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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:
    Why OpenAI And Anthropic Are Pumping The Brakes Sep 15, 2026
    Show notes

    Ed Elson is joined by Charlie O'Neill to break down how OpenAI and Anthropic responded to mass extinction concerns and where regulation might go from here. Ed also shares his thoughts on Anthropic's reported second-straight quarter of profitability.

    Charlie O'Neill is the Co-Head of Model Training at Baseten.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    The Rate Hikes Are Coming Sep 14, 2026
    Show notes

    Scott Galloway and Ed Elson assess the U.S. macroeconomic picture and whether they think Kevin Warsh will raise interest rates in response. Ed also explains why he believes we need to start reckoning with the possibility of “forever inflation.” Then, they run through some of the biggest recent AI headlines, including a viral post warning about the existential risks of AI. Finally, they discuss the iPhone Duo and what’s next for Apple as John Ternus takes over from Tim Cook.

    Subscribe to the Prof G Markets Youtube Channel

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    Order "Notes on Being a Man," out now

    Note: We may earn revenue from some of the links we provide.

    Follow the podcast across socials @profgmarkets

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    Why The Bond Market Is Starting To Revolt — ft. Katie Martin Sep 11, 2026
    Show notes

    Ed Elson and Scott Galloway are joined by Katie Martin to discuss why bond markets are flashing warning signs and what’s driving the global debt selloff. They also break down how AI spending, Fed policy, and government borrowing are reshaping markets.

    Katie Martin is the markets columnist and editorial board member at the Financial Times.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    Anthropic Whistleblower Says AI Could “Kill Us All” Sep 10, 2026
    Show notes

    Ed Elson is joined by Alex Kantrowitz to break down whether mass extinction concerns raised by an Anthropic researcher should be taken seriously. Then, Patrick McGee joins to give his take on the new foldable iPhone. Ara Kharazian also joins to unpack new data tracking how much American businesses are actually spending on AI. Finally, Ed shares his thoughts on the Anthropic researcher’s warning.

    Alex Kantrowitz is the author of the Big Technology newsletter and host of the Big Technology Podcast. Ara Kharazian is the Lead Economist at Ramp. Patrick McGee is an award-winning journalist and author of Apple in China: The Capture of the World's Greatest Company.

    You can find Ramp’s AI Index here and Ara’s latest report here

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney Sep 09, 2026
    Show notes

    Ed Elson is joined by Mike Moffatt to break down Canada’s retaliatory tariffs against the U.S. and what it means for the relationship between the two countries. Then, John Burn-Murdoch joins to unpack why the OECD’s global education report card was the worst on record and how it could impact the international economy. Finally, Ed gives his take on America’s debt problem.

    Mike Moffatt is a Canadian economist and Founding Director at the Missing Middle Initiative. John Burn-Murdoch is a columnist and the chief data reporter for the Financial Times.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    OpenAI Says “AGI” Is Here — What Does That Actually Mean? Sep 08, 2026
    Show notes

    Ed Elson is joined by Gary Marcus to break down OpenAI’s new Astra model and whether or not AGI has actually arrived. Then, Kathryn Anne Edwards returns to unpack the August jobs report and what it reveals about the current state of the labor market. Finally, Ed shares why he is concerned about the results of Germany’s recent election.

    Gary Marcus is an author, scientist, entrepreneur, and Emeritus Professor of Psychology and Neural Science at NYU. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    Why Nobody Trusts the News — And How to Fix It Sep 06, 2026
    Show notes

    Ed Elson sits down with Jim VandeHei, co-founder and CEO of Axios, to discuss how AI is reshaping the media industry, what role it should play in newsrooms, and why he believes AI will ultimately make human journalism more valuable. They also discuss how distrust in the media influenced his decision to launch Axios, where he draws the line between journalism and commentary, and what he makes of today’s rapidly changing media ecosystem.

    You can check out Jim's new book, SIMPLIFY: Do 50 Percent More with 50 Percent Less, here.


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    Tyler Cowen: The AI Bears Are Asking The Wrong Questions Sep 04, 2026
    Show notes

    Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good thing. They also discuss who stands to benefit most from AI, why cybersecurity is a growing concern, how he would grade the U.S. economy today, and what he sees as the biggest obstacle to AI’s continued growth.

    Tyler Cowen is an economist, author, podcaster and chair of the Mercatus Center at George Mason University.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    Bonds Are Warning Of A Global Inflation Crisis Sep 03, 2026
    Show notes

    Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his thoughts on why bond investors are fed up with the Trump administration.

    John Mowrey is the Chief Investment Officer at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and host of the Sources podcast.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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    Geopolitical Expert: Iran War May Drag On For Years Sep 02, 2026
    Show notes

    Ed Elson is joined by Ian Bremmer to break down the latest attacks in Iran and why the markets are finally pricing in a longer war. Then, Jonathan Kanter joins the show to unpack the FTC’s new lawsuit against Amazon and give his take on Meta’s “big tobacco” moment. Finally, Ed shares his thoughts on Anthropic’s new deal with cloud company Lambda.

    Ian Bremmer is the Founder and President of Eurasia Group. Jonathan Kanter is the former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.

    Subscribe to the Prof G Markets Youtube Channel

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    Send us your questions or comments by emailing Markets@profgmedia.com


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