Prof G Markets

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 stabi...

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 epis...

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 takeaway...

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 pr...

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

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 be...

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...

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. Check out our l...

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.   Subscribe...

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 f...

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 gover...

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. Chec...

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...

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. Subscribe to the Prof G Marke...

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. Subscribe to Bradley’s Substack Subscribe to the Prof G Markets newsletter  Order "Notes on Being a Man," out now Note: W...

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.   Sign up for Liz Hoffman’s newsletter Check out our latest Prof G Mark...

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. Listen to Raging Moderates Check o...

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...

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. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to...

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 offe...

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 valua...

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. Check out our l...

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.  Check out our latest Prof...

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. Subscribe to th...

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. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to...