Podcast · Business

Prof G Markets

by Vox Media Podcast Network · English · Business

New episodes: Daily
Typical length: 38 min
Latest: 7 Oct 2026
Language: English

Latest episode

7 Oct 2026 · 37 minNew

Why The S&P Just Hit A Record High — Despite Soaring Yields

Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S. financial commentator for the Financial Times and author of the Unhedged newsletter. Vote for…

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Earlier episodes 29 most recent

6 Oct 2026 · 41 minNew

Brazil’s Far-Right Is Surging — Investors Love It

Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down the September jobs report and the warning signs she sees in the data. Finally, Ed shares his take on the SEC’s decision to change its quorum law. Monica de Bolle is a Senior Fellow at the Peterson Institute for International Economics. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast. Vote for Prof G Markets at the Signal…
5 Oct 2026 · 1 hr 11 minNew

5 Stocks Are Carrying The Market — Here's How To Protect Yourself

Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make the case for why now could be the time to buy bonds. Finally, they discuss the changes John Ternus is making at Apple and debate whether the company’s new smart home hub will be a success. Vote for Prof G Markets at the Signal Awards here 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…
4 Oct 2026 · 1 hr 4 min

This EU Firm Made Billions Buying Up Forgotten Tech

Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and how it decides which companies to buy. They also discuss the role of headcount reduction in Bending Spoons’ strategy, what it’s like to build a company in Europe, and how the company uses AI to transform the businesses it acquires. Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Oct 2026 · 11 min

How America Got Hooked On Sports Betting

In this debut episode of Ed Elson’s newsletter, Simply Put, Ed breaks down how the sports betting economy captured America. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Oct 2026 · 51 min

Steve Eisman: One Company Could Break The AI Boom

Ed Elson is joined by Steve Eisman to discuss why he thinks Anthropic and OpenAI are manufacturing a crisis. Steve explains why he wouldn’t invest in the Anthropic IPO and what he’ll be looking for when the S-1 finally drops. He also breaks down why he thinks high yields could result in a market correction, which company he is shorting, and what his investment strategy currently looks like. Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram,…
1 Oct 2026 · 32 min

The FTC Is Investigating OpenAI — Here’s Why

Ed Elson is joined by Madison Mills to discuss the FTC’s investigation into OpenAI and Anthropic. She also breaks down her reporting on the agentic security breaches involving the companies. Then, Justin Wolfers returns to unpack the latest inflation report and explain what the bond market is signaling about the health of the economy. Finally, Ed shares his take on President Trump’s meeting with AI leaders. Madison Mills is a senior AI reporter at Axios. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. Vote for…
30 Sep 2026 · 31 min

Anthropic’s Financials Revealed — The Losses Are Stunning

Ed Elson is joined by Paul Kedrosky to break down the biggest takeaways from Anthropic’s S-1. Then, Jay Ritter joins the show to discuss why Oura delayed its IPO and what the decision says about the broader IPO market. Finally, Ed shares his take on the news that Manchester City was found guilty of financial violations. Paul Kedrosky is the Managing Partner at SK Ventures. Jay Ritter is the Director of The IPO Initiative at the University of Florida. Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram Follow Ed…
29 Sep 2026 · 36 min

Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity

Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he makes of the company’s valuation. Finally, Ed gives his take on the next phase of the AI safety debate. Michael Green is the CEO and CIO of Tier1 Alpha Asset Management. Gil Luria is the Head of Technology Research at D.A. Davidson. You can find more information about Ramp’s data here Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram Follow Ed on…
28 Sep 2026 · 1 hr 10 min

Investors Are Turning Against Data Centers (Here's Why)

Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with Scott explaining why he remains bullish on the stock despite its recent decline. Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of…
25 Sep 2026 · 1 hr 2 min

How To Actually Regulate AI — ft. Alex Bores

Ed Elson and Scott Galloway are joined by Alex Bores to discuss what the path toward AI regulation could look like and the specific actions he believes are needed to reduce the potential catastrophic risks posed by AI. He also explains who should be held accountable, explores the role of third-party audits in regulating AI, addresses the data center concerns he believes policymakers should prioritize, and weighs in on which states are taking the right approach to AI regulation. Alex Bores is the co-founder of Who Decides, a new organization working to give the public a voice in how AI…
24 Sep 2026 · 33 min

