Scott and Ed open the show by discussing how Netflix’s stock reacted to the Paul vs Tyson fight, Trump’s plan to ease restrictions on autonomous vehicles, and how pharmaceutical stocks reacted to RFK Jr.’s nomination to Trump’s cabinet. Then Jigar Shah, director of the Loan Programs Office at the Department of Energy, joins the show to discuss what’s driving ... Show More
Today
Google vs. Nvidia: Is the AI Chip King Finally Under Threat?
Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins t ... Show More
32m 35s
Yesterday
Nasdaq Posts Best Day Since May as Fear & Greed Collide
Ed Elson is joined by Robert Armstrong, U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. Then Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast, returns to the show to dig into ... Show More
34m 51s
Nov 24
Even Nvidia Can’t Rescue the Market From the Fear Cycle
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies. ... Show More
1h 18m
Sep 2024
Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
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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
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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Scott and Ed open the show by discussing Saleforce’s earnings, Meta’s venture into nuclear energy, and the killing of UnitedHealthcare CEO Brian Thompson. Then Scott breaks down Amazon's decision to build a supercomputer, explain ... Show More
41m 30s
Oct 9
How Texas became America’s biggest producer of wind energy | Speed & Scale
This is the surprising story of how Texas – rich in oil and gas – became America's biggest producer of wind energy. For our first episode, Ryan and Anjali talk with Pat Wood, once George W. Bush’s right hand man and head of Texas's Public Utility Commission, to uncover the innova ... Show More
27m 2s