Prof G Markets

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xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

2025-10-0930:52

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. Vote for Prof G Markets at the Signal Awards 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years

2025-10-0832:071

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. Vote for Prof G Markets at the Signal Awards 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

2025-10-0740:292

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. Vote for Prof G Markets at the Signal Awards 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Great Sloppification of OpenAI

2025-10-0601:09:572

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. Vote for Prof G Markets at the Signal Awards Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

What Happens if the Fed is Compromised — ft. Claudia Sahm

2025-10-0346:081

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. Vote for Prof G Markets at the Signal Awards Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs

2025-10-0236:18

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. Vote for Prof G Markets at the Signal Awards 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025

2025-10-0124:04

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. Vote for Prof G Markets at the Signal Awards 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward

2025-09-3046:43

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. Vote for Prof G Markets at the Signal Awards 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

How The AI Economy Could Collapse

2025-09-2958:231

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. Vote for Prof G Markets at the Signal Awards Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban

2025-09-2601:08:204

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. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading

2025-09-2524:26

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. 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

2025-09-2428:232

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. 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge

2025-09-2337:57

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. 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

TikTok, Warner Bros, and the Rise of the Ellison Empire

2025-09-2201:00:31

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. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Why Britain’s Economy Is Broken — ft. Jagjit Chadha

2025-09-1954:41

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. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

2025-09-1837:241

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 Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed

2025-09-1725:49

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 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform

2025-09-1638:32

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. 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 Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Fed’s September Dilemma: Is it Really Time to Cut Rates?

2025-09-1501:10:002

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 / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers

2025-09-1201:08:372

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. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Comments (6)

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-176002320642575{-webkit-line-clamp:2;}Prof G Markets

Lay Lim Teo

Jack Rigg

Andy Gelbart

Mermadone

Leo

Mermadone