Yesterday

EU Strikes Deal With India in Shift From U.S.

Ed Elson speaks with Liz Hoffman, Business and Finance Editor at Semafor, about the implications of the free trade deal between India and the EU. Then, he’s joined by Michael Ha, Senior Research Analyst at Baird, to break down the healthcare stock selloff and why it matters for c ... Show More

27m 21s

Jan 27

Gold Hits $5K — What’s the Market Afraid Of?

Ed Elson speaks with Robert Armstrong, author of the Unhedged Newsletter, about how the markets reacted to Trump’s Greenland TACO, why gold hit a new milestone, and the frontrunner for the next Fed chair. Then, Ed is joined by Reed Albergotti, technology editor at Semafor, to dis ... Show More

33m 50s

Jan 26

Davos Dispatch: World Order on Edge

Scott Galloway and Ed Elson break down the key takeaways from Davos, with Scott sharing what it was like on the ground. Ed highlights the speeches that stood out most, while Scott describes the mood among political leaders and CEOs. They also debate how they think Europe may resp ... Show More

59m 17s

Dec 2024

Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI

Follow Prof G Markets: Apple Podcasts Spotify 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

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

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

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

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

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

Oct 2024

Prof G Markets: Hindenburg Shorts Roblox + Germany’s Shrinking Economy

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the ongoing machinist strike at Boeing, Amazon’s new AI tool for delivery drivers, the DOJ’s suggested remedies for the Google antitrust case, and a potential delay in Cerebras Systems’ IP ... Show More

55m 28s

Apr 2024

Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More

1h 1m

Feb 2025

Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush

Follow Prof G Markets: Apple Podcasts Spotify Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bit ... Show More

58m 48s

The UnitedHealthcare CEO Shooting, Amazo...