Prof G Markets

Hosts Ed and Scott discuss the South Korean stock market crash driven by leveraged ETFs, warning against the dangers of excessive leverage for retail investors.

Ed Elson interviews Anduril CEO Brian Schimpf about the startup’s rise in the defense sector, challenging legacy contractors with AI-driven systems like autonomous drones and border surveillance.

Host Ed Elson analyzes Meta’s disappointing earnings and Microsoft’s strong results with Gil Luria, who critiques Meta’s AI spending strategy while praising Microsoft’s fiscal discipline.

Ed Elson interviews Apollo’s Torsten Slok on the tech sell-off, driven by widening credit spreads and doubts over AI’s ROI.

Host Ed Elson discusses the rise of Chinese open-weight AI models and the US tech industry's push against restrictions with Scott Singer.

Hosts Ed and Scott discuss sleep habits before Scott announces his appointment to the University of California Board of Regents.

Hosts Prof G and Ed discuss the US-China AI race, export controls, and the risk of an AI bubble with guest Noah Smith.

Host Ed Elson discusses massive hidden AI debt in tech giants with Ed Zitron, comparing Special Purpose Vehicles to pre-2008 financial instruments.

Host Ed Elson discusses chaotic new US tariffs on Canada and Brazil with Georgetown Law scholar Peter Harrell, who warns of continued legal loopholes.

Host Ed Elson discusses escalating Middle East tensions with Matt Smith, noting how Houthi blockades are driving oil prices up and threatening supply routes.

Prof G and Ed discuss OpenAI’s recent struggles, including an Apple lawsuit, product failures, and intense competition from cheaper Chinese AI models.

This episode features Mike Novogratz, CEO of Galaxy Digital, discussing the current state of cryptocurrency and his firm’s pivot into AI data centers.

Host Ed Elson analyzes the sharp decline of SpaceX stock post-IPO with Morningstar analyst Nicholas Owens, who argues the valuation is inflated despite bullish Wall Street consensus.

Host Ed Elson discusses a mixed inflation report with Moody’s Mark Zandi, noting that while CPI cooled to 3.

Host Ed Elson discusses Apple’s lawsuit against OpenAI for alleged trade secret theft with Alex Kantrowitz, who warns of risks to OpenAI’s hardware ambitions and IPO.

Professor Patrick Boyle joins Prof G to critique SpaceX’s inflated valuation and Wall Street’s conflicted analyst ratings, drawing parallels to the dot-com bubble.

The episode analyzes the AI sector, contrasting OpenAI’s financial struggles with Anthropic’s focused enterprise strategy and discussing potential government bailouts.

Host Ed Elson discusses the collapse of the US-Iran ceasefire with Brian Katulis, analyzing how escalating military strikes and Strait of Hormuz disruptions are driving oil prices and inflation fears.

Host Ed Elson discusses a new global arms race with Steve Feldstein, noting rising defense tech investment amid geopolitical instability.

Host Ed Elson discusses SpaceX’s controversial inclusion in the NASDAQ 100 with Michael Green, who criticizes the move as manipulative and harmful to passive investors.

Hosts Scott Galloway and Ed Elson analyze AI market shifts, criticizing Meta’s pivot to cloud services and OpenAI’s potential government stake as signs of a demand crisis and crony capitalism.

Ed Elson interviews Hims & Hers CEO Andrew Dudum about disrupting healthcare by addressing stigmatized conditions like sexual health and hair loss.

Tom Lee of Fundstrat Global Advisors joins Prof G Markets to discuss his bullish outlook for the S&P 500, targeting 8,000 by year-end despite expecting a mid-year correction.

Ed Elson discusses Meta’s shift to selling excess AI compute with Ed Zittrain, who warns of an impending bubble burst due to lack of end-user demand.

Ed Elson reviews strong market gains and a historic semiconductor rally, joined by Bernstein’s Stacey Rasgon to discuss AI-driven earnings and supply constraints.

Host Ed Elson discusses OpenAI’s delayed IPO with Alex Heath, attributing the pause to internal chaos and the SpaceX precedent.

Prof G Markets hosts Robert Armstrong for a H1 2026 review, analyzing the AI boom, Middle East conflicts, and rising inflation.

Prof G interviews AI skeptic Gary Marcus, who argues that current large language models are inherently unreliable and driven by hype rather than genuine intelligence.

Ed Elson reviews market declines and discusses the stalled bipartisan housing bill with Redfin’s Daryl Fairweather, who analyzes supply constraints and interest rates.

Ed Elson analyzes the tech sector sell-off with Gil Luria, discussing volatility in chip stocks and SpaceX’s valuation concerns amid AI spending debates.

Host Ed Elson reviews recent market moves, including tech declines and the Russell 2000’s record close.

The episode opens with lighthearted World Cup banter before critically analyzing a new US-Iran memorandum of understanding, which hosts deem a…

Host Scott Galloway discusses wealth hoarding with Barry Ritholtz, who analyzes the historic SpaceX IPO and its artificially small float.

Host Ed Elson discusses Snap’s poorly received AR glasses with Mark Gurman, noting the high cost and market skepticism.

Host Ed Elson and guest Ed Zitron analyze leaked OpenAI financials, revealing massive losses and unsustainable spending ahead of its planned IPO.

Ed Elson discusses a tentative U.

Hosts Scott and Ed discuss the historic SpaceX IPO, analyzing its valuation, manufactured scarcity, and Elon Musk’s unprecedented wealth and voting control.

Howard Marks joins Prof G Markets to discuss the historic SpaceX IPO and a wave of AI-related listings, comparing current market exuberance to past tech bubbles.

Host Ed Elson analyzes market turbulence driven by US-Iran tensions and a 4.

Host Ed Elson discusses the influencer economy with Rachel Carlton and Alison Schrager, exploring how social media algorithms drive consumer behavior and create viral trends like long lines for food.

Host Ed Elson discusses the market's negative reaction to strong jobs data with economist Justin Wolfers, who explains that robust employment reduces…

Hosts Scott Galloway and Ed Briggs discuss Google’s record $85 billion equity offering, warning that a flood of new AI IPOs from SpaceX, Anthropic,…

Ed Elson interviews Rocket Lab CEO Sir Peter Beck on the commercialization of space.

Governor J.

Scott Galloway hosts Secretary Hillary Clinton and Anthony Scaramucci to discuss the U.

This episode examines Florida’s rise as a tax haven for the ultra-wealthy, arguing that its low-tax model actually transfers wealth from middle-class…

Hosts Ed and Scott Galloway interview Netflix co-CEO Ted Sarandos discusses the future of Hollywood, arguing GLP-1 drugs could solve the deficit and dismissing AI as a threat to creativity.

Prof G and Scott Galloway analyze the upcoming IPOs of SpaceX, OpenAI, and Anthropic, comparing the current AI hype to the 1999 dot-com bubble.

Hosts Scott Galloway and Ed Elson discuss rising bond yields driven by inflation and geopolitical tensions, warning of potential Fed rate hikes and stress on AI companies.