Prof G Markets

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. Check out our late...

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...

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.  Check out our latest P...

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.   Check out our latest Prof G Markets newsletter Follow Prof G Markets...

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 ban...

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. Check out our latest Prof G Markets newsletter Follow Prof G Markets...

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.  Check out our latest Prof G Markets newsletter...

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.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Subst...

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.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram...

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." Subscribe to the Prof G Markets newsletter  Order "Notes on Being a Man," out now Subscribe to No Mercy / No Malice Follow the p...

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 i...

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. Check out our latest Prof G Marke...

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 2...

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 b...

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.  C...

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. Subscribe to the Prof G Markets newsletter  Order "Notes...

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.  Visit fundstrat.com/tom for complimentary access to Tom Lee's Fundstrat resear...

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. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Inst...

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...

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...

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. Subscribe to the Prof G Markets...

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.  Check out our latest Prof G Markets newsletter Follow P...

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. Check out our latest Prof G Markets newsletter Follow Prof G...

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. Check out our latest Pro...

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. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Ins...