Why a Doomsday AI Blog Wiped Out $300 Billion
Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong...
25 Feb 36min
Billions in Tariff Refunds — Who Gets the Money?
Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and Ryan Petersen. Then he shares his thoughts on what ...
24 Feb 33min
Why Big Tech Is Losing to Boring Stocks
Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe. They also debate the latest wave of proposed wealth...
23 Feb 1h 8min
Supreme Court Strikes Down Trump’s Tariffs
In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what it could signal about his next move. Subscribe to th...
20 Feb 21min
Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software ...
20 Feb 1h 10min
China’s AI Is 20x Cheaper — And Catching Up
Ed Elson breaks down the latest AI launches from Chinese companies with Alice Han, co-host of the China Decode podcast. Then, he discusses why Sweden is considering switching to the Euro and what that...
19 Feb 31min
Netflix Dares Paramount to Bid Higher
Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is joined by Alex Heath, founder of the Sources newsl...
18 Feb 32min
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 Feb 33min
