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Prof G Markets

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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 markets@profgmedia.com.

Part of the Vox Media Podcast Network.

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  1. The Democrats Will Sweep The Midterms — Here’s Why

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why he thinks the Republicans are headed for a historic loss at the midterms. Subscribe to Simply Put (https://edwardelson.substack.com/) to get the newsletter in your inbox.

  2. Josh Brown: If This Is A Bubble, It’s Pathetic

    Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has much of a moat. He also shares his prediction for the IPO and why

  3. Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

    Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors. Then, Michael Gapen returns to explain why the Federal Reserve he

  4. Why Steve Eisman Isn't Buying Anthropic's IPO

    Ed Elson is joined by Steve Eisman to get his takeaways from Anthropic’s S-1, including what data points he thinks investors should focus on and what he makes of the company’s corporate governance structure. Then, Prof G Media’s own Dan Chi

  5. The $800 Billion Catch Behind Anthropic's IPO

    Ed Elson is joined by Paul Kedrosky to unpack Anthropic’s S-1, including the red flags in the filing and what investors might be overlooking. Then, Robert Armstrong returns to break down why he thinks winter is coming for the stock market a

  6. The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

    Scott Galloway and Ed Elson break down why Elon Musk is considering a merger between SpaceX and Tesla, what a deal could look like, and the hurdles it would face. Scott also explains the existential threat he believes both companies are up

  7. The AI Bubble Isn't Where You Think It Is

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the real AI bubble hasn’t actually hit the public markets — yet. Subscribe to Simply Put (https://edwardelson.substack.com/) to get the newsletter in your inbox. Subscribe

  8. Meet The Millionaire Class That Really Runs America

    Ed Elson is joined by Owen Zidar and Eric Zwick to unpack their research on the “Everywhere Millionaire”. They explain how pass-through businesses work, why the tax code disproportionately benefits their owners, and how policymakers could c

  9. Why Elon Might Merge Tesla And SpaceX

    Ed Elson is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge. Then, Mark Mahaney returns to break down Meta’s earnings. Finally, Ed explains why he’s bearish

  10. Is Nvidia Selling More Chips Than Anyone Can Use?

    Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings. Later, Thierry Wizman joins

  11. Why The Tech Selloff Just Reversed Course

    Ed Elson is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market. Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and

  12. Why The Stock Market Is Booming — But Your Paycheck Isn't

    Scott Galloway and Ed Elson break down the latest inflation report, explaining why they think the consumer spending data may be misleading and why real wage growth is the economic indicator that matters most. Then, they examine the latest m

  13. How The Children Of Billionaires Took Over America

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks how America gave rise to a new ruling class: the inheritocracy. He breaks down the economic stakes of inherited wealth, and how it could transform society as we know it. Subsc

  14. Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed

    Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers, why overbuilding remains a recurring problem, the warning sign

  15. CoreWeave Is Imploding — And Taking AI Stocks Down With It

    Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what rece

  16. Elon Musk Spent $366M On The Midterms — Will It Work?

    Ed Elson is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out. Then, Gil Luria joins to unpack the sell-off in chip stocks and what he

  17. Has Nvidia Become Too Big To Fail?

    Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of

  18. How Fraud Became A Winning Strategy

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks the rise of fraud, tracing its impact from Manchester City to the startup world, all the way to the President of the United States. Vote for Simply Put at the Signal Awards he

  19. Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI

    Ed Elson is joined by Cal Newport to discuss AI’s impact on children and mental health and how AI companies are addressing these risks. They also explore what AI “gone right” would look like, whether large language models are the future of

  20. SpaceX Raised $111B — It Already Needs More

    Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance econo

  21. Why The S&P Just Hit A Record High — Despite Soaring Yields

    Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will ta

  22. Brazil’s Far-Right Is Surging — Investors Love It

    Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down th

  23. 5 Stocks Are Carrying The Market — Here's How To Protect Yourself

    Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make the case for why now

  24. This EU Firm Made Billions Buying Up Forgotten Tech

    Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and how it decides which companies to buy. They also discuss the r

  25. How America Got Hooked On Sports Betting

    In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America. Subscribe to Simply Put (https://edwardelson.substack.com/) to get the newsletter in your inbox. Subscribe to the Pr

  26. Steve Eisman: One Company Could Break The AI Boom

    Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks

  27. The FTC Is Investigating OpenAI — Here’s Why

    Ed Elson is joined by Madison Mills to discuss the FTC’s investigation into OpenAI and Anthropic. She also breaks down her reporting on the agentic security breaches involving the companies. Then, Justin Wolfers returns to unpack the latest

  28. Anthropic’s Financials Revealed — The Losses Are Stunning

    Ed Elson is joined by Paul Kedrosky to break down the biggest takeaways from Anthropic’s S-1. Then, Jay Ritter joins the show to discuss why Oura delayed its IPO and what the decision says about the broader IPO market. Finally, Ed shares hi

  29. Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity

    Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he makes of the company’s v

  30. Investors Are Turning Against Data Centers (Here's Why)

    Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with Scott explaining why he

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