Prof G Markets

By Vox Media Podcast NetworkBusiness Entrepreneurship Investing

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Typical duration
39 min
per episode
If it hooks
47%
finish an episode

Based on Podcast App listening data

Prof G Markets episodes

November 07, 2025 Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk
Ed Elson and Scott Galloway are joined by Bradley Tusk, venture capitalist, political strategist, and writer, to break down the economics of Zohran Mamdani’s policies. Bradley also shares his thoughts on the Mayor-elect means for New York and the future of the Democratic party.
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59 min
November 06, 2025 Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman, business and finance editor at Semafor, joins the show to break down how Wall Street is responding to the NYC mayoral election results.
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31 min
November 05, 2025 Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality
Ed Elson is joined by Harley Finkelstein, President of Shopify, to break down the company’s third quarter earnings. Then, Jessica Tarlov, host of the Raging Moderates podcast, joins the show to discuss the economic toll of the longest government shutdown in history. Finally, Ed unpacks what NYC’s mayoral election says about where the city, and country, is headed.
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35 min
November 04, 2025 Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock
Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business editor at Axios and the author of the daily Pro Rata newsletter, returns to the show to discuss Kimberly-Clark’s $48 billion acquisition of Kenvue. Finally, Ed unpacks Amazon’s massive new deal with OpenAI and what it means for the company’s AI ambitions.
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32 min
November 03, 2025 AI is Taking Jobs — Here’s How to Stay Indispensable
Scott Galloway and Ed Elson break down Big Tech’s latest earnings and discuss which companies might be over or undervalued. They also examine how AI is reshaping the job market, and how workers should plan accordingly. Finally, they unpack the recent trade meeting between President Trump and Xi Jinping.
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1 hr 10 min
October 31, 2025 Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin
Ed Elson and Scott Galloway are joined by Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, to discuss his new book, “1929,” and the striking parallels between the great crash and today’s markets environment. He delves into the lessons we can learn from past financial crises, shares his insights on the upcoming New York mayoral race, and offers expert tips on the art of compelling storytelling.
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1 hr 7 min
October 30, 2025 Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. Then, Gil Luria, Head of Technology Research at D.A. Davidson, returns to the show to discuss Nvidia’s $5 trillion valuation milestone and what’s next for the company.
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29 min
October 29, 2025 What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO
Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its new for-profit arm. Then he and Scott Galloway dive into Amazon’s largest layoff in company history and what it signals about the stock. Finally, Ed explains why—even after hitting a $4 trillion valuation—he’s still not bullish on Apple.
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28 min
October 28, 2025 How Milei’s Surprise Win in Argentina Defied the Market
Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the election in Argentina. Then Robert Armstrong, US financial commentator for the Financial Times and author of the Unhedged newsletter, returns to the show to unpack what the latest CPI report says about the state of the economy.
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33 min
October 27, 2025 How China’s AI Efficiency Could Gut the U.S. Economy
Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and consider how to invest in the space. Finally, they break down reports that Warner Bros. Discovery might be up for sale and debate whether there are really multiple bidders for the company.
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1 hr 16 min