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

October 24, 2025 Are We Building AI for Progress or Power? — ft. Daron Acemoglu
Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, shares his biggest concerns about America’s future, and offers advice for the next generation of scholars.

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56 min
October 23, 2025 Tesla Profits Plunge 37% Despite Record Sales — Here’s Why
Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood News, returns to the show to unpack how Beyond Meat joined the meme stock craze.
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28 min
October 22, 2025 Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer
Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google.
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29 min
October 21, 2025 Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberation Day.
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31 min
October 20, 2025 AI is Running Up America’s Energy Costs — Who’s Footing the Bill?
Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health concerns and consider who’s really responsible for fixing the problem. Finally, they look at two fast-rising challengers to SpaceX and the new investment opportunities emerging in the space race.
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1 hr 7 min
October 17, 2025 Why AI Needs Antitrust Intervention — ft. Jonathan Kanter
Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enforcement is more critical than ever. He also weighs in on the Ticketmaster lawsuit, the rising backlash against capitalism, and why the energy sector is one to watch.

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1 hr 4 min
October 16, 2025 Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever
Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcasts. Finally, Ed dives into a $40 billion deal to buy one of the world’s biggest data center operators.
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33 min
October 15, 2025 China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market
Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and China. Then, Telis Demos, writer and co-host of the Wall Street Journal’s “Take on the Week” podcast, joins the show to help break down earnings from JP Morgan, Goldman, Citi, and Wells Fargo.
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34 min
October 14, 2025 Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously.

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35 min
October 13, 2025 The AI Bubble Is Real — Here’s How to Prepare for the Pop
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes down to one factor: the freedom to fire.
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1 hr 15 min