Yesterday

Trump’s World Order — Live from Davos, with Niall Ferguson

Live from Davos, Scott Galloway and historian Niall Ferguson examine why today’s geopolitical moment looks less like a “new world order” and more like a return to Cold War power politics. They discuss Trump’s foreign policy tactics, China as the central global rival, the limits o ... Show More

55m 46s

Jan 21

Raging Moderates: A Year of Trump 2.0; A Decade of the War on Truth (ft. Heather Cox Richardson)

It’s officially been one year of Trump 2.0—and it’s hard to overstate just how much has changed. Trump is back in the Oval Office with fewer guardrails, a more loyal team, and a far greater willingness to push presidential power than ever before. Jessica Tarlov sits down with his ... Show More

1h 3m

Jan 20

China Decode: Did the U.S. Push Its Allies Closer to China?

In this episode of China Decode, Alice Han and James Kynge break down Beijing’s drive to pull U.S. allies closer—from Canada’s EV tariff to Europe’s growing economic hedge. They unpack China’s lopsided economy, as exports boom while consumers pull back and the property slump deep ... Show More

43m 44s

Feb 2025

Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback

Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More

54m 43s

Nov 2024

Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube

Scott and Ed open the show by discussing the U.S.’s GDP growth, Reddit’s earnings, Eli Lilly’s third quarter drug sales, and xAI’s new funding round. Then Scott and Ed break down big tech’s earnings and discuss how the tech companies are using capital as a weapon. They also exami ... Show More

52m 16s

May 2025

Blockbuster Week For Big Tech Earnings + Can the U.S. Fix Its Student Debt Crisis?

Scott and Ed discuss the latest U.S. GDP report, new data on China’s factory activity, and the launch of Amazon’s new internet satellites. Then they turn to Big Tech earnings, breaking down first quarter results from Apple, Amazon, Microsoft, and Meta. Finally, they examine the T ... Show More

1h 7m

Oct 2024

An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?

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 Cerebras Systems as it prepares to go public, but brea ... Show More

53m 5s

Jan 2025

DeepSeek Disrupts, Big Tech Responds

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech lead ... Show More

39m 24s

Dec 2024

Why MicroStrategy Bought $40 Billion Worth of Bitcoin — ft. Michael Saylor

Scott and Ed open the show by discussing the resignation of Intel’s CEO, Trump’s tariff threat to the BRICS nations, and a Delaware judge’s decision to reaffirm her ruling against Elon Musk’s $50 billion pay package. Then Michael Saylor, the founder and executive chairman of Micr ... Show More

1h 15m

Oct 9

xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t phased the markets. Then, Ed is joined by Alice Han, host of China Decode and Director at Greenmantle, to break down what’s driving t ... Show More

29m 13s

Sep 2025

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ... Show More

35m 35s

Sep 2025

Government Shutdown = Mass Layoffs? & Quantum Trading is Here

Episode 679: Neal and Toby discuss the potential government shutdown and the impact it’ll have on the economy. Then, Starbucks announces its closing 1% of its stores as part of its turnaround plan. Also, CarMax shares plunge as its latest earnings report warns nobody is buying us ... Show More

28m 22s

Sep 2025

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban

Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his take on what happened with Jimmy Kimmel, his thoughts on the TikTok deal, and how he believes AI will ultimately impact employment. H ... Show More

1h 6m

Prof G Markets: Meta & Microsoft Brush O...