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Vox Media Podcast Network · Investment

Prof G Markets

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.

Episodes

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A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins

03 Apr 2025
59m
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This episode explores the impact of President Trump's newly imposed tariffs on the automotive industry. Against the backdrop of Trump's "Liberation Day" announcement of reciprocal tariffs and a 25% levy on imported vehicles, the discussion pivots to an analysis of the winners and losers. More significantly, the interv...

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GameStop Buying Bitcoin, an Activist Play at Lyft, & Gen Z Unemployment

31 Mar 2025
1h 3m
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This episode explores the intersection of business, technology, and current events, featuring a lively discussion between Scott Galloway and Ed. Against the backdrop of recent legal battles and regulatory changes, they analyze Delaware's evolving corporate governance laws, driven partly by Elon Musk's move to Texas. M...

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Unpacking Germany’s Historic U-Turn on Spending — ft. Carsten Brzeski

27 Mar 2025
1h 4m
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Has a Global Market Rotation Begun? + Inside the Ultra-Luxury Hotel Industry

24 Mar 2025
1h 3m
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This episode explores the current state of the global economy and investment strategies, focusing on shifts in capital flows and emerging market trends. Against the backdrop of the Federal Reserve holding interest rates steady, the hosts discuss the uncertainty surrounding economic decisions and the impact of tariffs....

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Searching For Value Outside the U.S. — ft. Lyn Alden

20 Mar 2025
1h 0m
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This episode explores the current state of the market, focusing on recent corrections and potential future trends. Against the backdrop of a recent 10% drop in the S&P 500, the hosts and guest Lyn Alden, an independent analyst, discuss the factors contributing to this correction, including high valuations, global capit...

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The S&P 500 Enters Correction Territory

17 Mar 2025
58m
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This podcast episode of Prof G Markets features a discussion between Ed and Scott on various business and economic topics. They analyze Southwest Airlines' decision to end its free checked bag policy, Eric Schmidt's acquisition of Relativity Space, and Saudi Arabia's massive Neom city project. The hosts also discuss...

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Are We Headed For a Recession? + How Tariffs Hurt Housing (Live at SXSW)

13 Mar 2025
1h 6m
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Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

10 Mar 2025
57m
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The Next Era Of Antitrust — ft. DOJ’s Jonathan Kanter

06 Mar 2025
1h 4m
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This episode of Prof G Markets discusses the impact of President Trump's actions on global markets. The hosts analyze three key areas: the rise in European defense stocks following Trump's meeting with Zelensky, the proposed national crypto reserve, and the newly implemented tariffs on imports from Mexico and Canada. ...

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Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card

03 Mar 2025
54m
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This episode of Prof G Markets focuses on a market review and analysis, featuring discussions on Tesla's declining market cap, Berkshire Hathaway's record tax payment, BP's shift back to fossil fuels, and Nvidia's strong earnings report. The hosts debate the reasons behind Tesla's stock decline, contrasting perspectiv...

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Why Tariffs Could Crush Canada’s Economy — ft. Mike Moffatt

27 Feb 2025
1h 3m
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This podcast episode discusses current events, focusing on Apple's $500 billion investment in American innovation, the succession of Cantor Fitzgerald to the founder's sons, and the increasing consumer spending driven by the top 10% of earners in the US. The hosts debate the significance of Apple's announcement, analy...

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Is Breaking Up Intel The Right Move? + The New Gold Rush

24 Feb 2025
1h 2m
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This episode of Prof G Markets interviews Josh Brown, discussing recent market trends. The conversation covers disappointing housing starts data (attributed partly to weather but also high labor costs), the controversial $44 billion valuation of X (Twitter), the trend of companies using Bitcoin as a treasury asset (wi...

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Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon

20 Feb 2025
47m
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This episode of Prof G Markets interviews Kyla Scanlon, author of "In This Economy," discussing Gen Z's economic anxieties and perspectives. The interview covers Gen Z's concerns about the labor market, the rising costs of housing and education, and the impact of AI. Scanlon introduces the concept of "FAFO-nomics" (ef...

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Is Reddit Undervalued? + Netflix Goes After Podcasts

17 Feb 2025
1h 2m
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This episode of Prof G Markets discusses recent market trends, including inflation data (CPI rose 3% year-over-year, driven by shelter, transportation, and medical care costs), the rising cost of private education in the US, and the EU's €200 billion AI investment. The hosts analyze Reddit's fourth-quarter earnings, h...

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The State of Trade with China — ft. Alice Han

13 Feb 2025
1h 3m
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Spotify’s First Year of Profitability + Is Google Losing its Edge?

10 Feb 2025
57m
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This podcast episode of "Prof G Markets" reviews the latest earnings reports from Disney, Novo Nordisk, Uber, and Spotify, and Google, with hosts Ed and Scott offering analysis and commentary. They discuss the performance of each company, highlighting subscriber churn in streaming services, the growth of GLP-1 weight ...

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The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran

06 Feb 2025
1h 4m
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Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback

03 Feb 2025
54m
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Winners and Losers After DeepSeek — ft. Robert Armstrong

30 Jan 2025
59m
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This interview-style podcast discusses the significant market downturn caused by the emergence of DeepSeek, a Chinese AI startup offering AI models at drastically reduced costs. The hosts and guest, Robert Armstrong (U.S. financial commentator for the Financial Times), analyze the impact on major tech companies (Nvidi...

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Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club

27 Jan 2025
51m
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