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 [email protected]. Part of the Vox Media Podcast Network.
In this episode of Prof G Markets, Scott Galloway and Ed Elson analyze the current state of the market and make predictions for 2026, considering factors like AI, interest rates, and potential political influences. They reflect on past investment strategies, discuss diversification, and share their personal investment ...
This podcast episode of Prof G Markets, hosted by Ed Elson, features discussions with Mark Zandi, Chief Economist of Moody's Analytics, about the Federal Reserve's recent interest rate cut and its implications for the economy in 2026. The conversation covers the reasons behind the Fed's decision, the dissension among F...
In this episode of Prof G Markets, Scott Galloway and Ed discuss the recent volatility in the AI market, triggered by Nvidia's earnings report and concerns about debt levels at companies like Oracle and CoreWeave. They explore the shift in market sentiment from an AI boom to a potential bubble, the concentration of eco...
In this episode of Prof G Markets, Scott Galloway and Ed Elson interview Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, to discuss the current state of the economy and potential future risks. Cembalest offers insights on AI's impact, global fragmentation, and ...
The current AI boom exhibits classic bubble characteristics, driven by massive capital expenditures that lack immediate, tangible returns in the real economy. While the "Magnificent 10" companies command significant market valuation, their reliance on circular, incestuous investment patterns raises concerns about long-...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
