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 Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its new for-profit arm. Then he and Scott Galloway dive into Amazon’s largest layoff in company history and what it signals about the stock. Finally, Ed explains why—even after hitting a $4 trillion valuation—he’s still not bullish on Apple.
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Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the election in Argentina. Then Robert Armstrong, US financial commentator for the Financial Times and author of the Unhedged newsletter, returns to the show to unpack what the latest CPI report says about the state of the economy.
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Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and consider how to invest in the space. Finally, they break down reports that Warner Bros. Discovery might be up for sale and debate whether there are really multiple bidders for the company.
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Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, shares his biggest concerns about America’s future, and offers advice for the next generation of scholars.
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Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood News, returns to the show to unpack how Beyond Meat joined the meme stock craze.
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Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google.
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Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberation Day.
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Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health concerns and consider who’s really responsible for fixing the problem. Finally, they look at two fast-rising challengers to SpaceX and the new investment opportunities emerging in the space race.
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Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enforcement is more critical than ever. He also weighs in on the Ticketmaster lawsuit, the rising backlash against capitalism, and why the energy sector is one to watch.
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Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcasts. Finally, Ed dives into a $40 billion deal to buy one of the world’s biggest data center operators.
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