Scott and Ed discuss gold hitting a record high, the Trump administration’s new restrictions on chip exports, and Jerome Powell’s comments on tariffs. Then, they unpack how other nations are pushing back against the tariffs, highlighting Trump’s key strategic missteps—including his underestimation of global rivals. Finally, they dissect the key moments from ... Show More
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
Jun 2025
Prof G Markets: Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tariffs, Trump Media’s plan to buy bitcoin and Nvidia’s first quarter earnings. Then they discuss Nippon Steel’s acquisition of U.S. Steel, a ... Show More
58m 40s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Apr 2025
China vs Trump: 90-Day Tariff Pause TRIGGERS Retaliation w/ Benny Johnson | PBD Podcast | Ep. 575
<p>Political commentator Benny Johnson joins Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick to discuss Trump’s pause on tariffs and proposed 125% tariffs on China, Kevin O’Leary’s bold call for 400% tariffs, Jamie Dimon’s latest U.S. recession prediction, and ... Show More
2h 14m