Mar 13

You Think You're Diversified, AI Disagrees — ft. Torsten Slok

Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the rol ... Show More

59m 37s

Mar 12

What $4 Gas Would Do to the Economy

Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the ... Show More

29m 55s

Mar 11

Pricing the Iran War's Future — Are Markets Right?

Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here. Katie Martin is a markets columnist and editorial board member at the Financial Times. J ... Show More

45m 44s

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...