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436 afleveringen, van nieuw naar oud
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China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market
15 oktober 2025 · 34 min
Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and China. Then, Telis Demos, writer and co-host of the Wall Street Journal’s “Take on the Week” podcast, joins the show to help break down earnings from JP Morgan, Goldman, Citi, and Wells Fargo. Lees meer
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Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
14 oktober 2025 · 35 min
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously. Lees meer
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The AI Bubble Is Real — Here’s How to Prepare for the Pop
13 oktober 2025 · 1 uur 15 min
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes down to one factor: the freedom to fire. Lees meer
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How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards
10 oktober 2025 · 1 uur 13 min
Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation about what happens to a $30 trillion economy when data goes dark. She also shares her take on alternative recession indicators, youth unemployment, the rise of the “trad wife” trend, and how ICE raids will reshape the labor force. Lees meer
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xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs
9 oktober 2025 · 29 min
Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t phased the markets. Then, Ed is joined by Alice Han, host of China Decode and Director at Greenmantle, to break down what’s driving the rally in Chinese tech. Lees meer
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Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years
8 oktober 2025 · 30 min
Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to Japan’s likely new prime minister and the outlook for U.S.-Japan relations. Then, Ed and Scott break down the massive surge in emerging markets this year and what the rally means for investors. Lees meer
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AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
7 oktober 2025 · 39 min
Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in on some updates from OpenAI’s DevDay 2025. Then, he and Scott dive into Paramount’s $150 million acquisition of The Free Press and what Bari Weiss’s new role as Editor-in-Chief could mean for the future of CBS News. Lees meer
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The Great Sloppification of OpenAI
6 oktober 2025 · 1 uur 8 min
Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exploring why deal sizes are exploding and smaller companies are being left behind. Finally, they cover Charlie Javice’s sentencing and tackle the fine line between storytelling and fraud. Lees meer
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What Happens if the Fed is Compromised — ft. Claudia Sahm
3 oktober 2025 · 44 min
Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s independence. Claudia weighs in on the health of the U.S. economy, the growing concentration in the stock market, and where she sees recession risks right now. Lees meer
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EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs
2 oktober 2025 · 35 min
Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for the auto industry. He then turns to the Trump administration’s new website for buying prescription drugs directly from manufacturers, and explains why it may fall short of solving America’s high drug price problem. Courtney Breen, senior analyst at Bernstein Research, also joins Producer Claire Miller to break down who the real winners of TrumpRx will be. Lees meer
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The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025
1 oktober 2025 · 25 min
Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives into Fermi America, a new company going public, and explains why he thinks it may be the year’s worst IPO. Lees meer
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EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward
30 september 2025 · 45 min
Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also joins producer Claire Miller to break down why Saudi Arabia’s public investment fund is so interested in the company. Then, Ed and Scott dive into the pricing of the TikTok deal and explain why it appears to be illegal. Finally, Ed is joined by Mark Zandi, Chief Economist at Moody’s Analytics, to break down the latest revision to second-quarter GDP and what’s really fueling economic growth. Lees meer
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How The AI Economy Could Collapse
29 september 2025 · 55 min
Scott and Ed break down a wave of AI spending news. They also discuss the circular deal theory emerging in AI and why it concerns them from an antitrust perspective. Then they unpack data that demonstrates how lower income Americans are doing and examine why some of the traditional economic data has been distorted by inequality. Lees meer
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AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban
26 september 2025 · 1 uur 6 min
Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his take on what happened with Jimmy Kimmel, his thoughts on the TikTok deal, and how he believes AI will ultimately impact employment. He also explains why he thinks social media should be age-gated — and why, despite the concerns, AI could end up helping Hollywood rather than hurting it. Lees meer
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What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading
25 september 2025 · 23 min
Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. Then he breaks down the boom in perpetual futures trading and explains why the popular strategy is gambling, not investing. Lees meer
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$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation
24 september 2025 · 28 min
Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes the Oura Ring and dives into why it has become a standout player in the wearable tech industry. Lees meer
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What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge
23 september 2025 · 37 min
Ed is joined by Peter Harrell of the Carnegie Endowment for International Peace to unpack the economic impact of Trump’s proposed entry fee for the H-1B visa program. Then, Dan Primack, business editor at Axios, joins the show to break down the latest developments on the TikTok deal, including who will control the algorithm and what the Murdochs’ involvement will be. Ed then breaks down what the updates reveal about who really controls the media. Lees meer
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TikTok, Warner Bros, and the Rise of the Ellison Empire
22 september 2025 · 57 min
Scott and Ed break down a huge week for the Ellisons and discuss what their pursuit of TikTok and Warner Bros. Discovery could mean for the future of media. Then they unpack fresh data on how people are using AI, identifying winners and losers in the space based on where the most value is being captured today. Lees meer
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Why Britain’s Economy Is Broken — ft. Jagjit Chadha
19 september 2025 · 52 min
Ed is joined by Jagjit Chadha, Professor of Economics in the Faculty of Economics at the University of Cambridge, to discuss the major economic challenges facing the U.K. Professor Chadha also shares his insights on Brexit’s long economic shadow, how immigration has impacted the country, and where the U.S.-U.K. relationship stands today in light of President Trump’s state visit. Lees meer
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Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal
18 september 2025 · 36 min
Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep TikTok in the U.S. and question who really comes out on top. Lees meer
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Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed
17 september 2025 · 25 min
Ed breaks down the latest data on rising retail sales with Mark Zandi, chief economist at Moody’s Analytics. They dig into who’s really driving the increased spending, and what that means for the broader economy. Mark also offers a prediction for the Fed’s interest rate decision. Then Ed unpacks Stephen Miran’s background following his confirmation as a Federal Reserve governor. Lees meer
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U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform
16 september 2025 · 38 min
Ed breaks down the latest news that the U.S. and China have reached a framework of a deal to prevent a TikTok ban. He’s then joined by Rich Greenfield, co-founder and media/tech analyst at LightShed Partners, to discuss why David Ellison’s Paramount Skydance is reportedly preparing a bid for Warner Bros. Discovery. Finally, Ed and Scott dive into Robinhood’s new social platform, which lets users share and follow trades. Lees meer
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The Fed’s September Dilemma: Is it Really Time to Cut Rates?
