エピソード

  • Unemployment Climbs to a Four-Year High

    Unemployment Climbs to a Four-Year High
    2025/12/17
    Ed Elson unpacks the latest jobs report and what it reveals about the health of the labor market with Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast. Then Jon McNeill, CEO and Co-Founder at DVx Ventures, joins to discuss new developments at Tesla and Ford, and what they signal for the future of the EV space. Finally, Ed digs into new data showing TikTok Shop might be the next big retail platform. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and XFollow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    36 分
  • Why Oracle is Crashing Right Now

    Why Oracle is Crashing Right Now
    2025/12/16
    Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    27 分
  • What’s the Right Investment Strategy for 2026?

    What’s the Right Investment Strategy for 2026?
    2025/12/15
    Scott Galloway and Ed Elson synthesize the wide range of views guests have shared on what 2026 could hold, and lay out how they’re thinking about investment strategies for the year ahead. They then turn to the escalating battle for Warner Bros. Discovery, explaining why the showdown between Paramount and Netflix may just be getting started. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 6 分
  • The Bull Case for 2026 — ft. Tom Lee

    The Bull Case for 2026 — ft. Tom Lee
    2025/12/12
    Ed Elson and Scott Galloway are joined by Tom Lee, co-founder, managing partner, and head of research at Fundstrat Global Advisors, to break down why he’s so bullish on 2026. He also shares his outlook on Bitcoin, explains how his company is leveraging AI, and highlights the sectors he thinks are currently undervalued. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 10 分
  • What the Fed’s Third Rate Cut Means for 2026

    What the Fed’s Third Rate Cut Means for 2026
    2025/12/11
    Ed Elson discusses the Federal Reserve’s third interest rate cut with Mark Zandi, Chief Economist at Moody’s Analytics, unpacking what’s in store for the economy. Then, Scott Galloway shares his perspective on the SpaceX IPO. Finally, Ed highlights why MacKenzie Scott’s latest philanthropic efforts deserve more attention. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    30 分
  • Did the U.S. Just Hand its AI Edge to China?

    Did the U.S. Just Hand its AI Edge to China?
    2025/12/10
    Ed Elson unpacks the news that the U.S. is allowing Nvidia’s advanced H200 chip sales to China with Chris McGuire, Senior Fellow for China and Emerging Technologies at the Council on Foreign Relations. Then, Alex Heath, author of the Sources newsletter and co-host of the Access podcast, joins to explore Google’s new smart glasses and their implications for the wearables market. Finally, Ed breaks down what a new report on OnlyFans reveals about the loneliness problem in America. Subscribe to the Access podcast on YouTube Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    32 分
  • Paramount Goes Hostile With $108B Bid for Warner Bros.

    Paramount Goes Hostile With $108B Bid for Warner Bros.
    2025/12/09
    Ed Elson is joined by James Kynge, Senior Research Fellow at Chatham House and co-host of China Decode, to break down China’s record trade surplus and what it means for the U.S. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins to analyze Paramount’s hostile bid for Warner Bros. Discovery and how it stacks up against Netflix’s deal from an antitrust perspective. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    35 分
  • Netflix Wins the Warner Bros. Bidding War

    Netflix Wins the Warner Bros. Bidding War
    2025/12/08
    Scott Galloway and Ed Elson break down Netflix’s acquisition of Warner Bros. Discovery and what it means for the future of streaming. They then turn to the potential Anthropic IPO, examining how the AI narrative has evolved over the past year. Finally, they discuss the Trump Account Program and what America should be doing to better support kids before they turn 18. 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. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 時間 15 分