Scott and Ed discuss the market’s reaction to Trump’s drug pricing plan, Perplexity’s latest funding round, and Coinbase’s addition to the S&P 500. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down how China views the ongoing trade war. She unpacks the current state of U.S.-China negotiations and why a deal remain ... Show More
Today
SpaceX Raised $111B — It Already Needs More
Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance economy and the legislation aimed at combatin ... Show More
36m 47s
Yesterday
Why The S&P Just Hit A Record High — Despite Soaring Yields
Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whethe ... Show More
36m 42s
Oct 6
Brazil’s Far-Right Is Surging — Investors Love It
Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down the September jobs report and the warning ... Show More
41m 24s
Oct 2025
China Decode: China’s Next 5-Year Plan & Xi’s Possible Successor
In this episode of China Decode, Alice Han and James Kynge break down Xi Jinping’s next five-year plan and the politics behind it, explore the US-China soybean trade war and its impact on American farmers, and dive into the rise of a viral “Chinese Trump” comedian. Learn more abo ... Show More
40m 48s
Sep 2025
China Decode: The Global AI Race
In this episode of China Decode, Alice Han and James Kynge discuss China’s decision to block Nvidia’s newest AI chips—what’s behind the move, and what it could mean for the global AI race. They also break down the long-running TikTok saga, now moving toward a new U.S. ownership s ... Show More
44m 37s
Sep 2024
Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
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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
Jan 2019
Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Appl ... Show More
30m 58s