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 352 episodes available.

Prof G Markets episodes:

April 22, 2026 Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
Ed Elson speaks with Patrick McGee and Tripp Mickle about what Apple’s next chapter looks like now that Tim Cook is officially stepping down. They discuss what he got right, where he fell short, and what investors should expect from Apple’s new CEO, John Ternus. Finally, Ed shares his perspective on Tim Cook’s long-term legacy and what it means for Apple’s future.
Patrick McGee is an award-winning journalist and author of Apple in China: The Capture of the World's Greatest Company. Tripp Mickle is a tech reporter for the New York Times, and author of After Steve: How Apple Became a Trillion-Dollar Company and Lost Its Soul.
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36min
April 21, 2026 Iran War Will Cost Every Household $50,000
Ed Elson speaks with Justin Wolfers to unpack the latest developments in the war, including what the ceasefire really means and how to interpret the Defense Department’s proposed budget. Then, Rich Greenfield joins the show to analyze Netflix’s post-earnings stock drop and assess how Disney’s new CEO is performing. Finally, Ed explains why AI’s growing backlash may be less about technology, and more about rising wealth inequality.
Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Rich Greenfield is the Co-Founder and TMT Analyst at LightShed Partners.
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39min
April 20, 2026 Stocks Rip to Record Highs, Leaving War in the Dust
Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline fatigue” as investors tune out the risks from the war. They also dive into the growing backlash against AI, why public sentiment is turning negative, and what it means for Big Tech companies and their long-term outlook. Finally, they revisit their top big tech stock pick for the year, laying out why they remain bullish and what could drive the stock higher from here.
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1h 19min
April 17, 2026 Is the Labor Market About to Tip Us Into Recession? — ft. Kathryn Anne Edwards
Ed Elson and Scott Galloway are joined by Kathryn Anne Edwards to break down the cracks in the labor market and unpack whether more layoffs are on the horizon. They discuss how shifting immigration trends are reshaping the jobs market and why AI is only one factor behind the challenges young workers are facing.
Kathryn Anne Edwards is a PhD economist and economic policy consultant. She writes a weekly column on the economy for Bloomberg and is the host of the Optimist Economy podcast.
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1h 12min
April 16, 2026 Wall Street Is Thriving on Chaos — Will It Last?
Ed Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Amazon’s acquisition of Starlink competitor Globalstar with Tim Farrar. Finally, Ed gives his take on Allbirds’ rebrand as an AI company.
Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates.
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34min
April 15, 2026 Violent Backlash: What the Sam Altman Attacks Signal for AI
Following the violent attacks on Sam Altman, Bradley Tusk and Brian Merchant join Ed Elson to break down why AI is facing growing resistance. They explore the future of AI regulation, how politicians should position themselves in the debate, and whether rising tensions could lead to more disruption or violence.
Bradley Tusk is the founder and CEO of Tusk Ventures. Brian Merchant is a tech journalist and author of the Blood in the Machine Substack.
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Check out Bradley’s latest piece on AI regulation
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35min
April 14, 2026 The Oil Blockade Isn’t Spooking Markets — Yet
Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement.
Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer.
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38min
April 13, 2026 Don't Try to Beat This Market — Here's What to Do Instead
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Ed Elson and Josh Brown unpack how markets have responded to developments in Iran and explain why regular investors are in a better position to ride out the volatility than they think. They then explore Josh’s recent move into software stocks, highlighting opportunities in the sector. They also discuss why the Magnificent 7 is struggling while HALO stocks are gaining momentum right now, and take a look at the upcoming IPOs from SpaceX, Anthropic, and OpenAI.
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55min
April 10, 2026 The “Ceasefire” Won’t Save The Economy — ft. Mark Zandi
Ed Elson is joined by Mark Zandi to break down what the tenuous ceasefire in Iran means for the U.S. economy and investors. They discuss his forecast for inflation, what the Federal Reserve is likely to do next, and the probability of a recession.
Mark Zandi is the chief economist of Moody’s, a leading provider of economic research, data and analytical tools. He also hosts the Inside Economics podcast.
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48min
April 09, 2026 Markets Are Betting the Iran War Is Over — Is it?
Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market.
Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group.
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34min

FAQs about Prof G Markets:

How many episodes does Prof G Markets have?

The podcast currently has 352 episodes available.

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