Prof G Markets
Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Join Scott Galloway and Ed Elson every weekday for no mercy, no malice insight on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. New episodes every Monday through Friday. Part of the Vox Media Podcast Network. Have a question or comment for us? Reach out to markets@profgmedia.com.
Episodes (53)
Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation
Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google monopoly case. Then Ed and Scott unpack how Africa...
Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem
Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kraft Heinz decided to break up. And finally, Ed dives...
Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winners and losers from an executive order shutting...
Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi
Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the economy is actually doing. He shares his insights on...
Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following the report. Then Ed takes a look at the new...
Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI
Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, to discuss Trump’s attempted firing of Federal...
U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to become Intel’s largest shareholder. Then, Ed breaks down...
AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then...
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive....
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research...
Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareholders have filed a class action suit against the...
Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again
Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware, returns...
Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the market is reacting to capex spending and what that...
The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks down how markets are responding to tariffs, where...
Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT
Ed and Scott share their predictions for Figma’s highly anticipated IPO. Then Ed breaks down why the Federal Reserve decided to hold interest rates steady and unpacks the price tag on the AI licensing...
Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter
Ed breaks down why Novo Nordisk’s shares plunged after an investor call, explains how tariffs have started to show up in Procter & Gamble’s earnings and unpacks why SoFi has been growing so...
Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation
Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall Street analysts have started upgrading Nike’s stock. Finally, he unpacks Anthropic’s latest funding...
Meme Stocks are Back — What’s Fueling the Resurgence?
Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in store for U.S. companies. Then, they dig into OpenAI and Oracle’s latest partnership. Ed explains why he...
Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson
Stuart Simpson, CEO of Vertical Aerospace, joins the show to break down the competitive landscape of the eVTOL market and where Vertical Aerospace sits in that landscape. He explains what a fully...
Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)
Ed and Scott break down the new U.S.-Japan trade agreement and what Wall Street’s reaction tells us about who really came out on top. Then, Ed digs into what’s pushing U.S. home prices to record...
Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift
Ed unpacks why Philip Morris’ stock stumbled after its second-quarter report, what Coca-Cola’s results reveal about the state of the junk food industry, and why Bari Weiss’ media startup, The Free...
Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO
Ed unpacks why Netflix’s stock fell despite a strong second-quarter earnings report. Then he and Scott dig into why an LVMH-backed investor group is buying into private aviation with a stake in...
Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading
Scott and Ed unpack the latest inflation data and why it’s sparking so much debate. Then, they dig into a record-breaking quarter for trading. Finally, they look at why Amazon is hitching a ride on...
The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show to break down Latin America’s economic landscape and examine how tariffs could impact its largest...
Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
Ed and Scott break down how markets responded to the latest tensions between Trump and Jerome Powell. Then, Ed explains why ASML’s stock tumbled following its second-quarter earnings. Finally,...
Inflation Ticks Up, U.S. Lifts China Chip Ban & The Department of Defense Teams Up with Big Tech
Ed takes a look at how the tariffs impacted the consumer price index for June, dives into why Nvidia and AMD can now resume chip sales to China, and breaks down the Department of Defense’s new...
Crypto Week Kicks Off in Congress, Will Tesla Invest in xAI? & Google’s $2.4B Windsurf Deal
Ed explains why Bitcoin hit a record high, dives into Tesla’s upcoming shareholder vote on a potential investment in xAI, and breaks down the latest twist in the saga between AI coding assistant...
Liberation Day 2.0 Is Here — When Will We See the Tariff Fallout?
Scott and Ed unpack what they think the impact of Trump's new wave of tariffs will be. Scott argues the move could inspire massive deal making that won’t involve the U.S. and Ed explains why he thinks...
State of Play in the Rideshare Wars — ft. David Risher, CEO of Lyft
David Risher, CEO of Lyft, joins the show to explain how the company is differentiating and gaining ground on Uber. He shares how Lyft is keeping customers loyal, why he gets behind the wheel himself,...
Nvidia Hits $4T, Yaccarino Steps Down from X & SpaceX Eyes $400 Billion Valuation
Ed breaks down how Nvidia became the first company ever to reach a $4 trillion market cap. Then he and Scott share their thoughts on why X CEO Linda Yaccarino is stepping down. Finally, Ed unpacks...
Shein’s Hong Kong IPO, 50% Tariffs on Copper? & Why China is Winning the EV Race
Ed breaks down Trump’s latest tariff updates, explains why Shein is pursuing a Hong Kong IPO, and unpacks why Tesla is falling behind Chinese competitors in the EV race.
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Trump Unveils Steep New Tariffs, TikTok Develops App for U.S. & CoreWeave’s $9B Acquisition
Ed breaks down Trump’s latest round of tariffs. Then he and Scott dig into why TikTok is reportedly building a separate app for U.S. users ahead of a potential sale. Finally, Ed unpacks CoreWeave’s $9...
How the Big Beautiful Bill’s Passage Will Reshape the Economy
Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed unpack what the GOP tax bill means for the economy now that it’s law. Robert argues we’re playing...