15 september 2025 · 1 uur 10 min
Scott and Ed unpack what August’s inflation numbers mean for the Fed’s next move. Then, they dig into why companies are holding back from going public and whether eliminating quarterly earnings reports could change that. Finally, they turn to the spike in youth unemployment around the globe. Lees meer
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Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers
12 september 2025 · 1 uur 6 min
Ed and Scott are joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, who returns to the show to discuss his outlook for the economy and the chances we’ll see a recession. He also shares his insights on the possibility that we’ll see stagflation, whether AI will cause an economic boom for the masses or the few, and what he thinks Trump’s economic legacy will be. Lees meer
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Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing
11 september 2025 · 37 min
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Oracle’s earnings and the market’s tremendous reaction. Then, Ed and Scott explore why Wall Street was not impressed with Apple’s latest product lineup. Finally, Ed takes a look at the decision from a Federal judge that President Trump cannot fire Lisa Cook for now. Lees meer
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Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever
10 september 2025 · 32 min
Ed is joined by Alice Han, China economist and director at Greenmantle, to break down what’s been happening with China in the past week. Then, Ed dives into why the jobs market may be even weaker than we thought and why the reporting from the Bureau of Labor Statistics has gotten worse. Lees meer
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Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package
9 september 2025 · 40 min
Ed and Scott unpack the recent tech dinner President Trump hosted at the White House. Then Ed is joined by Kathryn Anne Edwards, economist, economic policy consultant, and the host of The Optimist Economy podcast, to break down the August jobs report and what it means for the economy. And finally, Ed dives into the new $1 trillion pay package that Tesla has proposed for Elon Musk. Lees meer
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Navigating The Most Top-Heavy S&P 500 in History
8 september 2025 · 1 uur 8 min
Scott and Ed break down what the deepening alliance between China, Russia, and India means for investors. They then examine the growing concentration of the S&P 500 and why the market looks more fragile than ever. Finally, they dissect the Trump family’s latest crypto play and try to tally up just how much the Trumps have made across their crypto ventures. Lees meer
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How America Goes Broke — ft. Ray Dalio
5 september 2025 · 1 uur 7 min
Ed and Scott are joined by Ray Dalio, global macro investor, founder of Bridgewater Associates, and New York Times bestselling author, who returns to the show to discuss how countries go broke and how far along America is in that cycle. He shares his insights on tax policy, what he thinks is the biggest threat to America’s dominance, and how things will play out with the deficit if we do nothing. Lees meer
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Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation
4 september 2025 · 39 min
Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google monopoly case. Then Ed and Scott unpack how Africa became one China’s top trade destinations. And finally, Ed dives into Anthropic’s latest funding round that values the company at $183 billion. Lees meer
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Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem
3 september 2025 · 33 min
Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kraft Heinz decided to break up. And finally, Ed dives into why the distributor of your favorite beer is slowing down. Lees meer
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Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
2 september 2025 · 27 min
Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winners and losers from an executive order shutting down the de minimis loophole. Lees meer
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Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi
29 augustus 2025 · 1 uur
Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the economy is actually doing. He shares his insights on what is causing heightened recession risk, how tariffs will impact inflation, and a potential September rate cut. Plus, he gives his main concerns for America right now and shares what he thinks might trigger a bond market meltdown. Lees meer
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Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?
