Prof G Markets

The 35% Recession Warning Markets Are Ignoring — ft. Ed Yardeni

Your Bills Are About to Go Up — The Fed Can’t Stop It

Nvidia Says $1T Is Coming — The Market Isn’t Buying It

Why the Pentagon Is Hiring Wall Street Bankers

War With Iran Is Rewriting Global Markets

You Think You're Diversified, AI Disagrees — ft. Torsten Slok

The conversation centers on the interplay of geopolitical tensions, particularly those involving Iran and its impact on oil prices, with the U.S. and global economies. Torsten Slok, partner and chief economist at Apollo, suggests that while geopolitical risks add pressure to oil prices and inflation, strong tailwinds f...

What $4 Gas Would Do to the Economy

Pricing the Iran War's Future — Are Markets Right?

The Iran War’s Oil Shock — How Bad Could It Get?

The podcast analyzes the global energy market's reaction to escalating tensions between Iran and Israel, focusing on the potential impact on oil prices and the broader economy. It highlights the temporary closure of the Strait of Hormuz and attacks on critical oil infrastructure, which initially caused significant pric...

The Iran War Risk Markets Are Ignoring

The discussion centers on interpreting market reactions to the US-Iran conflict, with the hosts debating whether the market's apparent calm reflects a realistic assessment or a dangerous underestimation of potential risks. One host argues the market views the conflict as short-lived, citing the historical trend of stoc...

Is Private Credit The Next 2008? — ft. Steve Eisman

$500M Bet On The Iran Strike — Before It Happened

Why The Iran War Could Reignite Inflation

War With Iran: Why Oil Didn’t Spike As Expected

What the AI Scare Gets Wrong

Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour

Nvidia’s Blowout Can’t Calm AI Anxiety

The podcast analyzes recent market trends and political events, focusing on the impact of AI anxieties on tech stocks and a review of Donald Trump's State of the Union address. Gil Luria, Head of Technology Research at DA Davidson, discusses the opposing anxieties surrounding AI: whether the data center build-out is un...

Why a Doomsday AI Blog Wiped Out $300 Billion

Billions in Tariff Refunds — Who Gets the Money?

Why Big Tech Is Losing to Boring Stocks