Prof G Markets

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market

This podcast episode of Prof G Markets, hosted by Ed Elson, analyzes recent market activities and economic trends. The episode features two interviews: the first with Alice Han, a China economist, to discuss the escalating U.S.-China trade tensions, including tariffs, export controls, and their potential impacts on tec...

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

The AI Bubble Is Real — Here’s How to Prepare for the Pop

In this episode of Prof G Markets, Scott and Ed discuss the possibility of an AI bubble, pointing out circular deals and high valuations, and consider investment strategies like diversification and shorting the S&P 10. They also analyze Tesla's declining market share and transition challenges, questioning its high valu...

How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards

xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

The Prof G Markets podcast for October 7th, hosted by Ed Elson, covers the day's market vitals, including the S&P 500's record close, Bitcoin's new high, and Tesla's share increase. The podcast features an interview with Alex Heath about OpenAI's Dev Day, its ambition to integrate apps into ChatGPT, and its compute cap...

The Great Sloppification of OpenAI

In this co-hosted podcast, Scott and Ed delve into various business and economic topics, starting with a discussion on baby naming consultant fees and the trend of pet surrenders as economic indicators. They transition to analyzing OpenAI's new AI video generator, Sora 2, and Meta's Vibes, debating whether their focus ...

What Happens if the Fed is Compromised — ft. Claudia Sahm

EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs

The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025

EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward

How The AI Economy Could Collapse

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban

What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge

TikTok, Warner Bros, and the Rise of the Ellison Empire

Why Britain’s Economy Is Broken — ft. Jagjit Chadha