Today

Is Nvidia Selling More Chips Than Anyone Can Use?

Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings. Later, Thierry Wizman joins to unpack the fiscal crisis unfolding i ... Show More

50m 56s

Yesterday

Why The Tech Selloff Just Reversed Course

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 whether or not he thinks they actually w ... Show More

31m 40s

Oct 19

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

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 moves in AI stocks and Anthropic’s financ ... Show More

1h 15m

Oct 2024

Prof G Markets: Can A Podcast Change Southwest Airlines? + The College Consulting Business

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he ... Show More

55m 3s

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

Sep 2024

Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debat ... Show More

50m 31s

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

Jan 2025

Prof G Markets: The DOJ’s Landlord Lawsuit + Can Trump Buy Greenland?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Anthropic’s upcoming funding round, a huge drawdown in quantum stocks, and Getty Images’ acquisition of Shutterstock. Then Scott breaks down the Department of Justice’s lawsuit against som ... Show More

52m 36s

Jan 2025

Prof G Markets: The TikTok Showdown, UnitedHealth’s First Earnings Post-Shooting, and a Banking Boom

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the latest inflation report, Meta’s next round of layoffs, and the uncertain future of TikTok. Then Scott breaks down United Health’s first earnings call since the killing of executive Bri ... Show More

47m 40s

Jul 2024

Prof G Markets: Why is Silicon Valley Backing Trump? + A Glasses Company Acquires Supreme

Subscribe to Prof G Markets: Apple Podcasts Spotify Scott shares his thoughts on why Trump has attracted some of Silicon Valley’s most powerful donors. He also explains why he doesn’t recognize America anymore, especially since his move to London. Then, Scott and Ed discuss ... Show More

42m 24s

Feb 2025

Prof G Markets: Spotify’s First Year of Profitability + Is Google Losing its Edge?

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could driv ... Show More

53m 28s

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

Jul 2024

Prof G Markets: Nike’s Dramatic Downfall & Britain’s Road to Economic Recovery

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show with a discussion around why Microsoft and Apple have relinquished their board observer seats at OpenAI. Then Scott breaks down Nike’s fall from dominance, shares some insight from when Nike was a clien ... Show More

47m 54s

Why Are Millionaires Moving Abroad? + Th...