Prof G Markets

Prof G Markets

Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.

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Episoder(366)

The World Is In a Doom Loop — ft. Eswar Prasad

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 Feb 1h 11min

The Jobs Report Is Worse Than It Looks

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 Feb 35min

Google Goes All-In on the AI Arms Race

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 Feb 29min

Why Markets Can’t Price AI

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 Feb 31min

Did Anthropic Just Kill Software?

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 Feb 1h 13min

The American Affordability Crisis — ft. Neera Tanden

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 Feb 41min

Google Doubles Down on Spending as AI Fear Returns

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 Feb 32min

SpaceX’s $1.25 Trillion AI Bet

SpaceX’s $1.25 Trillion AI Bet

Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for...

4 Feb 33min

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