Gold Hits $5K — What’s the Market Afraid Of?

Gold Hits $5K — What’s the Market Afraid Of?

Ed Elson speaks with Robert Armstrong, author of the Unhedged Newsletter, about how the markets reacted to Trump’s Greenland TACO, why gold hit a new milestone, and the frontrunner for the next Fed chair. Then, Ed is joined by Reed Albergotti, technology editor at Semafor, to discuss the terms of the finalized TikTok deal. Finally, Ed shares his take on how investors should really be thinking about gold. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(367)

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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 1h

Tom Lee's Case for S&P 8,000 Has One Big Catch

Tom Lee's Case for S&P 8,000 Has One Big Catch

Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, a...

3 Jul 1h 1min

The AI Trade Just Got A Warning From Meta

The AI Trade Just Got A Warning From Meta

Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s l...

2 Jul 41min

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