Stocks Rip to Record Highs, Leaving War in the Dust

Stocks Rip to Record Highs, Leaving War in the Dust

Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline fatigue” as investors tune out the risks from the war. They also dive into the growing backlash against AI, why public sentiment is turning negative, and what it means for Big Tech companies and their long-term outlook. Finally, they revisit their top big tech stock pick for the year, laying out why they remain bullish and what could drive the stock higher from here. Get your tickets to the Prof G Markets Tour Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack 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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Avsnitt(364)

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 Juli 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 Juli 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 Juli 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 Juli 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 Juli 41min

Chip Stocks Are On Fire — Will It Last?

Chip Stocks Are On Fire — Will It Last?

Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spi...

1 Juli 31min

OpenAI Hits Pause On Its IPO

OpenAI Hits Pause On Its IPO

Ed Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitcoin selloff means for the crypto market. Finally, Ed...

30 Juni 27min

This Market Is Directionless (And That Should Scare You)

This Market Is Directionless (And That Should Scare You)

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories...

29 Juni 1h 12min

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