Prof G Markets
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Episodes
Scandal At Nvidia: Is This The End For Jensen Huang?
Host Ed Elson discusses the market rally following a post-election sell-off, driven by uncertainty over AI investment returns and local ballot initiatives rejecting data centers.
Why Stocks Had Their Best Day Of The Year — Then Their Worst
Hosts Ed and Scott analyze the historic Democratic midterm victory, discussing the emotional relief of a "democracy" win and the subsequent market whiplash.
The AI Boom Is Running Out Of Easy Money
Host Ed Elson analyzes Anthropic’s IPO filing, revealing that despite revenue growth, the company faces $895 billion in compute commitments that will drive massive future losses.
Is This The End Of MAGA? — ft. Anthony Scaramucci
Anthony Scaramucci joins Prof G Markets to analyze the historic midterm results, which he views as a total repudiation of Donald Trump and the MAGA movement.
Democrats Sweep Congress — And Stocks Explode Higher
Host Ed Elson analyzes the historic Democratic midterm sweep, discussing the economic backlash against President Trump and the market's reaction to the new congressional control.
Tom Lee: The Correction Is Over — Stocks Are About To Surge
Hosted by Ed Elson, this episode features Tom Lee of Fundstrat, who predicts the Nasdaq correction is over and the S&P 500 will rally to 8,000 by year-end despite AI bubble concerns.
Anthropic's Q3 Results Are In — The Costs Are Exploding
Hosted by Ed Elson, this episode analyzes the deepening tech sell-off and the $5 trillion market value loss in AI and chip stocks, featuring Deirdre…
The Stock Market Is Already Pricing In A Democratic Sweep
This episode of Prof G Markets analyzes the 2024 midterm elections, predicting a Democratic "blue wave" driven by inflation and economic dissatisfaction among key Republican demographics.
The American Startup Taking On China’s AI Models
In this episode, Ed Elson interviews Misha Laskin, co-founder and CEO of Reflection, a startup valued at $25 billion that recently released its open-weight AI model, Beam.
The Democrats Will Sweep The Midterms — Here’s Why
The host draws parallels between President Benjamin Harrison’s 1890 midterm defeat and the upcoming 2024 elections, predicting a Democratic sweep due to President Trump’s unpopular policies.
Josh Brown: If This Is A Bubble, It’s Pathetic
Hosts Ed, Scott, and Josh Brown analyze Anthropic’s S-1 filing, highlighting its 1,300% revenue growth and significant operating losses.
Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech
Host Ed Elson discusses the Federal Reserve's decision to hold rates, with Morgan Stanley economist Mike Gapin analyzing the rationale and future path.
Why Steve Eisman Isn't Buying Anthropic's IPO
Host Ed Elson discusses Anthropic's S-1 filing with guest Steve Eisman, highlighting concerns about slowing Q3 revenue growth, massive future compute…
The $800 Billion Catch Behind Anthropic's IPO
Host Ed Elson and guest Paul Kodrosky analyze Anthropic's S-1 filing, highlighting massive future compute commitments and the company's strategic…
The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
Prof G Markets discusses the potential merger between Tesla and SpaceX, analyzing how Elon Musk may be using the deal to consolidate power and distract from Tesla’s declining fundamentals.
The AI Bubble Isn't Where You Think It Is
This episode examines the emerging credit crisis among AI data center providers like CoreWeave, arguing that while the stock market has already…
Meet The Millionaire Class That Really Runs America
Owen Zidar and Eric Zwick discuss the "everywhere millionaires," a class of private business owners who account for half the rise in top 1% wealth but receive less attention than billionaires.
Why Elon Might Merge Tesla And SpaceX
Host Ed Elson discusses Tesla’s Q3 earnings and a potential merger with SpaceX, featuring former Tesla VP Kareem Booster who analyzes the auto business’s cash flow and robotaxi execution.
Is Nvidia Selling More Chips Than Anyone Can Use?
This episode examines the AI infrastructure bubble, featuring Ed Zitron who argues that hyperscalers like Amazon are overbuying NVIDIA chips that sit…
Why The Tech Selloff Just Reversed Course
Host Ed Elson discusses the market rally following tech sell-offs with John Mowry, who highlights opportunities in undervalued AI stocks and notes…
Why The Stock Market Is Booming — But Your Paycheck Isn't
Hosts Ed and Scott discuss the latest inflation data, noting that rising energy costs and falling real wages are making Americans poorer despite corporate earnings growth.
How The Children Of Billionaires Took Over America
Host Ed Elson explores the rise of the "Inheritocracy" following David Ellison’s $111 billion acquisition of Warner Bros.
Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
Financial historian Liakat Ahmed compares the current AI data center boom to the 1873 railroad bubble, highlighting parallels in debt financing, overbuilding, and rising interest rates.
CoreWeave Is Imploding — And Taking AI Stocks Down With It
Prof G Markets examines the AI neocloud debt crisis, with guest Paul Kudrowsky warning that CoreWeave faces a likely default due to soaring interest rates and plummeting token prices.
Elon Musk Spent $366M On The Midterms — Will It Work?
