Stay ConnectedProf G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI.
Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what’s happening, why it matters, and how to stay ahead.
Fast takes. Clear insights. No jargon — just signal.
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Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade.
Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter.
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Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America.
Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast.
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Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW.
Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest.
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Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next.
Support from the show comes from Hostinger: http://hostinger.com/profg20
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Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now.
Torsten Slok is Partner and Chief Economist at Apollo.
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Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran.
Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets.
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Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here.
Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan.
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Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran.
Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.
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Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed also maps out the “what-if” scenarios Wall Street may be ignoring. Then they dive into Anthropic’s clash with the Pentagon and why Sam Altman might have botched the moment yet again.
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Scott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains why the war with Iran isn’t changing his investment strategy, whether the U.S. deficit is truly an existential threat, and what “The Big Short”got right about his story.
Steve Eisman is an investment analyst and portfolio manager with decades of experience in financial markets. He is best known for his pivotal role in predicting and profiting from the 2008 subprime mortgage crisis, chronicled in “The Big Short.”
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