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.
Have a question or comment for us? Reach out to markets@profgmedia.com.
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Ed and Scott break down Wall Street’s rough start to the month. Then Ed is joined by Robert Moskow, Managing Director at TD Cowen, to unpack why Kraft Heinz decided to break up. And finally, Ed dives into why the distributor of your favorite beer is slowing down.
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Ed breaks down the implications of a federal appeals court ruling that found many of President Trump's tariffs were illegal. Then he unpacks the winners and losers from an executive order shutting down the de minimis loophole.
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Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the economy is actually doing. He shares his insights on what is causing heightened recession risk, how tariffs will impact inflation, and a potential September rate cut. Plus, he gives his main concerns for America right now and shares what he thinks might trigger a bond market meltdown.
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Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following the report. Then Ed takes a look at the new punitive tariffs Trump is imposing on India, and finally, he unpacks California’s new tax credits and whether they will help bring production back to Los Angeles.
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Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, to discuss Trump’s attempted firing of Federal Reserve Governor Lisa Cook. Then he takes a look at what a weight loss pill from Eli Lilly could do for the GLP-1 market, and finally, he shares Prof G Media’s guide to staying highly employable in the age of AI.
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Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to become Intel’s largest shareholder. Then, Ed breaks down the key takeaways from Fed Chair Jerome Powell’s Jackson Hole speech. And finally, he dives into the latest annual report from OnlyFans, and the dark side of its growth.
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Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thoughts on whether AI has reached bubble territory. Then he and Ed break down the significance of private funds entering 401Ks and evaluate the viability of alternative assets in retirement portfolios. Finally, Josh offers a prediction for the Fed’s path forward following Jackson Hole.
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Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damodaran also shares his insights on AI hype, Google’s valuation, and why chasing “the next Amazon” is a losing game. Plus, he gives his blunt take on Bitcoin-holding companies, the broken IPO pipeline, and how private markets are rewriting the rules for capital, liquidity, and access. Note: Prof G Markets will be on summer break until August 25th.
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Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance.
A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th.
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Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareholders have filed a class action suit against the company and Elon Musk. Finally, he is joined by Patrick Moorhead, Founder, CEO and Chief Analyst of Moor Insights and Strategy, to break down chipmaker AMD's second quarter earnings.
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