Paramount’s $16M Trump Settlement, Tesla’s Worst-Ever Delivery Drop & Figma’s IPO
Ed unpacks why the popular design software company Figma has decided to go public, breaks down Paramount’s $16 million payout to settle a lawsuit with Trump, and looks at why Tesla shares rose despite...
Trump-Elon Feud Reignites, Manufacturing Activity Contracts (Again) & Robinhood Tokenizes Stocks
Ed breaks down how Tesla’s stock reacted to Elon Musk’s latest fight with Trump, what the latest manufacturing data signals about the economy, and why Robinhood is making a big bet on tokenized shares...
The Meta-OpenAI Talent War, Canada Drops its Tech Tax & a GOP Blow to Clean Energy
Ed breaks down Canada’s decision to rescind its digital services tax, unpacks the escalating talent war between OpenAI and Meta, and takes a look at how the latest provision in the GOP tax bill could...
Markets 2025 Halftime Report
Scott and Ed break down why New York is pushing ahead with a new nuclear power plant. Scott makes the case for nuclear as a smart long-term investment, while Ed raises concerns about China’s growing...
The Dangerously Irresponsible Tax Bill — ft. Maya MacGuineas
Maya MacGuineas, president of the bipartisan Committee for a Responsible Federal Budget, joins the show to explain why she thinks the GOP tax bill will pass — and what its true impact will be. She...
Wall Street Panics Over NYC Mayor, Layoffs at Bumble & BNPL Debt Hits Your Credit Score
Ed and Scott unpack the economics behind Zohran Mamdani’s proposed policies. Then, Ed takes a look at why Bumble is struggling and why Buy Now, Pay Later debt is about to hit your credit...
Markets Shrug Off Israel-Iran Conflict, Polymarket’s $200M Round & a Stablecoin Warning
Ed and Scott give an update on the Israel-Iran ceasefire and how markets are responding. Then, Ed unpacks Polymarket’s new funding round and explains why the Bank for International Settlements is...
Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift
Ed highlights what the markets are signaling about the path forward in the Middle East. Then, he and Scott unpack Tesla’s robotaxi launch. Finally, Ed analyzes Trump Media’s new share buyback...
What the Falling Dollar Means for America
Scott and Ed unpack RFK Jr.’s push to make it harder, and pricier, for pharma companies to advertise directly to consumers, a move that could be the final blow to the broadcast industrial complex....
Doing the Math on Trump’s Economic Impact — ft. Justin Wolfers
Justin Wolfers, professor of public policy and economics at the University of Michigan, joins the show to break down the GOP tax bill, weigh in on the economic toll of the ICE raids, and explain why...
Nippon & U.S. Steel Deal Closes, Fed Holds Steady, and YouTube Wins Over Older Viewers
Ed breaks down how a “golden share” helped seal Nippon Steel’s $14 billion takeover of U.S. Steel, and explains why the Fed chose to hold interest rates steady. Then, he and Scott dig into new data...
OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay
Ed breaks down why homebuilder sentiment fell in June and takes a look at the growing tensions between OpenAI and Microsoft. He and Scott then unpack why Warner Bros. Discovery is slashing CEO David...
Israel-Iran Conflict Drives Oil Prices, Meta Monetizes WhatsApp, & Tron’s IPO Grift
Ed takes a look at how oil prices reacted to the conflict between Israel and Iran, why Meta is bringing ads to WhatsApp, and how crypto platform Tron plans to go public via reverse merger.
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What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump
Scott and Ed unpack Google’s voluntary employee buyouts and explain why they could drive away top talent. They then discuss the fallout from the Air India crash and what it means for Boeing, with...
Warning Signs From the Labor Market — ft. Kathryn Anne Edwards
Kathryn Anne Edwards, PhD economist and Bloomberg News columnist, joins the show to unpack the latest jobs report and what it reveals about the state of the labor market. She shares her take on...
Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again
Ed breaks down the new U.S.-China trade deal framework, explains what the May CPI report signals about the economy, and unpacks why Tesla is once again pushing back its robotaxi launch.
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World Bank Cuts U.S. Growth Outlook, Meta Invests in Scale AI, & Smucker’s Stock Tanks
Ed takes a look at new World Bank data projecting that U.S. economic growth will be cut in half this year, breaks down what went wrong with JM Smucker’s earnings, and unpacks the deal structure behind...
Warner Bros. Discovery Splits In Two, Apple’s WWDC Flops, & Tesla Gets Downgraded
Ed takes a look at Warner Bros Discovery’s move to split into two companies, breaks down the highlights from the opening day of Apple’s Worldwide Developers Conference, and unpacks why two analysts...
Trump & Elon Break Up Over the Tax Bill
Scott and Ed break down Reddit’s lawsuit against Anthropic, the controversy surrounding the new $TRUMP-branded crypto wallet, and why Warner Bros. Discovery shareholders rejected CEO David Zaslav’s...
Why the TACO Trade Matters — ft. Robert Armstrong
Scott and Ed discuss Trump’s move to double tariffs on steel and aluminum, the administration’s decision to enlist Palantir to streamline federal data sharing, and Meta’s plan to launch AI-powered ad...
About this Podcast
Language
en
Categories
Business, Investing, Entrepreneurship