Prof G Markets

307 Episodes

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Wall Street Is Thriving on Chaos — Will It Last?

2026-04-1634:03

Ed Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Amazon’s acquisition of Starlink competitor Globalstar with Tim Farrar. Finally, Ed gives his take on Allbirds’ rebrand as an AI company. Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates. Get your tickets to the Prof G Markets tour Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Violent Backlash: What the Sam Altman Attacks Signal for AI

2026-04-1535:281

Following the violent attacks on Sam Altman, Bradley Tusk and Brian Merchant join Ed Elson to break down why AI is facing growing resistance. They explore the future of AI regulation, how politicians should position themselves in the debate, and whether rising tensions could lead to more disruption or violence. Bradley Tusk is the founder and CEO of Tusk Ventures. Brian Merchant is a tech journalist and author of the Blood in the Machine Substack. Subscribe to the Prof G Markets Youtube Channel Check out Bradley’s latest piece on AI regulation Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Oil Blockade Isn’t Spooking Markets — Yet

2026-04-1438:151

Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement. Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Don't Try to Beat This Market — Here's What to Do Instead

2026-04-1357:581

Subscribe to the Prof G Markets Youtube Channel Ed Elson and Josh Brown unpack how markets have responded to developments in Iran and explain why regular investors are in a better position to ride out the volatility than they think. They then explore Josh’s recent move into software stocks, highlighting opportunities in the sector. They also discuss why the Magnificent 7 is struggling while HALO stocks are gaining momentum right now, and take a look at the upcoming IPOs from SpaceX, Anthropic, and OpenAI. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The “Ceasefire” Won’t Save The Economy — ft. Mark Zandi

2026-04-1050:10

Ed Elson is joined by Mark Zandi to break down what the tenuous ceasefire in Iran means for the U.S. economy and investors. They discuss his forecast for inflation, what the Federal Reserve is likely to do next, and the probability of a recession. Mark Zandi is the chief economist of Moody’s, a leading provider of economic research, data and analytical tools. He also hosts the Inside Economics podcast. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Markets Are Betting the Iran War Is Over — Is it?

2026-04-0935:261

Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Trump Threatened to End Iranian Civilization — What Comes Next?

2026-04-0845:25

Ed Elson and Ian Bremmer break down Donald Trump’s latest threats toward Iran and what they mean for the state of geopolitics and global markets. Then, Ronan Farrow joins the show to discuss the findings from his 18-month investigation into OpenAI CEO Sam Altman. Finally, Ed shares his thoughts on Trump's escalating rhetoric on Iran. Ian Bremer is the President and founder of Eurasia Group. Ronan Farrow is an investigative reporter and a contributing writer for The New Yorker. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Iran Deadline Looms for an Economy on the Edge

2026-04-0743:38

Ed Elson and Justin Wolfers break down the state of the U.S. economy, including the latest jobs report and how the Iran war is shaping the economic outlook. Then, Paul Kedrosky joins the show to unpack OpenAI and Anthropic’s financials, and where their AI IPO race stands. Finally, Ed shares what OpenAI’s acquisition of TBPN reveals about the future of media. Justin Wolfers is a professor of public policy and economics at the University of Michigan. Paul Kedrosky is a Managing Partner at SK Ventures. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

How to Invest When Nothing Makes Sense

2026-04-0601:17:511

Subscribe to the Prof G Markets Youtube Channel Scott Galloway and Ed Elson break down the biggest unanswered questions in the stock market, from Iran and AI to risks in private credit, and what they mean for investors. They then dive into the SpaceX IPO, with Scott offering his prediction for where the stock could land by year-end. Finally, they unpack what went wrong at Nike and Allbirds, and what Nike needs to do to turn its business around. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

First Time Founders: How Partiful Is Fixing the Loneliness Crisis

2026-04-0456:221

Ed Elson speaks with Shreya Murthy, CEO and co-founder of Partiful. They discuss how the company survived the pandemic, why pushing boundaries has been important for its growth, and what the path to monetization looks like. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Marriage Is the Biggest Financial Risk You’ll Take — ft. James Sexton

2026-04-0301:11:533

Ed Elson and Scott Galloway are joined by top divorce attorney James Sexton to explore how money impacts relationships and divorce rates. He also shares practical marriage advice, key relationship red flags, and explains why prenuptial agreements are essential for protecting your future. James Sexton has been an attorney in New York since 2001. He is a bestselling author and the host of the podcast “Better Call Sexton.” Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Why So Bullish? Markets Cling to Iran Hopes

2026-04-0237:39

Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with John Mowrey about the market’s optimism for an end to the Iran War. Then he is joined by Alex Heath to discuss OpenAI’s historic funding round. Finally, Ed gives his take on the news that a judge ordered Trump to stop building his ballroom. John Mowrey is the Chief Investment Officer, Portfolio Manager, and Equity Strategist at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brutal Quarter Ends With a Rally — But Risks Are Rising

2026-04-0137:32

Subscribe to the Prof G Markets Youtube Channel Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran. Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Big Tech Is Now Advising the White House — What Could Go Wrong?

