Inflation Is About to Get Worse
Ed Elson breaks down why the January inflation data is not what it seems with Mark Zandi, Chief Economist at Moody’s Analytics. Then, Ed is joined by Liz Hoffman, business and finance editor at Semafo...
17 Helmi 33min
The World Is In a Doom Loop — ft. Eswar Prasad
Ed Elson and Scott Galloway are joined by Eswar Prasad, Professor of trade policy and economics at Cornell University, former chief of the Financial Studies Division of the International Monetary Fund...
13 Helmi 1h 11min
The Jobs Report Is Worse Than It Looks
Ed Elson breaks down the January jobs report with Kathryn Anne Edwards, Labor Economist and host of The Optimist Economy podcast. They discuss why 2025 was the worst “non-recession” year for hiring si...
12 Helmi 35min
Google Goes All-In on the AI Arms Race
Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson upgraded Oracle’s stock. Then, Ed is joined by Doug O...
11 Helmi 29min
Why Markets Can’t Price AI
Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he discusses what’s happened to Bitcoin over the past tw...
10 Helmi 31min
Did Anthropic Just Kill Software?
Scott Galloway and Ed Elson unpack last week’s software sell-off, including which names could be potential buys. They then turn to the world of entertainment, from Disney’s next chapter to the Warner ...
9 Helmi 1h 13min
The American Affordability Crisis — ft. Neera Tanden
Ed Elson and Scott Galloway are joined by Neera Tanden, president and CEO of the Center for American Progress, to unpack affordability in America under the Trump administration. She also weighs in on ...
6 Helmi 41min
Google Doubles Down on Spending as AI Fear Returns
Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications of Google doubling its capital expenditures, and wha...
5 Helmi 32min
