Today

OpenAI Hits Pause On Its IPO

Ed Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitcoin selloff means for the crypto market. Finally, Ed gives his take on new data about the AI boom that raises even more concerns abo ... Show More

27m 10s

Yesterday

This Market Is Directionless (And That Should Scare You)

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories of the past six months and explain why they believe investors may be approachin ... Show More

1h 12m

Jun 26

AI Is Dumber Than Investors Think — ft. Gary Marcus

Ed Elson is joined by Gary Marcus to discuss why he’s concerned about the fact that we’re all-in on AI. They explore why he argues generative AI is inherently unreliable, whether the concerns surrounding Anthropic's Mythos model are justified, how policymakers should approach AI ... Show More

59m 17s

Oct 2024

Prof G Markets: An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cer ... Show More

53m 5s

Oct 2024

Why Sell to Private Equity: Former Guest Has an Exit

Register for the webinars:<ul><li><a href="https://bit.ly/4gQqKP5">Which Business Should You Buy?</a> - Thu Oct 10 - https://bit.ly/4gQqKP5</li></ul> Taylor Wallace & Tyler O'Connor return to discuss selling to private equity & the painful reality of managing ... Show More

1h 29m

May 2025

Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)

Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building ... Show More

51m 6s

Mar 2024

Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]

My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More

1h 1m

Aug 2024

Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expe ... Show More

46m 44s

Nov 2024

Prof G Markets: ChatGPT’s First Victim + The Department of Government Efficiency (DOGE)

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Spotify and Disney’s earnings, a gambling company’s strong third quarter results, and Elliot Management’s activist investment in Honeywell. Then Scott breaks down how Chegg allowed ChatGPT ... Show More

50m 57s

May 2025

Prof G Markets: Is Google a Buy? + Is Uber Recession Proof?

Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ... Show More

57m 51s

Sep 2023

How to Buy the Business Where You Work

Corey Veverka acquired the business where he had worked for years, mitigating his risk & removing the need for a search. Topics in Corey’s interview:<ul><li>Corey bought a business without doing a search</li><li>Accepting that buying a $5m business can be "norma ... Show More

1h 3m

Jul 2024

Prof G Markets: Will Tesla’s Robotaxi Ever Arrive? + Sin Stocks and Zyn Nicotine Pouches

Follow Prof G Markets: Apple Podcasts Spotify Scott shares his thoughts on Tesla’s lackluster earnings and explains how the electric vehicle industry has suffered from overinvestment. He also breaks down why Tesla’s stock could suffer if Trump doesn’t get elected. Then, Scot ... Show More

48m 14s

Jan 2025

Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as ... Show More

51m 51s

Democratizing the Private Markets — ft. ...