Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock
Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business editor at Axios and the author of the daily Pro Rata n...
4 Nov 202531min
AI is Taking Jobs — Here’s How to Stay Indispensable
Scott Galloway and Ed Elson break down Big Tech’s latest earnings and discuss which companies might be over or undervalued. They also examine how AI is reshaping the job market, and how workers should...
3 Nov 20251h 9min
Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin
Ed Elson and Scott Galloway are joined by Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, to discuss his new book, “1929,” and the striking pa...
31 Okt 20251h 6min
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, a...
30 Okt 202528min
What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO
Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its new for-profit arm. Then he and Scott Galloway dive i...
29 Okt 202527min
How Milei’s Surprise Win in Argentina Defied the Market
Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the election in Argentina. Then Robert Armstrong, US financ...
28 Okt 202532min
How China’s AI Efficiency Could Gut the U.S. Economy
Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and cons...
27 Okt 20251h 15min
Are We Building AI for Progress or Power? — ft. Daron Acemoglu
Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, sh...
24 Okt 202555min
