With $108B Bid for Warner Bros.
9 december 2025 · 35 min
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 and what it means for the U.S. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins to analyze Paramount’s hostile bid for Warner Bros. Discovery and how it stacks up against Netflix’s deal from an antitrust perspective. Lees meer
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Netflix Wins the Warner Bros. Bidding War
8 december 2025 · 1 uur 15 min
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 to the potential Anthropic IPO, examining how the AI narrative has evolved over the past year. Finally, they discuss the Trump Account Program and what America should be doing to better support kids before they turn 18. Lees meer
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The Economic Risks Keeping Paul Krugman Up at Night
5 december 2025 · 52 min
Ed Elson and Scott Galloway are joined by Paul Krugman, Nobel Prize winning economist, and distinguished professor of economics at the graduate center of CUNY, to break down what concerns him the most about this year’s economy. He weighs in on the affordability crisis, how the White House is handling AI policy, and where the media is headed. Lees meer
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401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner
4 december 2025 · 32 min
Ed Elson is joined by Patrick Moorhead, CEO and Chief Analyst of Moor Insights & Strategy, to break down Amazon’s new Tranium3 chip and what it means for the escalating AI chip race. Then Brad Gerstner, founder, chairman, and CEO of Altimeter Capital, joins the show to discuss how he helped bring the new “Trump account” program to life. Lees meer
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OpenAI Declares Code Red as Google Gains Ground
3 december 2025 · 36 min
Ed Elson is joined by Alex Kantrowitz, host of the Big Technology podcast, to unpack why OpenAI has declared a “code red,” and what that signals for the broader AI race. Then Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, comes on to discuss his viral essay arguing that the real poverty line in the U.S. for a family of four is $140,000. Lees meer
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How Silicon Valley Infiltrated the White House
2 december 2025 · 30 min
Ed Elson is joined by Liz Hoffman, Semafor’s business and finance editor, to break down the New York Times investigation into David Sacks. Then Robert Sockin, Citi’s Global Economist, returns to the show to analyze Black Friday sales and what’s really behind the surge. Lees meer
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Money & Masculinity: Scott Galloway & Ed Elson on What Defines a Man
1 december 2025 · 1 uur 20 min
In this special episode of Prof G Markets, Scott Galloway and Ed Elson unpack the complicated relationship between money and modern masculinity — from dating dynamics and economic anxiety to the rise of incel culture and the pressures men face to “provide.” Scott responds to viral critiques of his message, reflects on his own upbringing and addictions around money, and explores how financial stability, character, and emotional contribution all shape what it means to be a man today. Lees meer
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Google vs. Nvidia: Is the AI Chip King Finally Under Threat?
26 november 2025 · 33 min
Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for crypto heading into 2026. Finally, Ed closes the episode with a message on gratitude. Lees meer
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Nasdaq Posts Best Day Since May as Fear & Greed Collide
25 november 2025 · 35 min
Ed Elson is joined by Robert Armstrong, U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. Then Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast, returns to the show to dig into the September jobs report and what it tells us about the state of the labor market. And finally, Ed shares his takeaways from the disbanding of the Department of Government Efficiency. Lees meer
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Even Nvidia Can’t Rescue the Market From the Fear Cycle
24 november 2025 · 1 uur 18 min
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies. Finally, they discuss whether college remains a sound investment, and what new graduates can do to improve their job prospects. Lees meer
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JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest
21 november 2025 · 1 uur 9 min
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks for 2026. Lees meer
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Nvidia Earnings Brush Off AI Bubble Fears — For Now
20 november 2025 · 35 min
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And finally, Ed shares his takeaways from the meeting between President Trump and Saudi Arabia’s Crown Prince. Lees meer
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How Big Tech’s Debt Machine Is Powering the AI Boom
19 november 2025 · 32 min
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom. Lees meer
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Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens
18 november 2025 · 29 min
Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs into why Berkshire Hathaway just snapped up roughly $5 billion worth of Google shares. Lees meer
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The Whole Market Looks Expensive — Is it Time to De-Risk?
