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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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Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software selloff. Plus, he breaks down whether he would prefer Anthropic or OpenAI in his portfolio.
Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on Musings on Markets.
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Ed Elson breaks down the latest AI launches from Chinese companies with Alice Han, co-host of the China Decode podcast. Then, he discusses why Sweden is considering switching to the Euro and what that means for the dollar with Robin Brooks, Senior Fellow at the Brookings Institution and former Chief FX Strategist at Goldman Sachs. Finally, Ed examines what the Pentagon’s war with Anthropic tells us about where we are in this AI moment.
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Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the news that the Pentagon is considering cutting its contract with Anthropic. Finally, Ed explains why it seems like everyone under 30 is now a founder.
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Ed Elson breaks down why the January inflation data is not what it seems with Mark Zandi, Chief Economist at Moody’s Analytics. Then, Ed is joined by Liz Hoffman, business and finance editor at Semafor, to unpack why the DOJ’s top antitrust enforcer was fired. Finally, Ed makes the case that Amazon should disclose how much of Anthropic it really owns.
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Ed Elson and Scott Galloway are joined by Eswar Prasad, Professor of trade policy and economics at Cornell University, former chief of the Financial Studies Division of the International Monetary Fund, and author of the new book, “The Doom Loop.” They unpack why he believes the global economic order is unraveling, when the U.S. deficit could become a full-blown crisis, and what’s really happening in the housing market. Plus, he explains what he thinks America needs to do to get back on track.
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Ed Elson breaks down the January jobs report with Kathryn Anne Edwards, Labor Economist and host of The Optimist Economy podcast. They discuss why 2025 was the worst “non-recession” year for hiring since 2003. Then, Ed is joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the latest AI models, as well as a viral blog post shaking up the AI conversation. Finally, Ed explains why AI policy is so important, and why it's currently lacking.
Check out Alex’s interview with OpenAI's Fidji Simo
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Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson upgraded Oracle’s stock. Then, Ed is joined by Doug O’Laughlin, President of Semianalysis, to examine why memory stocks are doing so well right now. Finally, Ed gives his take on why people have started to turn on AI.
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Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he discusses what’s happened to Bitcoin over the past two weeks with Tom Lee, Chief Investment Officer of Fundstrat Capital. Finally, Ed shares his thoughts on what this latest chapter means for the story of Bitcoin.
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If you’re interested in Tom Lee's Fundstrat research, visit: fundstrat.com/tom
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Scott Galloway and Ed Elson unpack last week’s software sell-off, including which names could be potential buys. They then turn to the world of entertainment, from Disney’s next chapter to the Warner Bros. Discovery–Netflix hearing on Capitol Hill. Finally, they break down Anthropic’s Super Bowl ad and why it could mark a turning point for the company.
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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.
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