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PODCAST

Prof G Markets

Vox Media Podcast Network

Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what"s happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.

business investing

All Episodes

62:22

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

Prof G Markets ·

2026/03/27

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

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39:04

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

Prof G Markets ·

2026/03/26

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

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35:48

Is the Oil Crisis About to Break Global Supply Chains?

Prof G Markets ·

2026/03/25

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

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30:25

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

Prof G Markets ·

2026/03/24

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

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75:33

The Next Inflation Wave Is Already Here

Prof G Markets ·

2026/03/23

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

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61:11

The 35% Recession Warning Markets Are Ignoring — ft....

Prof G Markets ·

2026/03/20

Ed Elson and Scott Galloway are joined by Ed Yardeni to discuss why he recently raised the odds of a recession this year. He also weighs in on the risks in private credit, what he thinks could fundamentally change America, and what’s really going on in the bond market right now.Ed Yardeni is the President of Yardeni Research, a provider of global investment strategies and asset-allocation analysis. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on

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32:39

Your Bills Are About to Go Up — The Fed Can’t Stop It

Prof G Markets ·

2026/03/19

Description: Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter. Check

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31:57

Nvidia Says $1T Is Coming — The Market Isn’t Buying It

Prof G Markets ·

2026/03/18

Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the War with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing

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28:02

Why the Pentagon Is Hiring Wall Street Bankers

Prof G Markets ·

2026/03/17

Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest. Check out our latest Prof G Markets newsletter Follow Prof G Markets on

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62:35

War With Iran Is Rewriting Global Markets

Prof G Markets ·

2026/03/16

Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next.Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn

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59:37

You Think You're Diversified, AI Disagrees — ft....

Prof G Markets ·

2026/03/13

Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now. Torsten Slok is Partner and Chief Economist at Apollo. Check out our latest Prof G Markets

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29:55

What $4 Gas Would Do to the Economy

Prof G Markets ·

2026/03/12

Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran. Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets. Check out our latest Prof G Markets

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45:44

Pricing the Iran War's Future — Are Markets Right?

Prof G Markets ·

2026/03/11

Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here. Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and

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30:36

The Iran War’s Oil Shock — How Bad Could It Get?

Prof G Markets ·

2026/03/10

Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran. Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice. Check out our

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58:25

The Iran War Risk Markets Are Ignoring

Prof G Markets ·

2026/03/09

Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed also maps out the “what-if” scenarios Wall Street may be ignoring. Then they dive into Anthropic’s clash with the Pentagon and why Sam Altman might have botched the moment yet again. 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 /

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64:18

Is Private Credit The Next 2008? — ft. Steve Eisman

Prof G Markets ·

2026/03/06

Scott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains why the war with Iran isn’t changing his investment strategy, whether the U.S. deficit is truly an existential threat, and what “The Big Short” got right about his story. Steve Eisman is an investment analyst and portfolio manager with decades of experience in financial markets. He is best known for his pivotal role in predicting and profiting from

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28:35

$500M Bet On The Iran Strike — Before It Happened

Prof G Markets ·

2026/03/05

Ed Elson speaks with Jonathan Cohen about the massive wagers in prediction markets on the war with Iran. Then he discusses Anduril’s funding round and why a new wave of defense tech startups are shaking up the defense sector with Dan Primack. Finally, Ed gives his take on why defense might become the next investing trend. Jonathan Cohen is the Policy Lead at the American Institute for Boys and Men and author of Losing Big: America’s Reckless Bet on Sports Gambling. Dan Primack is the business

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28:14

Why The Iran War Could Reignite Inflation

Prof G Markets ·

2026/03/04

Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks investors and Americans are ignoring, and discuss whether there is anywhere to hide as a safe haven trade.Mark Zandi is the Chief Economist at Moody’s Analytics, Robert Armstrong is the U.S. financial commentator for the Financial Times, and Matthew Martin is Semafor's Saudi Arabia bureau chief. Check out our latest Prof G Markets newsletter Follow

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33:41

War With Iran: Why Oil Didn’t Spike As Expected

Prof G Markets ·

2026/03/03

Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors. Matt Smith is an oil analyst at Kpler. 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

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80:40

What the AI Scare Gets Wrong

Prof G Markets ·

2026/03/02

Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real data to figure out how the country is actually doing. Finally, they break down who the winners and losers are now that Netflix has dropped out of the bidding war for Warner Brothers Discovery. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue

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313 results

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