Prof G Markets

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed

Ed Elson hosts Prof G Markets, a podcast delivering market insights and economic analysis. The episode begins with a review of the previous day's market performance, noting marginal declines in major indices as traders await the Fed's interest rate decision, alongside other financial updates including Oracle's involvem...

U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform

The Fed’s September Dilemma: Is it Really Time to Cut Rates?

Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers

Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing

Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever

Ed Elson hosts Prof G Markets, starting with market updates, including record highs for major indices and Oracle's stock surge. The discussion shifts to China's growing global influence, marked by increased trade with Africa, military displays with Putin and Kim Jong-un, and diplomatic gatherings. Economist Alice Han p...

Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package

Navigating The Most Top-Heavy S&P 500 in History

This podcast episode of Prof G Markets features Scott and Ed discussing various current events and market trends. They begin by outlining the vision for Prof G Media, focusing on building enterprise value through distinct voices and multiple cash flows. The conversation shifts to international relations, specifically t...

How America Goes Broke — ft. Ray Dalio

Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation

Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem

Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed

Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi

In this episode of Prof G Markets, Scott Galloway interviews Mark Zandi, Chief Economist of Moody's Analytics, about the U.S. economic outlook. Zandi expresses concerns about the economy teetering on the edge of a recession, citing factors like slow GDP growth, stagnant consumer spending, and a hiring freeze. They disc...

Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?

This podcast episode of Prof G Markets, hosted by Ed Elson, covers recent market trends, focusing on Nvidia's earnings and the US doubling tariffs on India. Ed Elson and Gil Luria, Head of Technology Research at DA Davidson, analyze Nvidia's financial performance, the impact of restrictions of chip sales to China, and ...

Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI

U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom

AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown

Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran

The US equity market currently operates on a continuum of risk, as the nation’s long-standing status as a "safe" haven erodes due to institutional weakening and political volatility. Markets have transitioned from proactive prediction machines into reactive entities, prioritizing tangible earnings data over expert fore...

OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings