Prof G Markets

By Vox Media Podcast NetworkBusiness Entrepreneurship Investing

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Typical duration
39 min
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Prof G Markets episodes

March 16 War With Iran Is Rewriting Global Markets
Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next.
Support from the show comes from Hostinger: http://hostinger.com/profg20
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1 hr 3 min
March 13 You Think You're Diversified, AI Disagrees — ft. Torsten Slok
Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now.
Torsten Slok is Partner and Chief Economist at Apollo.
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1 hr
March 12 What $4 Gas Would Do to the Economy
Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran.
Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets.
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30 min
March 11 Pricing the Iran War's Future — Are Markets Right?
Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here.
Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan.
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46 min
March 10 The Iran War’s Oil Shock — How Bad Could It Get?
Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran.
Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.
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31 min
March 09 The Iran War Risk Markets Are Ignoring
Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed also maps out the “what-if” scenarios Wall Street may be ignoring. Then they dive into Anthropic’s clash with the Pentagon and why Sam Altman might have botched the moment yet again.
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59 min
March 06 Is Private Credit The Next 2008? — ft. Steve Eisman
Scott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains why the war with Iran isn’t changing his investment strategy, whether the U.S. deficit is truly an existential threat, and what “The Big Short” got right about his story.
Steve Eisman is an investment analyst and portfolio manager with decades of experience in financial markets. He is best known for his pivotal role in predicting and profiting from the 2008 subprime mortgage crisis, chronicled in “The Big Short.”
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1 hr 5 min
March 05 $500M Bet On The Iran Strike — Before It Happened
Ed Elson speaks with Jonathan Cohen about the massive wagers in prediction markets on the war with Iran. Then he discusses Anduril’s funding round and why a new wave of defense tech startups are shaking up the defense sector with Dan Primack. Finally, Ed gives his take on why defense might become the next investing trend.
Jonathan Cohen is the Policy Lead at the American Institute for Boys and Men and author of Losing Big: America’s Reckless Bet on Sports Gambling. Dan Primack is the business editor at Axios and author of the Pro Rata newsletter.
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29 min
March 04 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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29 min
March 03 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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34 min