Prof G Markets
Episodes
Chip Stocks Are On Fire — Will It Last?
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.
OpenAI Hits Pause On Its IPO
Host Ed Elson discusses OpenAI’s delayed IPO with Alex Heath, attributing the pause to internal chaos and the SpaceX precedent.
This Market Is Directionless (And That Should Scare You)
Prof G Markets hosts Robert Armstrong for a H1 2026 review, analyzing the AI boom, Middle East conflicts, and rising inflation.
AI Is Dumber Than Investors Think — ft. Gary Marcus
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.
America Finally Has a Housing Plan. Trump Is Blocking It.
Ed Elson reviews market declines and discusses the stalled bipartisan housing bill with Redfin’s Daryl Fairweather, who analyzes supply constraints and interest rates.
SpaceX Stock Just Crashed — Here’s Why
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.
Why Britain’s Economy Has Been Stuck For 20 Years
Host Ed Elson reviews recent market moves, including tech declines and the Russell 2000’s record close.
No, We Do Not Have An Iran Deal
The episode opens with lighthearted World Cup banter before critically analyzing a new US-Iran memorandum of understanding, which hosts deem a…
Euphoria Has Taken Over The Markets — ft. Barry Ritholtz
Host Scott Galloway discusses wealth hoarding with Barry Ritholtz, who analyzes the historic SpaceX IPO and its artificially small float.
Snap’s “Crucible Moment” Flops On Wall Street
Host Ed Elson discusses Snap’s poorly received AR glasses with Mark Gurman, noting the high cost and market skepticism.
OpenAI’s Financials Leaked — The Losses Are Staggering
Host Ed Elson and guest Ed Zitron analyze leaked OpenAI financials, revealing massive losses and unsustainable spending ahead of its planned IPO.
The Iran “Deal” Isn’t What It Seems
Ed Elson discusses a tentative U.
SpaceX IPO Takes Off — And Elon Is Now A Trillionaire
Hosts Scott and Ed discuss the historic SpaceX IPO, analyzing its valuation, manufactured scarcity, and Elon Musk’s unprecedented wealth and voting control.
The IPO Frenzy Has Begun — ft. Howard Marks
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.
SpaceX Goes Public Tomorrow — Look Out Below
Host Ed Elson analyzes market turbulence driven by US-Iran tensions and a 4.
How Influencers Hijacked The Consumer Economy
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.
Why A Hot Jobs Report Spooked Wall Street
Host Ed Elson discusses the market's negative reaction to strong jobs data with economist Justin Wolfers, who explains that robust employment reduces…
AI’s $400 Billion Test Is About To Begin
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,…
The Space Boom Is Just Beginning
Ed Elson interviews Rocket Lab CEO Sir Peter Beck on the commercialization of space.
JB Pritzker on the Fight Over AI, Housing, and Taxes
Governor J.
Hillary Clinton: Iran Has Only Gotten Stronger
Scott Galloway hosts Secretary Hillary Clinton and Anthony Scaramucci to discuss the U.
The Great Billionaire Migration
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…
The Future of Hollywood — ft. Ted Sarandos
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.
AI May Not Be Worth The Cost — Here’s Why
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.
Bond Investors Are Panicking — And They May Be Right
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.
How To Actually Tax The Rich — ft. Ray Madoff
Prof G and Ed discuss their upcoming live tour before interviewing tax expert Ray Madoff about wealth inequality.
SpaceX Just Filed to IPO — The Numbers Are Ugly
Host Ed Elson analyzes SpaceX’s historic $80 billion IPO filing with Patrick Boyle, who critiques the company’s massive losses and "vibes-based" valuation.
Silicon Valley’s Case Against The Wealth Tax
Host Ed Elson discusses the proposed California billionaire tax and federal wealth tax proposals with guests Jason Calacanis and Bradley Tusk.
Inside Trump's 3,700 Trades — ft. Anthony Scaramucci
Host Ed Elson interviews Anthony Scaramucci on President Trump’s extensive stock trades, discussing allegations of insider trading and the erosion of ethical norms in Washington.
Inflation Is Soaring — Here’s What Happens Next
Hosts Scott Galloway and Ed Elson analyze rising inflation driven by tariffs and geopolitical tensions, warning that slowing consumer spending could hurt Big Tech ad revenues.
The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran
In this live stream, Prof G Markets hosts NYU finance professor Aswath Damodaran for a quarterly market review.
AI Skeptic: This Business Makes No Sense
Host Ed Elson interviews Ed Zitron, who argues the AI boom is a bubble fueled by circular revenue and unsustainable capital expenditures with no clear path to profitability.
Hottest Inflation Report In 3 Years Has One Big Problem
Ed Elson and guest Justin Wolfers analyze soaring inflation driven by the Iran conflict, noting its negative impact on markets and criticizing the administration's lack of transparency.
AI Is Making Us All Dumber
Host Ed Elson welcomes Cal Newport and Derek Thompson to discuss whether AI is diminishing human intelligence.
AI’s New Trillion Dollar Mission: Delete Middle Management
Hosts Ed Elson and Scott Galloway discuss the Met Gala, their Prof G Markets tour, and the trend of tech CEOs using AI to eliminate middle management, which Galloway criticizes as nihilistic.
Why Oil Still Runs the World — ft. Daniel Yergin
Prof G Markets features Daniel Yergin, author of The Prize, discussing the geopolitical and economic fallout of the Iran war and the Strait of Hormuz blockade.
How China Wins The AI War
Host Ed Elson and guest Alice Han discuss the US-China AI race, focusing on DeepSeek’s $50 billion valuation and Huawei’s rising chip capabilities.
Why Americans Earning $500K a Year Still Feel Broke
Host Ed Elson joins Ben Carlson and Ramit Sethi to dissect a Goldman Sachs survey revealing that 40% of households earning over $500,000 feel they live paycheck to paycheck.