Prof G Markets

Ed Elson is joined by Paul Johnson to discuss why Keir Starmer stepped down as Prime Minister and what his resignation reveals about the deeper challenges facing the U.K. economy. Then, Brian Kersmanc breaks down how markets are responding to the latest developments in the U.S.-Iran negotiations and what they signal for oil prices. Finally, Ed explains why the U.K.'s struggles may offer a cautionary lesson for other economies.

Paul Johnson is an economist and Provost of The Queen's College at Oxford. Brian Kersmanc is a Portfolio Manager at GQG Partners.

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Scott Galloway and Ed Elson break down the memorandum of understanding between the United States and Iran and explain why the agreement was unlikely to succeed from the start. Then, they unpack the financials behind OpenAI and Anthropic, exploring what it would take for either company to become profitable, and when that might actually happen. Finally, they revisit Snap Specs to examine why the product flopped, and why Snap’s dual-class share structure makes meaningful change at the company nearly impossible.

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Ed Elson and Scott Galloway are joined by Barry Ritholtz to break down the market's reaction to the SpaceX IPO, including whether he thinks the valuation is justified and why he's concerned about the company's float. They also discuss why he believes comparisons to the dot-com bubble are misguided, what he makes of the circular deals in the AI industry, and how he thinks about hedging in today's market.

Barry Ritholtz is the co-founder, chairman and chief investment officer of Ritholtz.

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Ed Elson is joined by Mark Gurman to discuss what investors thought about Snap's new AR Specs and what the launch says about the company's future. Then, Mark Zandi breaks down the Fed's latest interest rate decision and whether a rate hike is still on the table this year. Later, Vasant Dhar joins the show to explore what role AI should play in investing. Finally, Ed explains why he believes Snap's latest bet could be the final nail in the coffin for the company.

Mark Gurman is the Managing Editor and Chief Correspondent for Bloomberg News. Mark Zandi, Chief Economist at Moody's Analytics. Vasant Dhar is a professor at NYU Stern, founder of SCT Capital Management and author of Thinking With Machines.

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Ed Elson is joined by Ed Zitron to discuss OpenAI’s leaked financials and how much money they are actually losing. Then, Nicolas Owens joins the show to unpack why he thinks SpaceX is overvalued. Finally, Ed explains why he thinks the markets have entered Crazy Town.

Ed Zitron is the author of the Where’s Your Ed At Newsletter, and the Better Offline Podcast. Nicolas Owens is an equity analyst for Morningstar. 

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Ed Elson is joined by Karim Sadjadpour to discuss the new agreement between the U.S. and Iran and whether or not this war is permanently resolved. Then, Reed Albergotti joins the show to unpack why the White House put export restrictions on Anthropic’s Mythos models. Finally, Ed explains why he is cautiously optimistic for a real end to the war with Iran.

Karim Sadjadpour is a Senior Fellow at the Carnegie Endowment for International Peace. Reed Albergotti is a Tech Editor at Semafor. 

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Scott Galloway and Ed Elson dive into SpaceX’s highly anticipated IPO, exploring the company’s first hours on the public market, the role scarcity played in driving demand, and where the stock could be headed over the next six months. They then discuss the latest inflation data and whether renewed price pressures are likely to stick around. Finally, they examine FIFA’s World Cup ticket pricing strategy and the potential impact of rising costs on fans and the atmosphere inside the stadium.

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Ed Elson and Scott Galloway are joined by Howard Marks to discuss whether the IPOs from SpaceX, Anthropic and OpenAI are legitimate investments or signs of irrational exuberance. They explore how investors should think about the enormous uncertainty of AI, where opportunities still exist in an increasingly expensive market, and whether fears about private credit are overblown or warranted. 

Howard Marks is the co-founder and co-chairman of Oaktree Capital Management.

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Ed Elson is joined by Gil Luria to discuss what the blockbuster SpaceX IPO means for markets. Then, Mark Zandi breaks down the hottest inflation print in three years. Later, Alex Heath unpacks the biggest announcements from Apple's WWDC and why investors were underwhelmed. Finally, Ed shares his final message to listeners ahead of the SpaceX IPO. 

Gil Luria is the Head of Technology Research at D.A. Davidson. Mark Zandi is the Chief Economist at Moody’s Analytics. Alex Heath is the author of the sources newsletter and co-host of the Access podcast.

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Ed Elson is joined by Rachel Karten and Allison Schrager to explore how influencers became the dominant force in the consumer economy. They discuss why young people are so interested in viral products, how social media is accelerating “winner-take-all" dynamics, and whether going viral is a sustainable growth strategy for businesses. 

Rachel Karten is the author of the Link in Bio newsletter. Allison Schrager is a senior fellow at the Manhattan Institute and columnist for Bloomberg. 

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