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.
Part of the Vox Media Podcast Network.
Scott and Ed open the show by discussing Delaware's changes to its corporate governance laws, Waymo’s expansion into Washington D.C., and GameStop's decision to add bitcoin to its treasury reserves. Then they analyze Engine Capital’s activist push at Lyft, offering insights and strategic suggestions on how the rideshare company can strengthen its business. Finally, they break down the growing challenges for college graduates in today’s job market, with Scott sharing practical advice for those looking for a job.
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Scott and Ed open the show by discussing Apple’s $1 billion annual loss on AppleTV+, Silver Lake’s move to take Endeavor private, and Nike’s latest earnings report. Then Carsten Brzeski, Global Head of Macro Research and Chief Eurozone Economist for ING, joins the show to break down Germany’s political and economic landscape. He unpacks the growing fragmentation among political parties and explains the country’s longstanding reluctance to take on debt. Carsten also breaks down the recent surge in capital allocations to the Eurozone and weighs in on whether this could mark the beginning of a sustained multi-year rally.
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Scott and Ed open the show by discussing the federal reserve’s interest rate decision, the Professional Tennis Player Association's lawsuit, and BYD’s new charging technology. Then they analyze Germany’s decision to boost defense spending while lifting its debt limit, unpacking the market’s reaction and broader economic implications. Finally, they break down ultra-luxury hotel group Aman’s latest funding round, and Scott explains how high-end hospitality brands are evolving to cater to an even richer clientele.
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Ed and Scott open the show by discussing Klarna’s IPO, Google’s acquisition of cybersecurity startup Wiz, and Lip-Bu Tan’s new plan for Intel. Then Lyn Alden, independent analyst and the author of Broken Money, returns to the show to break down the latest stock market correction, explaining why it’s a natural part of the market cycle. She explores whether we’re about to see a rotation from U.S. markets to international ones, unpacks why she doesn’t think federal spending will come down under Trump, and gives her take on the national crypto reserve. Finally, Lyn shares an update on her portfolio and reveals the key investment themes she’s focused on for 2025.
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Scott and Ed open the show by discussing Southwest Airlines' decision to start charging for checked bags, Eric Schmidt’s appointment as CEO of Relativity Space, and the latest developments in Saudi Arabia’s Neom project. They then analyze the ongoing tariff battle, exploring its biggest potential consequences and why Scott believes China could ultimately come out ahead. Finally, they break down the $5 trillion market sell-off, and Ed highlights the key winners and losers from the plunge.
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From the Vox Media Podcast stage at SXSW, Ed and Scott discuss Apple’s decision to delay AI updates for Siri, Sony’s fight against deepfakes, and why the United States is considering banning DeepSeek. They then break down why the big banks are predicting an increased recession risk, exploring the recent pain in the stock market and the potential fallout if a recession hits. They also discuss how tariffs are driving up the cost of building a home, and Scott challenges the notion that home ownership is the best path to wealth. Finally, Scott fields some audience questions to close out the show.
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Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, breaking down why it could be a highly profitable move. They also discuss what Apple’s newest product launches reveal about the state of the company. Scott explains why he’s begun offloading his Apple stock, while Ed makes a prediction about where shares are headed in the next six months.
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Ed and Scott open the show by discussing why European defense stocks surged following Trump's meeting with Zelensky, the announcement of a U.S. crypto reserve, and the latest tariffs targeting Canada and Mexico. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins the show to break down what antitrust enforcement could look like under the Trump administration. He explains why healthcare should be a top priority for regulators, pulls back the curtain on how lobbyists try to influence antitrust cases, and gives an update on the ongoing Google antitrust lawsuit. Finally, Jonathan weighs in on the growing monopoly concerns in AI and highlights which industries are most in need of tougher antitrust scrutiny.
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t impressed even though the company surpassed expectations. Ed shares why he still sees it as a win, despite Nvidia’s stock dipping slightly. They also discuss Trump’s new gold card visa program and explain why demand is more limited than the president thinks. Scott warns that the program could attract shady characters trying to buy their way into America.
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Ed and Scott open the show by discussing Apple’s new investment in “American innovation,” Howard Lutnik’s decision to put his sons in charge of Cantor Fitzgerald, and a new Moody’s Analytics report on U.S. consumer spending. Then Mike Moffatt, Founding Director of the University of Ottawa's "Missing Middle Initiative” and former economic adviser to Liberal Leader Justin Trudeau, joins the show to unpack the biggest challenges facing Canada’s economy. He offers insight into the country’s political landscape, breaks down its housing crisis and explains why small businesses struggle to thrive in Canada. Finally, Mike explains how Canadians perceive the Trump administration’s rhetoric and what tariffs could mean for Canada’s economic future.
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