The Iran War Risk Markets Are Ignoring
Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed also maps out the “what-if” scenarios Wall Street m...
9 Mars 58min
Is Private Credit The Next 2008? — ft. Steve Eisman
Scott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains why the war with Iran isn’t changing his investment...
6 Mars 1h 4min
$500M Bet On The Iran Strike — Before It Happened
Ed Elson speaks with Jonathan Cohen about the massive wagers in prediction markets on the war with Iran. Then he discusses Anduril’s funding round and why a new wave of defense tech startups are shaki...
5 Mars 28min
Why The Iran War Could Reignite Inflation
Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks investors and Americans are ignoring, and discuss wh...
4 Mars 28min
War With Iran: Why Oil Didn’t Spike As Expected
Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon wi...
3 Mars 33min
What the AI Scare Gets Wrong
Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real dat...
2 Mars 1h 20min
Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour
Scott Galloway and Ed Elson are joined by Tarek Mansour to break down why prediction markets are surging in popularity, and whether they’re really any different from gambling. They also explore how th...
27 Feb 56min
Nvidia’s Blowout Can’t Calm AI Anxiety
Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Unio...
26 Feb 33min
