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    Business

    Prof G Markets

    Prof 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.

    Have a question or comment for us? Reach out to markets@profgmedia.com.

    Part of the Vox Media Podcast Network.

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    Latest Episodes:
    Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed Sep 17, 2025
    Show notes

    Ed breaks down the latest data on rising retail sales with Mark Zandi, chief economist at Moody’s Analytics. They dig into who’s really driving the increased spending, and what that means for the broader economy. Mark also offers a prediction for the Fed’s interest rate decision. Then Ed unpacks Stephen Miran’s background following his confirmation as a Federal Reserve governor.

    Check out our latest Prof G Markets newsletter

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    U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform Sep 16, 2025
    Show notes

    Ed breaks down the latest news that the U.S. and China have reached a framework of a deal to prevent a TikTok ban. He’s then joined by Rich Greenfield, co-founder and media/tech analyst at LightShed Partners, to discuss why David Ellison’s Paramount Skydance is reportedly preparing a bid for Warner Bros. Discovery. Finally, Ed and Scott dive into Robinhood’s new social platform, which lets users share and follow trades.

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    The Fed’s September Dilemma: Is it Really Time to Cut Rates? Sep 15, 2025
    Show notes

    Scott and Ed unpack what August’s inflation numbers mean for the Fed’s next move. Then, they dig into why companies are holding back from going public and whether eliminating quarterly earnings reports could change that. Finally, they turn to the spike in youth unemployment around the globe.

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    Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers Sep 12, 2025
    Show notes

    Ed and Scott are joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, who returns to the show to discuss his outlook for the economy and the chances we’ll see a recession. He also shares his insights on the possibility that we’ll see stagflation, whether AI will cause an economic boom for the masses or the few, and what he thinks Trump’s economic legacy will be.

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    Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing Sep 11, 2025
    Show notes

    Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Oracle’s earnings and the market’s tremendous reaction. Then, Ed and Scott explore why Wall Street was not impressed with Apple’s latest product lineup. Finally, Ed takes a look at the decision from a Federal judge that President Trump cannot fire Lisa Cook for now.

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    Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever Sep 10, 2025
    Show notes

    Ed is joined by Alice Han, China economist and director at Greenmantle, to break down what’s been happening with China in the past week. Then, Ed dives into why the jobs market may be even weaker than we thought and why the reporting from the Bureau of Labor Statistics has gotten worse.

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    Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package Sep 09, 2025
    Show notes

    Ed and Scott unpack the recent tech dinner President Trump hosted at the White House. Then Ed is joined by Kathryn Anne Edwards, economist, economic policy consultant, and the host of The Optimist Economy podcast, to break down the August jobs report and what it means for the economy. And finally, Ed dives into the new $1 trillion pay package that Tesla has proposed for Elon Musk.

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    Navigating The Most Top-Heavy S&P 500 in History Sep 08, 2025
    Show notes

    Scott and Ed break down what the deepening alliance between China, Russia, and India means for investors. They then examine the growing concentration of the S&P 500 and why the market looks more fragile than ever. Finally, they dissect the Trump family’s latest crypto play and try to tally up just how much the Trumps have made across their crypto ventures.

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    How America Goes Broke — ft. Ray Dalio Sep 05, 2025
    Show notes

    Ed and Scott are joined by Ray Dalio, global macro investor, founder of Bridgewater Associates, and New York Times bestselling author, who returns to the show to discuss how countries go broke and how far along America is in that cycle. He shares his insights on tax policy, what he thinks is the biggest threat to America’s dominance, and how things will play out with the deficit if we do nothing.

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    Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation Sep 04, 2025
    Show notes

    Ed is joined by Jonathan Kanter, Former Assistant Attorney General for the Antitrust Division of the DOJ, to break down the remedies for the Google monopoly case. Then Ed and Scott unpack how Africa became one China’s top trade destinations. And finally, Ed dives into Anthropic’s latest funding round that values the company at $183 billion.

    Check out our latest Prof G Markets newsletter

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