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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

79:32

Cal Newport: The AI Industry Is Betting On The Wrong...

Prof G Markets ·

2026/10/09

Ed Elson is joined by Cal Newport to discuss AI’s impact on children and mental health and how AI companies are addressing these risks. They also explore what AI “gone right” would look like, whether large language models are the future of the industry, and what role the government should play in regulating the technology.Cal Newport is a Professor of Computer Science at Georgetown University and New York Times bestselling author of eight books. Vote for Prof G Markets at the Signal Awards

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36:47

SpaceX Raised $111B — It Already Needs More

Prof G Markets ·

2026/10/08

Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance economy and the legislation aimed at combating it. Finally, Ed shares his take on OpenAI’s reported breakthrough in solving some of the world’s most difficult math problems.John Foley is the head of the Lex Column at the Financial Times. Ronan Farrow is a

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36:42

Why The S&P Just Hit A Record High — Despite Soaring...

Prof G Markets ·

2026/10/07

Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal.John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S

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41:24

Brazil’s Far-Right Is Surging — Investors Love It

Prof G Markets ·

2026/10/06

Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down the September jobs report and the warning signs she sees in the data. Finally, Ed shares his take on the SEC’s decision to change its quorum law.Monica de Bolle is a Senior Fellow at the Peterson Institute for International Economics. Kathryn Anne Edwards is a

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70:58

5 Stocks Are Carrying The Market — Here's How To...

Prof G Markets ·

2026/10/05

Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make the case for why now could be the time to buy bonds. Finally, they discuss the changes John Ternus is making at Apple and debate whether the company’s new smart home hub will be a success.Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets

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64:02

This EU Firm Made Billions Buying Up Forgotten Tech

Prof G Markets ·

2026/10/04

Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and how it decides which companies to buy. They also discuss the role of headcount reduction in Bending Spoons’ strategy, what it’s like to build a company in Europe, and how the company uses AI to transform the businesses it acquires.Learn more about your ad choices. Visit podcastchoices.com/adchoices

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11:24

How America Got Hooked On Sports Betting

Prof G Markets ·

2026/10/03

In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets 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

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51:00

Steve Eisman: One Company Could Break The AI Boom

Prof G Markets ·

2026/10/02

Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like. Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets Youtube Channel Check out

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32:14

The FTC Is Investigating OpenAI — Here’s Why

Prof G Markets ·

2026/10/01

Ed Elson is joined by Madison Mills to discuss the FTC’s investigation into OpenAI and Anthropic. She also breaks down her reporting on the agentic security breaches involving the companies. Then, Justin Wolfers returns to unpack the latest inflation report and explain what the bond market is signaling about the health of the economy. Finally, Ed shares his take on President Trump’s meeting with AI leaders.Madison Mills is a senior AI reporter at Axios. Justin Wolfers is a Professor of Public

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30:48

Anthropic’s Financials Revealed — The Losses Are...

Prof G Markets ·

2026/09/30

Ed Elson is joined by Paul Kedrosky to break down the biggest takeaways from Anthropic’s S-1. Then, Jay Ritter joins the show to discuss why Oura delayed its IPO and what the decision says about the broader IPO market. Finally, Ed shares his take on the news that Manchester City was found guilty of financial violations.Paul Kedrosky is the Managing Partner at SK Ventures. Jay Ritter is the Director of The IPO Initiative at the University of Florida. Vote for Prof G Markets at the Signal Awards

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36:04

Wall Street Veteran: The Bond Sell-Off Is A Buying...

Prof G Markets ·

2026/09/29

Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he makes of the company’s valuation. Finally, Ed gives his take on the next phase of the AI safety debate.Michael Green is the CEO and CIO of Tier1 Alpha Asset Management. Gil Luria is the Head of Technology Research at D.A. Davidson. You can find more information about Ramp’s data

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70:14

Investors Are Turning Against Data Centers (Here's Why)

Prof G Markets ·

2026/09/28

Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with Scott explaining why he remains bullish on the stock despite its recent decline. Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering.Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G

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61:57

How To Actually Regulate AI — ft. Alex Bores

Prof G Markets ·

2026/09/25

Ed Elson and Scott Galloway are joined by Alex Bores to discuss what the path toward AI regulation could look like and the specific actions he believes are needed to reduce the potential catastrophic risks posed by AI. He also explains who should be held accountable, explores the role of third-party audits in regulating AI, addresses the data center concerns he believes policymakers should prioritize, and weighs in on which states are taking the right approach to AI regulation.Alex Bores is the

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32:42

Bonds Are Going Haywire Again — Howard Marks Explains...

Prof G Markets ·

2026/09/24

Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN General Assembly so far and where the relationship between the U.S. and Iran stands. Finally, Ed gives his take on an AI data center provider delaying its IPO.Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Daniel Baer is the former U.S. Ambassador to the Organization for

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31:50

Oil Expert: We Can’t Predict Iran Anymore

Prof G Markets ·

2026/09/23

Ed Elson is joined by Matt Smith to break down how Trump’s latest threats are driving oil prices and where he thinks they’re headed next. Then, Jonathan Cohen returns to discuss the state of the sports betting market and what the regulatory landscape could look like going forward. Finally, Ed explains why he thinks the AI debate is the dumbest conversation of the year.Matt Smith is the Director of Commodity Research at Kpler. Jonathan Cohen is the Policy Lead at the Institute for Boys and Men and

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29:53

David Ellison’s Media Takeover Just Got Greenlit

Prof G Markets ·

2026/09/22

Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to buy a house right now. Finally, Ed shares his thoughts on Amazon’s decision to ban Meta’s new AI agent, Muse.Rohan Goswami is a business reporter at Semafor. Conor Sen is the founder and CEO of Peachtree

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63:30

How Meta Could Quietly Win The AI Race

Prof G Markets ·

2026/09/21

Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product and why they see it as a smart move for the company. Finally, they examine what Canada becoming an associate member of the European Union could mean for the United States.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

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66:27

He Warned AI Could Destroy Us. Now The Industry Is...

Prof G Markets ·

2026/09/18

Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses the probability of catastrophic outcomes. He also shares his thoughts on the rapid advancement of AI capabilities, what a world with superintelligence could look like, and some of the best-and worst-case scenarios for the future of the technology.Nick Bostrom is an AI philosopher and best-selling author of

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35:55

Fed Hikes Rates For First Time In 3 Years — Here’s...

Prof G Markets ·

2026/09/17

Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to the AI apocalypse fears in the U.S. Finally, Ed shares his thoughts on the news that the EU invited Canada to become its first associate member.Robert Armstrong is the author of the Unhedged Newsletter and US financial commentator for the Financial Times. Alice Han is a Director at

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38:31

AI Insiders Keep Saying We’re In Danger — Where’s The...

Prof G Markets ·

2026/09/16

Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s driving treasury yields higher and whether or not a rate hike is the right decision. Finally, Ed shares his thoughts on the news that the average 30-year mortgage rate rose above 7% for the first time in 15 months.Ed Zitron is the host of Better Offline and author of the newsletter Where's Your Ed At. Mark Zandi is the

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