Your Bills Are About to Go Up — The Fed Can’t Stop It
Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will ...
19 Maalis 32min
Nvidia Says $1T Is Coming — The Market Isn’t Buying It
Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with I...
18 Maalis 31min
Why the Pentagon Is Hiring Wall Street Bankers
Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for br...
17 Maalis 28min
War With Iran Is Rewriting Global Markets
Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements ar...
16 Maalis 1h 2min
You Think You're Diversified, AI Disagrees — ft. Torsten Slok
Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the ...
13 Maalis 59min
What $4 Gas Would Do to the Economy
Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackso...
12 Maalis 29min
Pricing the Iran War's Future — Are Markets Right?
Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here. Katie ...
11 Maalis 45min
The Iran War’s Oil Shock — How Bad Could It Get?
Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust set...
10 Maalis 30min