2026-03-3129:03

Ed Elson speaks with Liz Hoffman about President Trump’s new technology council and what it signals about the administration’s AI policy. Then Jon McNeill joins the show to discuss SpaceX’s IPO and what the future could look like for Elon Musk’s empire. Finally, Ed gives an update on the economic impact of the Iran War and breaks down why it’s important to keep track of its costs. Liz Hoffman is Semafor’s Business & Finance Editor and Host of Compound Interest. Jon McNeill is the CEO of DVx Ventures, Former Tesla President, GM Board Member, and Author of The Algorithm. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Trump’s Economic Playbook Is Failing

2026-03-3001:14:34

Scott Galloway and Ed Elson break down the key ways consumers actually experience the economy, from groceries and gas to housing, and how those everyday touchpoints have deteriorated under this administration. They then discuss a new proposal to ban sportsbetting on prediction markets. Finally, they unpack the result of the Meta and Google social media addiction trial and consider if it could be a turning point for accountability in big tech. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The AI Divide: Who Wins and Who Gets Replaced — ft. Bill Gurley

2026-03-2701:04:23

Ed Elson and Scott Galloway are joined by Bill Gurley to break down how young people can position themselves for success in the age of AI, how Silicon Valley and the private markets have evolved, and what a potential market correction could look like. Bill Gurley has been General Partner at Benchmark Capital since 1999. His new book, “Runnin’ Down a Dream: How to Thrive in a Career You Actually Love,” is available now. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram and Substack Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The $1.5B Insider Trade Before Trump’s Iran Post — ft. Anthony Scaramucci

2026-03-2640:344

Ed Elson speaks with Anthony Scaramucci about the surge in insider trades tied to Trump’s Truth Social posts on the Iran war. They discuss how widespread the corruption may be and whether it could carry political consequences. Then, Steve Eisman returns to the show to break down the deepening cracks in the private credit market. Finally, Ed examines the pattern of insider trading allegations throughout Trump’s second term, and what, if anything, can be done to rein it in. Anthony Scaramucci is the founder and managing partner of SkyBridge Capital. Steve Eisman is the Host of the Real Eisman Playbook. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is the Oil Crisis About to Break Global Supply Chains?

2026-03-2536:02

Ed Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime. Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork. Finally, Ed breaks down the evidence of insider trading on the Iran War this week. Ryan Petersen is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria is the Head of Technology Research at D.A. Davidson. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

$1T Moved on Iran “Talks” — Did They Even Happen?

2026-03-2431:04

Ed Elson speaks with Justin Wolfers about the potential for deescalation in Iran and whether markets were right to rally on Trump’s word of negotiations. Then he discusses a slate of news out of OpenAI with Alex Heath following the company’s decision to refocus on its core business. Finally, Ed offers advice to investors amid the volatility of the war. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Next Inflation Wave Is Already Here

2026-03-2301:19:311

Scott Galloway and Ed Elson unpack how the war is driving up prices across the U.S. and why they believe a recession is a real possibility. They then explore OpenAI’s shift away from “side quests,” with Scott offering a practical framework for deciding when a detour is worth pursuing, and when it’s a distraction. Finally, Scott outlines the top priorities for Disney’s new CEO, while Ed makes the case for why the company must start investing in the clip economy to stay competitive. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Comments (8)

Drawing

Really enjoying Prof G Markets—sharp breakdowns of what’s moving markets and a great way to stay financially literate. If you read a lot of earnings decks, filings, or research PDFs because of the show, I built a simple tool to make them easier on the eyes: https://pdf-dark-mode.com/ — upload a PDF and get a dark-mode version for comfortable reading (day or night).

Feb 3rd

Beverly Aquino

Ed's conversation with Baird analyst about Medicare left out a HUGE segment of the Medicare population. Close to 50% of seniors get their benefits thru original Medicare and buy a supplement to cover their 20% share of medical expenses - Medicare is an 80 / 20 plan. I buy a supplement Plan G from USAA at about $180/mo. This plan allows me to see ANY provider that takes Medicare assignment. I can go to any doctor in US. This topic was mischaracterized by your analyst.

Lay Lim Teo

n mmmnn u

May 29th

Jack Rigg

when will this be daily?

May 9th

Andy Gelbart

n. r my r6t.u

Jan 24th

Mermadone

There is WAAAAY too much 19 year old British kids who hasn't had enough life experience in this podcast. I'm done listening to it. I'm out.

Dec 9th

Leo

"This podcast is not about politics" then proceeds to talk about politics for the next 20 minutes, what a clown show. Pure elitist virtue signaling.

Nov 8th

yes, ask your employees for where you stand on the political spectrum... "Yes sir, you're wonderful..."

Sep 12th

#box-pro-ellipsis-177635541557544{-webkit-line-clamp:2;}Prof G Markets

Drawing

Beverly Aquino

Lay Lim Teo

Jack Rigg

Andy Gelbart

Mermadone

Leo

Mermadone