AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
Prof G Markets7 Loka 2025

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in on some updates from OpenAI’s DevDay 2025. Then, he and Scott dive into Paramount’s $150 million acquisition of The Free Press and what Bari Weiss’s new role as Editor-in-Chief could mean for the future of CBS News. Vote for Prof G Markets at the Signal Awards Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Apple Just Declared War On OpenAI

Apple Just Declared War On OpenAI

Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s ...

14 Heinä 29min

Wall Street Is Pumping SpaceX — So Why Is It Falling?

Wall Street Is Pumping SpaceX — So Why Is It Falling?

Patrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targe...

13 Heinä 1h 10min

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He ...

10 Heinä 1h 5min

What Wall Street Got Wrong About Iran

What Wall Street Got Wrong About Iran

Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss ...

9 Heinä 30min

Why The World Is Spending More On War

Why The World Is Spending More On War

Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to...

8 Heinä 33min

SpaceX Just Got Fast-Tracked Into Your Portfolio

SpaceX Just Got Fast-Tracked Into Your Portfolio

Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the sho...

7 Heinä 34min

OpenAI Wants A Government Bailout

OpenAI Wants A Government Bailout

Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss why they don’t think there’s any justification for...

6 Heinä 1h 5min

Healthcare is Broken—This Company Wants to Fix It

Healthcare is Broken—This Company Wants to Fix It

Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone...

5 Heinä 1h

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