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Prof G Markets

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  1. How To Actually Regulate AI — ft. Alex Bores

    Ed Elson and Scott Galloway are joined by Alex Bores to discuss what the path toward AI regulation could look like and the specific actions he believes are needed to reduce the potential catastrophic risks posed by AI. He also explains who

  2. Bonds Are Going Haywire Again — Howard Marks Explains Why

    Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN General Assembly so far and where the rela

  3. Oil Expert: We Can’t Predict Iran Anymore

    Ed Elson is joined by Matt Smith to break down how Trump’s latest threats are driving oil prices and where he thinks they’re headed next. Then, Jonathan Cohen returns to discuss the state of the sports betting market and what the regulatory

  4. David Ellison’s Media Takeover Just Got Greenlit

    Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing

  5. How Meta Could Quietly Win The AI Race

    Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product and why they see it as a smart move for the company. Finally,

  6. He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom

    Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses the probability of catastrophic outcomes. He also shares his t

  7. Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

    Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to the AI apocalypse fears

  8. AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

    Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s driving treasury yields higher and whether or not a rate hike

  9. Why OpenAI And Anthropic Are Pumping The Brakes

    Ed Elson is joined by Charlie O'Neill to break down how OpenAI and Anthropic responded to mass extinction concerns and where regulation might go from here. Ed also shares his thoughts on Anthropic's reported second-straight quarter of profi

  10. The Rate Hikes Are Coming

    Scott Galloway and Ed Elson assess the U.S. macroeconomic picture and whether they think Kevin Warsh will raise interest rates in response. Ed also explains why he believes we need to start reckoning with the possibility of “forever inflati

  11. Why The Bond Market Is Starting To Revolt — ft. Katie Martin

    Ed Elson and Scott Galloway are joined by Katie Martin to discuss why bond markets are flashing warning signs and what’s driving the global debt selloff. They also break down how AI spending, Fed policy, and government borrowing are reshapi

  12. Anthropic Whistleblower Says AI Could “Kill Us All”

    Ed Elson is joined by Alex Kantrowitz to break down whether mass extinction concerns raised by an Anthropic researcher should be taken seriously. Then, Patrick McGee joins to give his take on the new foldable iPhone. Ara Kharazian also join

  13. Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney

    Ed Elson is joined by Mike Moffatt to break down Canada’s retaliatory tariffs against the U.S. and what it means for the relationship between the two countries. Then, John Burn-Murdoch joins to unpack why the OECD’s global education report

  14. OpenAI Says “AGI” Is Here — What Does That Actually Mean?

    Ed Elson is joined by Gary Marcus to break down OpenAI’s new Astra model and whether or not AGI has actually arrived. Then, Kathryn Anne Edwards returns to unpack the August jobs report and what it reveals about the current state of the lab

  15. Why Nobody Trusts the News — And How to Fix It

    Ed Elson sits down with Jim VandeHei, co-founder and CEO of Axios, to discuss how AI is reshaping the media industry, what role it should play in newsrooms, and why he believes AI will ultimately make human journalism more valuable. They al

  16. Tyler Cowen: The AI Bears Are Asking The Wrong Questions

    Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good thing. They also disc

  17. Bonds Are Warning Of A Global Inflation Crisis

    Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his tho

  18. Geopolitical Expert: Iran War May Drag On For Years

    Ed Elson is joined by Ian Bremmer to break down the latest attacks in Iran and why the markets are finally pricing in a longer war. Then, Jonathan Kanter joins the show to unpack the FTC’s new lawsuit against Amazon and give his take on Met

  19. Why Bessent Tried To Rescue The Bond Market (And Failed)

    Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not i

  20. Scott Galloway On Money, Happiness, And The Search For Enough

    Scott Galloway and Ed Elson discuss how Scott’s relationship with money has evolved over the course of his life. They unpack the exact moment that Scott became obsessed with money, how it became an addictive substance, and why he still has

  21. Prof G Markets Is Taking A Break — You Should Too

    Ed Elson and Scott Galloway are officially out on summer vacation. We’ll have no new episodes on the feed from August 17th to the 28th. The team will be enjoying the break from the daily news cycle, and we hope you do too. We’ll be back on

  22. The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman

    Ed Elson is joined by Gabriel Zucman to break down Prop 40, the billionaire tax proposal in California. They discuss why Gabriel thinks it’s the most effective way to tax the ultrawealthy in the state, unpack the various criticisms of the t

  23. “AI Compute Futures” — Has Wall Street Gone Too Far?

    Ed Elson is joined by Rohan Goswami to break down the CME’s move to offer AI compute futures such that computing power can be traded like a commodity. Then, Mark Zandi returns to unpack the latest inflation data from the consumer price inde

  24. Inside Nvidia’s $500B AI Financing Loop

    Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s

  25. Here's What The Jobs Report Isn’t Telling You

    Ed Elson is joined by Kathryn Anne Edwards to break down the real story behind the July jobs report. She also shares her thoughts on how AI is impacting the labor market, and the solution we need for those who lose their jobs due to the tec

  26. Bulls vs. Bears: Who’s Right About This Market?

    Scott Galloway and Ed Elson break down the bull and bear cases for the market at new record highs. They unpack how dependent the market has become on cash-burning companies like OpenAI and Anthropic, and therefore how fragile the AI trade i

  27. Aswath Damodaran: Big Tech Has No Idea How AI Pays Off

    Ed Elson and Scott Galloway are joined by Aswath Damodaran to break down the biggest takeaways from Big Tech earnings. He explains what the latest results reveal about the AI race, why he's becoming increasingly concerned about the Magnific

  28. Michael Burry Says This Is The Top — Is It?

    Ed Elson is joined by Steve Eisman to unpack why stocks are at record highs and what it would take for him to call a market top. Then, Ryan Petersen returns to explain how the war with Iran and escalating tariffs are reshaping global supply

  29. Apple’s War On OpenAI Just Got Personal

    Ed Elson is joined by Alex Heath to unpack the latest drama in the legal battle between Apple and OpenAI, what Apple's request for a preliminary injunction could mean, and how serious the case could become for OpenAI. Then, Nicolas Owens re

  30. Aschenbrenner’s AI Fund Collapse Is Just The Beginning

    Ed Elson is joined by Michael Green to discuss the role that leverage played in the turmoil with Leopold Aschenbrenner’s fund, Situational Awareness, and how leveraged-ETFs are impacting the semiconductor industry. Then, Katie Martin return

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