Prof G Markets

By Vox Media Podcast Network

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 ... more

4.3

12131,213 ratings

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FAQs about Prof G Markets:

How many episodes does Prof G Markets have?

The podcast currently has 366 episodes available.

Prof G Markets episodes:

March 04, 2026 Why The Iran War Could Reignite Inflation
Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks investors and Americans are ignoring, and discuss whether there is anywhere to hide as a safe haven trade.
Mark Zandi is the Chief Economist at Moody’s Analytics, Robert Armstrong is the U.S. financial commentator for the Financial Times, and Matthew Martin is Semafor's Saudi Arabia bureau chief.
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29min
March 03, 2026 War With Iran: Why Oil Didn’t Spike As Expected
Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors.
Matt Smith is an oil analyst at Kpler. Alex Heath is the author of The Sources newsletter and co-host of the Access podcast.
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34min
March 02, 2026 What the AI Scare Gets Wrong
Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real data to figure out how the country is actually doing. Finally, they break down who the winners and losers are now that Netflix has dropped out of the bidding war for Warner Brothers Discovery.
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1h 21min
February 27, 2026 Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour
Scott Galloway and Ed Elson are joined by Tarek Mansour to break down why prediction markets are surging in popularity, and whether they’re really any different from gambling. They also explore how the company polices insider trading, the real-world use cases for these markets, and how Kalshi is navigating regulation.
Tarek Mansour is the co-founder and chief executive officer of Kalshi. Tarek began his career as a quantitative trader at Goldman Sachs and as a global macro trader at Citadel. He went on to co-found Kalshi in 2018.
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57min
February 26, 2026 Nvidia’s Blowout Can’t Calm AI Anxiety
Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Union address with Ian Bremmer, and shares his thoughts on what Trump left out of the speech.
Gil Luria is the Head of Technology Research at D.A. Davidson. Ian Bremmer is the Founder and President of Eurasia Group.
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34min
February 25, 2026 Why a Doomsday AI Blog Wiped Out $300 Billion
Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital.
Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.
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37min
February 24, 2026 Billions in Tariff Refunds — Who Gets the Money?
Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and Ryan Petersen. Then he shares his thoughts on what the legacy of the tariffs will be.
Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Ryan Petersen is the CEO of supply chain management company Flexport.
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34min
February 23, 2026 Why Big Tech Is Losing to Boring Stocks
Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe. They also debate the latest wave of proposed wealth taxes and whether they can actually address inequality. Finally, they examine why AI is quickly becoming one of the defining political issues of the decade.
Subscribe to the Prof G Markets newsletter
Order "Notes on Being a Man," out now
Note: We may earn revenue from some of the links we provide.
Subscribe to No Mercy / No Malice
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1h 9min
February 20, 2026 Supreme Court Strikes Down Trump’s Tariffs
In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what it could signal about his next move.
Subscribe to the Prof G Markets newsletter
Order "Notes on Being a Man," out now
Note: We may earn revenue from some of the links we provide.
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22min
February 20, 2026 Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software selloff. Plus, he breaks down whether he would prefer Anthropic or OpenAI in his portfolio.
Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on Musings on Markets.
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1h 11min

FAQs about Prof G Markets:

How many episodes does Prof G Markets have?

The podcast currently has 366 episodes available.

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