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Prof G Markets

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Latest episodes

  • Why The Tech Selloff Just Reversed Course

    October 20, 2026 · 34 min

    Ed Elson is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market. Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and…

  • Why The Stock Market Is Booming — But Your Paycheck Isn't

    October 19, 2026 · 1 hr 20 min

    Scott Galloway and Ed Elson break down the latest inflation report, explaining why they think the consumer spending data may be misleading and why real wage growth is the economic indicator that matters most. Then, they examine the latest…

  • How The Children Of Billionaires Took Over America

    October 17, 2026 · 11 min

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks how America gave rise to a new ruling class: the inheritocracy. He breaks down the economic stakes of inherited wealth, and how it could transform society as we know it…

  • Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed

    October 16, 2026 · 59 min

    Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers, why overbuilding remains a recurring problem, the warning…

  • CoreWeave Is Imploding — And Taking AI Stocks Down With It

    October 15, 2026 · 36 min

    Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what…

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  • Elon Musk Spent $366M On The Midterms — Will It Work?

    October 14, 2026 · 38 min

    Ed Elson is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out. Then, Gil Luria joins to unpack the sell-off in chip stocks and what…

  • Has Nvidia Become Too Big To Fail?

    October 13, 2026 · 25 min

    Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season…

  • How Fraud Became A Winning Strategy

    October 10, 2026 · 12 min

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks the rise of fraud, tracing its impact from Manchester City to the startup world, all the way to the President of the United States. Vote for Simply Put at the Signal Awards…

  • Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI

    October 9, 2026 · 1 hr 22 min

    Ed Elson is joined by Cal Newport to discuss AI’s impact on children and mental health and how AI companies are addressing these risks. They also explore what AI “gone right” would look like, whether large language models are the future of…

  • SpaceX Raised $111B — It Already Needs More

    October 8, 2026 · 40 min

    Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance…

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

    October 7, 2026 · 41 min

    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…

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

    October 6, 2026 · 44 min

    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…

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About the show

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.