Bonds Are Going Haywire Again — Howard Marks Explains Why

Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN General Assembly so far and where the relationship between the U.S. and Iran stands. Finally, Ed gives his take on an AI data center provider delaying its IPO. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Daniel Baer is the former U.S. Ambassador to the Organization for Security and Cooperation in Europe and the Interim President of the Carnegie Endowment for…
23 Sep 2026 · 32 min

Oil Expert: We Can’t Predict Iran Anymore

Ed Elson is joined by Matt Smith to break down how Trump’s latest threats are driving oil prices and where he thinks they’re headed next. Then, Jonathan Cohen returns to discuss the state of the sports betting market and what the regulatory landscape could look like going forward. Finally, Ed explains why he thinks the AI debate is the dumbest conversation of the year. Matt Smith is the Director of Commodity Research at Kpler. Jonathan Cohen is the Policy Lead at the Institute for Boys and Men and author of Losing Big: America’s Reckless Bet on Sports Gambling. Subscribe to the Prof G…
22 Sep 2026 · 30 min

David Ellison’s Media Takeover Just Got Greenlit

Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to buy a house right now. Finally, Ed shares his thoughts on Amazon’s decision to ban Meta’s new AI agent, Muse. Rohan Goswami is a business reporter at Semafor. Conor Sen is the founder and CEO of Peachtree Creek Investments and author of the Housing Frame substack. Subscribe to the Prof G Markets…
21 Sep 2026 · 1 hr 4 min

How Meta Could Quietly Win The AI Race

Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product and why they see it as a smart move for the company. Finally, they examine what Canada becoming an associate member of the European Union could mean for the United States. Subscribe to the Prof G Markets Youtube Channel 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. Follow the podcast across socials @profgmarkets Follow…
18 Sep 2026 · 1 hr 6 min

He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom

Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses the probability of catastrophic outcomes. He also shares his thoughts on the rapid advancement of AI capabilities, what a world with superintelligence could look like, and some of the best-and worst-case scenarios for the future of the technology. Nick Bostrom is an AI philosopher and best-selling author of Superintelligence and Deep Utopia. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G…
17 Sep 2026 · 36 min

Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to the AI apocalypse fears in the U.S. Finally, Ed shares his thoughts on the news that the EU invited Canada to become its first associate member. Robert Armstrong is the author of the Unhedged Newsletter and US financial commentator for the Financial Times. Alice Han is a Director at Greenmantle. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram…
16 Sep 2026 · 39 min

AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s driving treasury yields higher and whether or not a rate hike is the right decision. Finally, Ed shares his thoughts on the news that the average 30-year mortgage rate rose above 7% for the first time in 15 months. Ed Zitron is the host of Better Offline and author of the newsletter Where's Your Ed At. Mark Zandi is the Chief Economist at Moody’s Analytics. Subscribe to the Prof G Markets Youtube Channel Follow Prof…
15 Sep 2026 · 28 min

Why OpenAI And Anthropic Are Pumping The Brakes

Ed Elson is joined by Charlie O'Neill to break down how OpenAI and Anthropic responded to mass extinction concerns and where regulation might go from here. Ed also shares his thoughts on Anthropic's reported second-straight quarter of profitability. Charlie O'Neill is the Co-Head of Model Training at Baseten. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Sep 2026 · 1 hr 13 min

The Rate Hikes Are Coming

Scott Galloway and Ed Elson assess the U.S. macroeconomic picture and whether they think Kevin Warsh will raise interest rates in response. Ed also explains why he believes we need to start reckoning with the possibility of “forever inflation.” Then, they run through some of the biggest recent AI headlines, including a viral post warning about the existential risks of AI. Finally, they discuss the iPhone Duo and what’s next for Apple as John Ternus takes over from Tim Cook. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a…
11 Sep 2026 · 1 hr 7 min

Why The Bond Market Is Starting To Revolt — ft. Katie Martin

Ed Elson and Scott Galloway are joined by Katie Martin to discuss why bond markets are flashing warning signs and what’s driving the global debt selloff. They also break down how AI spending, Fed policy, and government borrowing are reshaping markets. Katie Martin is the markets columnist and editorial board member at the Financial Times. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing…
10 Sep 2026 · 33 min

Anthropic Whistleblower Says AI Could “Kill Us All”

