Prof G Markets

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. Check out our latest Prof G Markets newsletter Order "The Alg...

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.  Check out our lat...

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 s...

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.   Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now Subscribe to No Mercy...

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...

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

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.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No...

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.  Check out our l...

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. Subscribe to the Prof G Markets newslette...

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....

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.  Check out our latest Prof G Markets newsletter Order "Th...

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.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Ma...

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. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instag...

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...

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

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 ag...

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. Check out our latest Prof G M...

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 fo...

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, a...

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.  A not...

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.  Check out our late...

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...

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 fa...

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. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out no...

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.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram...