Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes the Oura Ring and dives into why it has become a standout player in the wearable ... Show More
Yesterday
The American Affordability Crisis — ft. Neera Tanden
Ed Elson and Scott Galloway are joined by Neera Tanden, president and CEO of the Center for American Progress, to unpack affordability in America under the Trump administration. She also weighs in on healthcare policy, wealth taxes and soaring housing prices. Check out our latest ... Show More
41m 7s
Feb 4
SpaceX’s $1.25 Trillion AI Bet
Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They als ... Show More
33m 27s
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
57m 51s
Feb 2025
Ray Dalio on AI, Job Loss & the Future of the Economy | #EP 148
In this episode, Ray and Peter discuss the changing world order, China vs. the USA, and Ray’s thoughts on the future of the US.
Recorded on Feb 3rd, 2025
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ray Dalio is a renowned investor, hedge fund manager, an ... Show More
1h 46m
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 bit ... Show More
58m 48s
Jan 2025
Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
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Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as ... Show More
51m 51s
Apr 2025
Francois Rochon - Outperforming the Market for 30+ Years Through Patience, Humility & Rationality | #578
Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that ... Show More
1h 4m
Aug 2025
Robert Wallace: Managing Stanford’s Endowment, Balancing Risk, and Driving Innovation
What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet ... Show More
47m 58s