Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, joins the show to break down how the auto tariffs will impact the car industry and the broader economy. He shares his take on who stands to benefit from those tarif ... Show More
Yesterday
How The Children Of Billionaires Took Over America
In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks how America gave rise to a new ruling class: the inheritocracy. He breaks down the economic stakes of inherited wealth, and how it could transform society as we know it. Subscribe to Simply Put to get the newsletter ... Show More
11m 6s
Oct 16
Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers, why overbuilding remains a recurring problem, the warning signs he sees in today’s AI boom, what AI ex ... Show More
54m 37s
Apr 2018
Trump’s Trade War, and the Fate of Tesla
In this episode, Youngme, Felix, and Mihir vent about trade deficits and potential tariffs against China; they also debate the future of Tesla. Plus, their After Hours picks for the week. Hosted on Acast. See acast.com/privacy for more information.
35m 33s
Apr 2025
EVs, Big Pharma, Tech and the Tariff Threat
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Sean Tucker, Editor at Kelley Blue Book, joins to discuss the latest on Tesla and the tariff impact. Brad Carson, President of Americas for Responsible Innovation, continues the tariff conversation and the impa ... Show More
43m 59s
Sep 2024
Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
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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
Oct 2024
Prof G Markets: Hindenburg Shorts Roblox + Germany’s Shrinking Economy
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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 2025
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Re ... Show More
2h 1m