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
Why Markets Aren’t Scared of Kevin Warsh
Ed Elson speaks with Mark Zandi, Chief Economist at Moody’s Analytics, about Trump’s pick of Kevin Warsh for chair of the Federal Reserve. Then, he breaks down why Disney’s stock fell after its earnin...
3 Feb 30min
Big Tech’s AI Vibe Shift
Scott Galloway and Ed Elson break down earnings from Microsoft, Meta, Tesla, and Apple. They also weigh in on Trump’s pick of Kevin Warsh for chair of the Federal reserve. Finally, they discuss which ...
2 Feb 1h
Something Has Broken In The U.S. — ft. Katie Martin
Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how investors are navigating another Trump TACO. She also wei...
30 Jan 1h 2min
Fed Holds Rates — Inflation Back in Focus
Ed Elson speaks with Michael Gapen, Chief U.S. Economist at Morgan Stanley, about the Fed’s path forward and the dollar’s decline. Then Ed breaks down Meta and Microsoft’s earnings with Gil Luria, Hea...
29 Jan 40min
EU Strikes Deal With India in Shift From U.S.
Ed Elson speaks with Liz Hoffman, Business and Finance Editor at Semafor, about the implications of the free trade deal between India and the EU. Then, he’s joined by Michael Ha, Senior Research Analy...
28 Jan 27min
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 ch...
27 Jan 33min
Davos Dispatch: World Order on Edge
Scott Galloway and Ed Elson break down the key takeaways from Davos, with Scott sharing what it was like on the ground. Ed highlights the speeches that stood out most, while Scott describes the mood a...
26 Jan 59min
