Prof G Markets

David Solomon on AI, Debt, and America’s Future

Greenland Tariffs Are Off — Is There a Deal?

Wall Street Sinks on Greenland Risk

Europe Braces for Trump’s Greenland Tariffs

Why Trump’s War Week Didn’t Break Markets

Your Brain is the Worst Investor in the Room — ft. Scott Nations

Why Big Banks Are Selling-Off

The podcast analyzes recent bank earnings, revealing a mixed picture despite generally positive results and outlooks. HSBC's Saul Martinez explains that high expectations led to negative stock reactions, as investors hoped for even stronger net interest income growth. The conversation shifts to Trump's proposal to cap ...

Trump’s 25% Iran Tariffs Explained

The DOJ Comes for Jerome Powell

Is Imperialism Good for Your Portfolio?

Why the AI Bubble Hasn’t Popped — ft. Josh Brown

The discussion centers on the AI bubble, market trends, and investment strategies for 2026. Josh Brown, co-founder and CEO of Ritholtz, emphasizes the importance of following price signals over opinions, particularly in the context of AI-related stocks, and cautions against wish casting. He suggests dividing AI compani...

Why Trump Wants Greenland

Can a GLP-1 Pill Revive Novo Nordisk?

What Venezuela’s Regime Change Means for Oil

The Prof G Markets podcast analyzes recent market events and economic forecasts, focusing on the implications of the U.S. capture of Venezuela's President Maduro and a review of economic predictions for 2025. The discussion highlights the potential for U.S. oil companies to exploit Venezuela's vast oil reserves, while ...

Scott Galloway’s Predictions for 2026

The podcast episode centers on predictions for 2026, particularly in technology and business. It anticipates a correction in AI stock valuations due to China's potential AI dumping, which could pressure US companies. A data center bubble burst is also foreseen, driven by overhyped projections and infrastructure constra...

Ask Me Anything — Figma, Dirty Jokes, Running for Office & More

The Biggest Disruption Is Yet to Come — ft. Justin Wolfers

Warner Bros. Rejects Paramount’s Hostile Bid

Unemployment Climbs to a Four-Year High

Why Oracle is Crashing Right Now