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. Ed lays out his case for why the company is deeply undervalued. Finally, they br ... Show More
Yesterday
Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years
Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to Japan’s likely new prime minister and the outlook for U.S.-Japan relations. Then, Ed and Scott break down the massive surge in eme ... Show More
30m 13s
Oct 7
AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in on some updates from OpenAI’s DevDay 2025. Then, he and Scott dive into Paramount’s $150 million acquisition of The Free Press and w ... Show More
38m 50s
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
1h 1m
Dec 2024
Prof G Markets: The UnitedHealthcare CEO Shooting, Amazon Takes On Nvidia, & 12 Days of OpenAI
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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, explaining ... Show More
45m 30s
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
1h 2m
Aug 2024
Prof G Markets: Breaking Down the Google Monopoly Ruling — ft. Rebecca Allensworth
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Scott and Ed open the show by discussing Airbnb, Disney, and Shopify’s latest earnings, as well as X’s lawsuit against advertisers. Then they speak with Professor Rebecca Allensworth, Associate Dean for Research at Vanderbilt Univers ... Show More
57m 5s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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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, an ... Show More
55m 7s
Feb 2025
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
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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 bitcoin ... Show More
1h 2m