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 is joined by Ed Zitron to explore why AI companies have racked up so much debt and how they are able to keep it off their balance sheets. Then, Karim Bousta joins to give his takeaways from Tesla’s earnings and explain why the company is still struggling with its profits. Finally, Scott Devitt returns to break down Google’s earnings and whether or not he’s concerned about the company’s negative free cash flow.
Ed Zitron is the author of the Where’s Your Ed At newsletter and Host of the Better Offline podcast. Scott Devitt is a Senior Research Analyst at Rosenblatt Securities. Karim Bousta is the Co-Founder and Managing Partner at DVx Ventures and former Vice President at both Tesla and Lyft.
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Ed Elson is joined by Peter Harrell to break down the new tariffs on Canada and whether or not there could be more trade chaos on the horizon. Then, Rohan Goswami returns to discuss the latest roadblock in the Paramount/Warner Bros. deal and give a prediction for when he thinks it will actually go through. Finally, Ed explains why he’s concerned about Oracle’s debt.
Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Rohan Goswami is a Business Reporter at Semafor.
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Ed Elson is joined by Matt Smith to break down how the latest developments in the war with Iran are affecting oil prices and where he thinks gas prices could be headed next. Then, Charlie O'Neill joins the show to discuss China's new AI model, Kimi K3, why open-source models are gaining momentum, and what that shift could mean for the broader AI race.
Matt Smith is the Director of Commodity Research at Kpler. Charlie O’Neill is the Co-Head of Model Training at Baseten.
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Scott Galloway and Ed Elson unpack OpenAI's turbulent week and assess the biggest threats facing the company. They discuss why China's latest AI models could pose a serious challenge and why Scott thinks there might be a leadership shake-up at OpenAI. Then, they examine the growing narrative that the market is becoming more diversified, arguing that AI's influence extends far beyond Big Tech, and identify the sectors they believe are least exposed to the AI trade.
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Ed Elson and Scott Galloway are joined by Mike Novogratz to discuss why crypto has struggled this year and where he thinks the industry goes from here. They also explore how he got into the AI infrastructure business, why he now considers himself an AI landlord, and whether the AI boom is headed toward a demand crisis.
Mike Novogratz is the founder and CEO of Galaxy Digital.
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Ed Elson is joined by Nicolas Owens to break down how SpaceX shares fell below their IPO price and where the stock might go from here. Then, Bradley Tusk returns to discuss New York’s statewide data center moratorium and whether other states might follow suit. Finally, Ed gives his take on the Treasury Department's new gold coins.
Nicolas Owens is an Equity Analyst at Morningstar. Bradley Tusk is a venture capitalist, political strategist, and writer.
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Ed Elson is joined by Mark Zandi to break down what the latest inflation report reveals about the state of the economy and what it could mean for the path of interest rates. Then, Saul Martinez returns to explain why the nation's biggest banks delivered such strong earnings. Finally, Ed gives his take on the inflation report.
Mark Zandi is the Chief Economist at Moody’s Analytics. Saul Martinez is the Head of US Financials Research at HSBC.
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Ed Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy.
Alex Kantrowitz is the author of the Big Technology newsletter and podcast. Luke Kawa is the Head of Markets at Sherwood News.
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Patrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targets that analysts have issued and explain why they’re concerned about potential conflicts of interest in equity research. Then, they discuss why crypto bros don’t find crypto exciting anymore and have moved onto AI. Finally, they explore why the housing market is showing new signs of strain and what it would take to get home prices back to a reasonable place.
Patrick Boyle is a professor at King’s College London and a portfolio manager with more than 20 years of experience at hedge funds, investment banks and private wealth management firms. He’s also the author of several books on finance and hosts the podcast, Patrick Boyle On Finance.
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Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He also explains why he doesn't necessarily see Meta's decision to sell excess compute capacity as a bear signal, why he was encouraged by the Trump administration's new AI policy, and how he expects the AI race to unfold over the coming years.
Sebastian Mallaby is a prominent journalist, author, Pulitzer Prize finalist, and senior fellow at the Council on Foreign Relations. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.
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