Host Ed Elson discusses the massive surge in billionaire political spending for the 2025 midterms, featuring guest Bradley Tusk who argues that money…
Has Nvidia Become Too Big To Fail?
Liz Hoffman argues NVIDIA is "too big to fail" due to its systemic role as an AI investor and guarantor, while James Taylor highlights upcoming…
How Fraud Became A Winning Strategy
This episode argues that we are living in a "golden age of fraud," using Manchester City’s £900 million financial misrepresentation as a metaphor for…
Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI
Prof G Markets discusses AI regulation and societal risks with Georgetown professor Cal Newport.
SpaceX Raised $111B — It Already Needs More
Ed Elson opens with market updates on rising bond yields and Fed expectations before interviewing FT’s John Foley on SpaceX’s $40 billion debt raise for data centers.
Why The S&P Just Hit A Record High — Despite Soaring Yields
Ed Elson discusses the S&P 500 hitting record highs despite rising bond yields, analyzing the sustainability of AI-driven earnings with John Mowry.
Brazil’s Far-Right Is Surging — Investors Love It
Host Ed Elson discusses Brazil’s election results with Monica de Boll, noting that while the presidential race remains polarized, the far right’s…
5 Stocks Are Carrying The Market — Here's How To Protect Yourself
Prof G and Scott discuss the FTC’s investigation into OpenAI and Anthropic, analyzing the latter’s massive operating losses and extreme customer…
This EU Firm Made Billions Buying Up Forgotten Tech
Luca Ferrari, co-founder and CEO of Bending Spoons, discusses the company’s strategy of acquiring and deeply transforming struggling software businesses like Vimeo and AOL.
How America Got Hooked On Sports Betting
Ed Elson argues that the outrage over Sydney Sweeney’s ad should focus on the harmful addiction of sports betting rather than her nudity.
Steve Eisman: One Company Could Break The AI Boom
Steve Eisman joins Prof G Markets to analyze Q3, arguing that AI companies are manufacturing existential threats to justify regulation and secure duopolies against open-weight models.
The FTC Is Investigating OpenAI — Here’s Why
Prof G Markets examines the fallout from AI safety breaches, featuring Axios reporter Madison Mills on thousands of unreported incidents and the new FTC investigation into OpenAI and Anthropic.
Anthropic’s Financials Revealed — The Losses Are Stunning
Host Ed Elson discusses Anthropic's leaked IPO prospectus, analyzing its massive losses and customer concentration with guest Paul Kedroski.
Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity
Michael Green argues the global bond sell-off is a mechanical byproduct of passive investing rather than a signal of fiscal distress, suggesting low-price bonds are a buying opportunity.
Investors Are Turning Against Data Centers (Here's Why)
This episode explores the emerging risks in the AI data center buildout, highlighting Oracle’s force majeure notice and delayed IPOs for companies like SB Energy as signs of market skepticism.
How To Actually Regulate AI — ft. Alex Bores
Hosted by Prof G Markets, this episode features Alex Bors, co-founder of Who Decides, discussing the urgent need for AI regulation and accountability.
Bonds Are Going Haywire Again — Howard Marks Explains Why
Legendary investor Howard Marks joins to explain why rising US Treasury yields reflect structural fiscal deficits and persistent inflation, arguing that current rates are historically low.
Oil Expert: We Can’t Predict Iran Anymore
Host Ed Elson discusses oil markets with Kepler’s Matt Smith, analyzing how Trump’s mixed signals on Iran and the Strait of Hormuz keep prices elevated despite improving flows.
Pod Title: David Ellison’s Media Takeover Just Got Greenlit
Host Ed Elson discusses the Paramount-WBD merger settlement, noting that political pressure from California officials forced a deal that largely favors David Ellison.
How Meta Could Quietly Win The AI Race
The episode covers the Fed's rate hike and Trump's criticism of its independence, alongside a deep dive into Meta’s new AI assistant, Muse, which is…
He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom
In this episode, host Prof G Markets interviews philosopher Nick Bostrom, author of *Superintelligence*, to discuss the existential risks of AI.
Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters
Host Ed Elson and guest Robert Armstrong analyze the Fed’s unanimous rate hike, noting it defies President Trump and signals a clear inflation-fighting stance.
AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?
Host Ed Elson discusses the AI safety debate with Ed Zittrain, who argues that researcher resignations are a media-driven "grift" lacking concrete evidence or accountability.
Why OpenAI And Anthropic Are Pumping The Breaks
Host Ed Elson discusses the escalating AI safety debate after Anthropic and OpenAI CEOs called for slowing development, contrasting their views with President Trump’s pro-acceleration stance.
The Rate Hikes Are Coming
Prof G Markets discusses the escalating Iran conflict and its impact on oil prices, inflation, and rising bond yields, arguing that the US faces a debt spiral and potential rate hikes.
Why The Bond Market Is Starting To Revolt — ft. Katie Martin
Katie Martin of the Financial Times discusses the global bond market crisis, attributing rising yields to excessive government borrowing and mixed messaging from US leadership.