Jul 17

Mike Novogratz: Crypto's Investors Have Moved On

Ed Elson and Scott Galloway are joined by Mike Novogratz to discuss why crypto has struggled this year and where he thinks the industry goes from here. They also explore how he got into the AI infrastructure business, why he now considers himself an AI landlord, and whether the A ... Show More

1h 1m

Jul 16

SpaceX Is Down 40% — How Low Can It Go?

Ed Elson is joined by Nicolas Owens to break down how SpaceX shares fell below their IPO price and where the stock might go from here. Then, Bradley Tusk returns to discuss New York’s statewide data center moratorium and whether other states might follow suit. Finally, Ed gives h ... Show More

27m 51s

Jul 15

Why America’s Inflation Problem Isn’t Going Away

Ed Elson is joined by Mark Zandi to break down what the latest inflation report reveals about the state of the economy and what it could mean for the path of interest rates. Then, Saul Martinez returns to explain why the nation's biggest banks delivered such strong earnings. Fina ... Show More

32m 58s

Sep 2024

Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?

Follow Prof G Markets: 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

Nov 2024

Disinflation, demographics, Doge

<p>Opinions are cheap so we’re making it up in volume, with three takes on the future of the economy. Today on the show, the entire staff of the Unhedged newsletter – Rob Armstrong and Aiden Reiter – gather to discuss looming inflation, the next 25 years of returns from the stock ... Show More

20m 24s

Jan 2025

128. Will Starmer Stop Musk's Meddling?

Robert gives us his take on 'Starmer vs Musk' and Steph tells us why she thinks business rates are going to be a big problem this year. There’s also a discussion about misunderstood concepts in economics, first up: GDP. Plus we catch-up on the exciting post Steph and Robert recei ... Show More

34m 30s

Jun 2024

Are we all protectionists now?

<p>On Thursday, two candidates for US president will debate each other. They are both protectionists. This is a huge change in US economic policy, and one that may have massive consequences in the decades to come. Today on the show, Robert Armstrong talks with the FT’s chief econ ... Show More

22m 21s

Jul 2023

A different way to understand the US economy

<p>Under “normal” circumstances, economists and analysts study a variety of specific indicators to understand what’s happening with the US economy. But lately, those indicators have been sending mixed signals. The FT’s US financial commentator Robert Armstrong explains why t ... Show More

22m 21s

Oct 2025

219. When Do Tax Cuts Pay For Themselves?

What role can tax play in reviving the UK? Is Trump a protectionist or free trader at heart? What does the economist who inspired Truss make of her notorious budget? Robert speaks with the acclaimed economist Art Laffer about how he draws the most famous curve in economics. For i ... Show More

35m 40s

Nov 2024

The Trump economy. How big? How beautiful?

<p>If Donald Trump’s campaign promises about things such as immigration, the dollar, trade and tax policy are realised, the US will start an economic experiment without recent precedent. Today on the show, Katie Martin, Rob Armstrong and Aiden Reiter make their best guesses about ... Show More

29m 15s

Jun 2025

Raging Moderates: Trump’s Trade War in Limbo

Scott and Jessica unpack the recent court rulings on the legality of Trump’s emergency tariff powers, and look ahead to the possible changes coming to the big, beautiful budget reconciliation bill in the Senate. Plus, they discuss the administration’s ongoing fight with elite uni ... Show More

1h 9m

Oct 2024

What will the US presidential election mean for the economy?

How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic policies, painting starkly different policy approaches in some key areas but similar ... Show More

16m 51s

Jul 2023

Prof G Markets: Inflation’s Descent, Sam Altman’s SPAC, and Private Equity’s Latest Target

This week on Prof G Markets, Scott breaks down what the latest inflation data means for the American economy. He then shares his thoughts on OpenAI CEO Sam Altman taking a nuclear power company public via SPAC. Finally, he explains why private equity firms are circling mom-and-po ... Show More

44m 6s

How the Big Beautiful Bill’s Passage Wil...