17 november 2025 · 1 uur 9 min
Scott Galloway and Ed Elson break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. Finally, they dig into why the housing crisis is getting worse and whether or not the 50 year mortgage will help the problem. Lees meer
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Aswath Damodaran Says There’s No Place to Hide in Stocks
14 november 2025 · 1 uur 9 min
Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business, to unpack his growing concerns about the markets and how investors should position themselves. He also weighs in on our big tech stock pick of 2026 and offers practical advice for young people feeling anxious about their financial future. Lees meer
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Government Shutdown Ends — But the Damage Doesn’t
13 november 2025 · 34 min
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finally, Ed speaks with Robert Sockin, Senior Global Economist at Citi to explain what the end to the government shutdown really means for the economy. Lees meer
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Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why
12 november 2025 · 31 min
Ed Elson sits down with Justin Wolfers, Professor of Economics and Public Policy at the University of Michigan, to unpack President Trump’s proposed $2,000 tariff dividend. Then, Alex Heath, author of The Verge’s Sources newsletter and co-host of the Decoder podcast, joins the show to break down the growing rivalry between Anthropic and OpenAI, and their sharply different business strategies. Lees meer
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Inside Elon Musk’s $1 Trillion Tesla Payday — And Why It’s a Governance Nightmare
11 november 2025 · 32 min
Ed Elson is joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to break down how investors reacted to Paramount’s first earnings since David Ellison’s takeover. Then, Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware joins the show to unpack Elon Musk’s $1 trillion pay package. Finally, Ed takes a look at Warren Buffett’s final letter to the shareholders of Berkshire Hathaway. Lees meer
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Red Flags at OpenAI — How One Company Could Burst the AI Bubble
10 november 2025 · 1 uur 5 min
Scott Galloway and Ed Elson dissect red flags at OpenAI and debate whether problems at the company could burst the AI bubble. Then, they turn to the Supreme Court’s high-stakes tariff case and discuss an arbitrage opportunity in the middle of it. Finally, they dig into the surge in prediction markets and why the Trump administration has steered clear of cracking down. Lees meer
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Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk
7 november 2025 · 59 min
Ed Elson and Scott Galloway are joined by Bradley Tusk, venture capitalist, political strategist, and writer, to break down the economics of Zohran Mamdani’s policies. Bradley also shares his thoughts on the Mayor-elect means for New York and the future of the Democratic party. Lees meer
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Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet
6 november 2025 · 30 min
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman, business and finance editor at Semafor, joins the show to break down how Wall Street is responding to the NYC mayoral election results. Lees meer
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Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality
5 november 2025 · 34 min
Ed Elson is joined by Harley Finkelstein, President of Shopify, to break down the company’s third quarter earnings. Then, Jessica Tarlov, host of the Raging Moderates podcast, joins the show to discuss the economic toll of the longest government shutdown in history. Finally, Ed unpacks what NYC’s mayoral election says about where the city, and country, is headed. Lees meer
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Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock
4 november 2025 · 32 min
Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business editor at Axios and the author of the daily Pro Rata newsletter, returns to the show to discuss Kimberly-Clark’s $48 billion acquisition of Kenvue. Finally, Ed unpacks Amazon’s massive new deal with OpenAI and what it means for the company’s AI ambitions. Lees meer
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AI is Taking Jobs — Here’s How to Stay Indispensable
3 november 2025 · 1 uur 9 min
Scott Galloway and Ed Elson break down Big Tech’s latest earnings and discuss which companies might be over or undervalued. They also examine how AI is reshaping the job market, and how workers should plan accordingly. Finally, they unpack the recent trade meeting between President Trump and Xi Jinping. Lees meer
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Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin
31 oktober 2025 · 1 uur 6 min
Ed Elson and Scott Galloway are joined by Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, to discuss his new book, “1929,” and the striking parallels between the great crash and today’s markets environment. He delves into the lessons we can learn from past financial crises, shares his insights on the upcoming New York mayoral race, and offers expert tips on the art of compelling storytelling. Lees meer
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Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
30 oktober 2025 · 29 min
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. Then, Gil Luria, Head of Technology Research at D.A. Davidson, returns to the show to discuss Nvidia’s $5 trillion valuation milestone and what’s next for the company. Lees meer
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What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO
29 oktober 2025 · 28 min
Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its new for-profit arm. Then he and Scott Galloway dive into Amazon’s largest layoff in company history and what it signals about the stock. Finally, Ed explains why—even after hitting a $4 trillion valuation—he’s still not bullish on Apple. Lees meer
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How Milei’s Surprise Win in Argentina Defied the Market
28 oktober 2025 · 33 min
Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the election in Argentina. Then Robert Armstrong, US financial commentator for the Financial Times and author of the Unhedged newsletter, returns to the show to unpack what the latest CPI report says about the state of the economy. Lees meer
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How China’s AI Efficiency Could Gut the U.S. Economy
27 oktober 2025 · 1 uur 16 min
Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and consider how to invest in the space. Finally, they break down reports that Warner Bros. Discovery might be up for sale and debate whether there are really multiple bidders for the company. Lees meer
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Are We Building AI for Progress or Power? — ft. Daron Acemoglu
24 oktober 2025 · 56 min
Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, shares his biggest concerns about America’s future, and offers advice for the next generation of scholars. Lees meer
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Tesla Profits Plunge 37% Despite Record Sales — Here’s Why
23 oktober 2025 · 27 min
Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood News, returns to the show to unpack how Beyond Meat joined the meme stock craze. Lees meer
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Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer
22 oktober 2025 · 28 min
Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google. Lees meer
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Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars
21 oktober 2025 · 31 min
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberation Day. Lees meer
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AI is Running Up America’s Energy Costs — Who’s Footing the Bill?
20 oktober 2025 · 1 uur 7 min
Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health concerns and consider who’s really responsible for fixing the problem. Finally, they look at two fast-rising challengers to SpaceX and the new investment opportunities emerging in the space race. Lees meer
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Why AI Needs Antitrust Intervention — ft. Jonathan Kanter
17 oktober 2025 · 1 uur 3 min
Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enforcement is more critical than ever. He also weighs in on the Ticketmaster lawsuit, the rising backlash against capitalism, and why the energy sector is one to watch. Lees meer
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Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever
16 oktober 2025 · 33 min
Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcasts. Finally, Ed dives into a $40 billion deal to buy one of the world’s biggest data center operators. Lees meer
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