28 augustus 2025 · 36 min
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following the report. Then Ed takes a look at the new punitive tariffs Trump is imposing on India, and finally, he unpacks California’s new tax credits and whether they will help bring production back to Los Angeles. Lees meer
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Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI
27 augustus 2025 · 37 min
Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, to discuss Trump’s attempted firing of Federal Reserve Governor Lisa Cook. Then he takes a look at what a weight loss pill from Eli Lilly could do for the GLP-1 market, and finally, he shares Prof G Media’s guide to staying highly employable in the age of AI. Lees meer
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U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
26 augustus 2025 · 36 min
Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to become Intel’s largest shareholder. Then, Ed breaks down the key takeaways from Fed Chair Jerome Powell’s Jackson Hole speech. And finally, he dives into the latest annual report from OnlyFans, and the dark side of its growth. Lees meer
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AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
25 augustus 2025 · 1 uur 1 min
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then he and Ed break down the significance of private funds entering 401Ks and evaluate the viability of alternative assets in retirement portfolios. Finally, Josh offers a prediction for the Fed’s path forward following Jackson Hole. Lees meer
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Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
8 augustus 2025 · 1 uur 5 min
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damodaran also shares his insights on AI hype, Google’s valuation, and why chasing “the next Amazon” is a losing game. Plus, he gives his blunt take on Bitcoin-holding companies, the broken IPO pipeline, and how private markets are rewriting the rules for capital, liquidity, and access. Note: Prof G Markets will be on summer break until August 25th. Lees meer
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OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
7 augustus 2025 · 37 min
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. Lees meer
A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th.
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Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
6 augustus 2025 · 33 min
Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareholders have filed a class action suit against the company and Elon Musk. Finally, he is joined by Patrick Moorhead, Founder, CEO and Chief Analyst of Moor Insights and Strategy, to break down chipmaker AMD's second quarter earnings. Lees meer
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Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again
5 augustus 2025 · 30 min
Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware, returns to the show to explain why Tesla’s board approved a proposed $29 billion pay package for Elon Musk. Finally, Ed takes a look at what drove American Eagle’s stock up yesterday, and Kyla Scanlon joins the show to share what the saga reveals about markets today. Lees meer
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Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
4 augustus 2025 · 1 uur 9 min
Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the market is reacting to capex spending and what that tells us about investor sentiment. Then they turn to the latest tariff blitz. Ed unpacks why many of the so-called “trade deals” aren’t really deals, and Scott explains why tech seems shielded from the fallout while traditional American companies are feeling the pain. Finally, they dive into the robotaxi wars, debating whether companies should go vertical and which player is best positioned to dominate. Lees meer
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The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
1 augustus 2025 · 1 uur 2 min
Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks down how markets are responding to tariffs, where he thinks interest rates and inflation are headed, and the key investment themes he's watching for the rest of the year. Lees meer
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Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT
31 juli 2025 · 31 min
Ed and Scott share their predictions for Figma’s highly anticipated IPO. Then Ed breaks down why the Federal Reserve decided to hold interest rates steady and unpacks the price tag on the AI licensing deal between the New York Times and Amazon. Lees meer
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Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter
30 juli 2025 · 26 min
Ed breaks down why Novo Nordisk’s shares plunged after an investor call, explains how tariffs have started to show up in Procter & Gamble’s earnings and unpacks why SoFi has been growing so rapidly. Lees meer
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Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation
29 juli 2025 · 30 min
Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall Street analysts have started upgrading Nike’s stock. Finally, he unpacks Anthropic’s latest funding round and points out who might be backing the AI startup. Lees meer
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Meme Stocks are Back — What’s Fueling the Resurgence?
28 juli 2025 · 1 uur 1 min
Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in store for U.S. companies. Then, they dig into OpenAI and Oracle’s latest partnership. Ed explains why he has been bullish on Oracle for a while and Scott makes the case that Larry Ellison is one of the more underrated figures in tech. Finally, they look into the comeback of meme stocks, what it reveals about the economy, and why young investors could be left holding the bag. Lees meer
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Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson
25 juli 2025 · 52 min
Stuart Simpson, CEO of Vertical Aerospace, joins the show to break down the competitive landscape of the eVTOL market and where Vertical Aerospace sits in that landscape. He explains what a fully adoptive world of eVTOLs looks like, explains why aviation has historically been a tough sector for investors, and shares his vision for the future of transportation. Finally, Scott and Ed discuss why Scott decided to invest in the company. Lees meer
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Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)
24 juli 2025 · 33 min
Ed and Scott break down the new U.S.-Japan trade agreement and what Wall Street’s reaction tells us about who really came out on top. Then, Ed digs into what’s pushing U.S. home prices to record highs. Finally, Ed and Scott Devitt, Managing Director of Equity Research at Wedbush Securities, break down the key takeaways from Google’s second-quarter earnings. Lees meer
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Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift
23 juli 2025 · 22 min
Ed unpacks why Philip Morris’ stock stumbled after its second-quarter report, what Coca-Cola’s results reveal about the state of the junk food industry, and why Bari Weiss’ media startup, The Free Press, is considering a deal with Paramount. Lees meer
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