Ed Elson is joined by Alex Kantrowitz to break down whether mass extinction concerns raised by an Anthropic researcher should be taken seriously. Then, Patrick McGee joins to give his take on the new foldable iPhone. Ara Kharazian also joins to unpack new data tracking how much American businesses are actually spending on AI. Finally, Ed shares his thoughts on the Anthropic researcher’s warning. Alex Kantrowitz is the author of the Big Technology newsletter and host of the Big Technology Podcast. Ara Kharazian is the Lead Economist at Ramp. Patrick McGee is an award-winning journalist and…
9 Sep 2026 · 37 min

Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney

Ed Elson is joined by Mike Moffatt to break down Canada’s retaliatory tariffs against the U.S. and what it means for the relationship between the two countries. Then, John Burn-Murdoch joins to unpack why the OECD’s global education report card was the worst on record and how it could impact the international economy. Finally, Ed gives his take on America’s debt problem. Mike Moffatt is a Canadian economist and Founding Director at the Missing Middle Initiative. John Burn-Murdoch is a columnist and the chief data reporter for the Financial Times. Subscribe to the Prof G Markets Youtube…
8 Sep 2026 · 38 min

OpenAI Says “AGI” Is Here — What Does That Actually Mean?

Ed Elson is joined by Gary Marcus to break down OpenAI’s new Astra model and whether or not AGI has actually arrived. Then, Kathryn Anne Edwards returns to unpack the August jobs report and what it reveals about the current state of the labor market. Finally, Ed shares why he is concerned about the results of Germany’s recent election. Gary Marcus is an author, scientist, entrepreneur, and Emeritus Professor of Psychology and Neural Science at NYU. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast. Subscribe to the Prof G Markets Youtube Channel Follow Prof G…
6 Sep 2026 · 58 min

Why Nobody Trusts the News — And How to Fix It

Ed Elson sits down with Jim VandeHei, co-founder and CEO of Axios, to discuss how AI is reshaping the media industry, what role it should play in newsrooms, and why he believes AI will ultimately make human journalism more valuable. They also discuss how distrust in the media influenced his decision to launch Axios, where he draws the line between journalism and commentary, and what he makes of today’s rapidly changing media ecosystem. You can check out Jim's new book, SIMPLIFY: Do 50 Percent More with 50 Percent Less, here. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Sep 2026 · 1 hr

Tyler Cowen: The AI Bears Are Asking The Wrong Questions

Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good thing. They also discuss who stands to benefit most from AI, why cybersecurity is a growing concern, how he would grade the U.S. economy today, and what he sees as the biggest obstacle to AI’s continued growth. Tyler Cowen is an economist, author, podcaster and chair of the Mercatus Center at George Mason University. Subscribe to the Prof G Markets Youtube Channel Check out…
3 Sep 2026 · 38 min

Bonds Are Warning Of A Global Inflation Crisis

Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his thoughts on why bond investors are fed up with the Trump administration. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and host of the Sources podcast. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram…
2 Sep 2026 · 33 min

Geopolitical Expert: Iran War May Drag On For Years

Ed Elson is joined by Ian Bremmer to break down the latest attacks in Iran and why the markets are finally pricing in a longer war. Then, Jonathan Kanter joins the show to unpack the FTC’s new lawsuit against Amazon and give his take on Meta’s “big tobacco” moment. Finally, Ed shares his thoughts on Anthropic’s new deal with cloud company Lambda. Ian Bremmer is the Founder and President of Eurasia Group. Jonathan Kanter is the former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice. Subscribe to the Prof G Markets Youtube Channel Check out our latest…
1 Sep 2026 · 35 min

Why Bessent Tried To Rescue The Bond Market (And Failed)

Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not it raises larger concerns for the industry. Finally, Ed shares his thoughts on the recent SaaS rally and what he thinks we can learn from it. Robert Armstrong is the US financial commentator for the Financial Times and author of the Unhedged Newsletter. Deirdre Bosa is the founder of DB Live. Subscribe to the Prof G Markets Youtube Channel Check out our…
31 Aug 2026 · 58 min

Scott Galloway On Money, Happiness, And The Search For Enough

Scott Galloway and Ed Elson discuss how Scott’s relationship with money has evolved over the course of his life. They unpack the exact moment that Scott became obsessed with money, how it became an addictive substance, and why he still has fears of going broke. He ends with advice on how to get through financial hardships. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn…

About Prof G Markets

Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.

Prof G Markets is a English business podcast from Vox Media Podcast Network. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Vox Media Podcast Network
Language: English
Category: Business
New episodes: Daily
Typical length: 38 min
Latest episode: 7 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1744631325
Website: podcasts.voxmedia.com/show/prof-g-markets

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