Prof G Markets
Episodes
Ask Me Anything — Figma, Dirty Jokes, Running for Office & More
22 Dec 2025
Contributed by Lukas
Scott Galloway, Ed Elson and Claire Miller answer listener questions about everything from Scott’s investment in a professional soccer team, Ed’s ...
The Biggest Disruption Is Yet to Come — ft. Justin Wolfers
19 Dec 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Justin Wolfers, Professor of Public Policy and Economics at the University of Michigan, to reflect on the ke...
Warner Bros. Rejects Paramount’s Hostile Bid
18 Dec 2025
Contributed by Lukas
Ed Elson unpacks the news that Warner Bros. Discovery’s board is encouraging shareholders to reject the Paramount bid with Rohan Gowsami, Business R...
Unemployment Climbs to a Four-Year High
17 Dec 2025
Contributed by Lukas
Ed Elson unpacks the latest jobs report and what it reveals about the health of the labor market with Kathryn Anne Edwards, Labor Economist and host o...
Why Oracle is Crashing Right Now
16 Dec 2025
Contributed by Lukas
Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen ...
What’s the Right Investment Strategy for 2026?
15 Dec 2025
Contributed by Lukas
Scott Galloway and Ed Elson synthesize the wide range of views guests have shared on what 2026 could hold, and lay out how they’re thinking about in...
The Bull Case for 2026 — ft. Tom Lee
12 Dec 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Tom Lee, co-founder, managing partner, and head of research at Fundstrat Global Advisors, to break down why ...
What the Fed’s Third Rate Cut Means for 2026
11 Dec 2025
Contributed by Lukas
Ed Elson discusses the Federal Reserve’s third interest rate cut with Mark Zandi, Chief Economist at Moody’s Analytics, unpacking what’s in stor...
Did the U.S. Just Hand its AI Edge to China?
10 Dec 2025
Contributed by Lukas
Ed Elson unpacks the news that the U.S. is allowing Nvidia’s advanced H200 chip sales to China with Chris McGuire, Senior Fellow for China and Emerg...
Paramount Goes Hostile With $108B Bid for Warner Bros.
09 Dec 2025
Contributed by Lukas
Ed Elson is joined by James Kynge, Senior Research Fellow at Chatham House and co-host of China Decode, to break down China’s record trade surplus a...
Netflix Wins the Warner Bros. Bidding War
08 Dec 2025
Contributed by Lukas
Scott Galloway and Ed Elson break down Netflix’s acquisition of Warner Bros. Discovery and what it means for the future of streaming. They then turn...
The Economic Risks Keeping Paul Krugman Up at Night
05 Dec 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Paul Krugman, Nobel Prize winning economist, and distinguished professor of economics at the graduate center...
401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner
04 Dec 2025
Contributed by Lukas
Ed Elson is joined by Patrick Moorhead, CEO and Chief Analyst of Moor Insights & Strategy, to break down Amazon’s new Tranium3 chip and what it mean...
OpenAI Declares Code Red as Google Gains Ground
03 Dec 2025
Contributed by Lukas
Ed Elson is joined by Alex Kantrowitz, host of the Big Technology podcast, to unpack why OpenAI has declared a “code red,” and what that signals f...
How Silicon Valley Infiltrated the White House
02 Dec 2025
Contributed by Lukas
Ed Elson is joined by Liz Hoffman, Semafor’s business and finance editor, to break down the New York Times investigation into David Sacks. Then Robe...
Money & Masculinity: Scott Galloway & Ed Elson on What Defines a Man
01 Dec 2025
Contributed by Lukas
In this special episode of Prof G Markets, Scott Galloway and Ed Elson unpack the complicated relationship between money and modern masculinity — fr...
Google vs. Nvidia: Is the AI Chip King Finally Under Threat?
26 Nov 2025
Contributed by Lukas
Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on...
Nasdaq Posts Best Day Since May as Fear & Greed Collide
25 Nov 2025
Contributed by Lukas
Ed Elson is joined by Robert Armstrong, U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in...
Even Nvidia Can’t Rescue the Market From the Fear Cycle
24 Nov 2025
Contributed by Lukas
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor a...
JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest
21 Nov 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management,...
Nvidia Earnings Brush Off AI Bubble Fears — For Now
20 Nov 2025
Contributed by Lukas
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bu...
How Big Tech’s Debt Machine Is Powering the AI Boom
19 Nov 2025
Contributed by Lukas
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the stat...
Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens
18 Nov 2025
Contributed by Lukas
Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, f...
The Whole Market Looks Expensive — Is it Time to De-Risk?
17 Nov 2025
Contributed by Lukas
Scott Galloway and Ed Elson break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Th...
Aswath Damodaran Says There’s No Place to Hide in Stocks
14 Nov 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’...
Government Shutdown Ends — But the Damage Doesn’t
13 Nov 2025
Contributed by Lukas
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. The...
Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why
12 Nov 2025
Contributed by Lukas
Ed Elson sits down with Justin Wolfers, Professor of Economics and Public Policy at the University of Michigan, to unpack President Trump’s proposed...
Inside Elon Musk’s $1 Trillion Tesla Payday — And Why It’s a Governance Nightmare
11 Nov 2025
Contributed by Lukas
Ed Elson is joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to break down how investors reacted to Paramo...
Red Flags at OpenAI — How One Company Could Burst the AI Bubble
10 Nov 2025
Contributed by Lukas
Scott Galloway and Ed Elson dissect red flags at OpenAI and debate whether problems at the company could burst the AI bubble. Then, they turn to the S...
Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk
07 Nov 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Bradley Tusk, venture capitalist, political strategist, and writer, to break down the economics of Zohran Ma...
Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet
06 Nov 2025
Contributed by Lukas
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive...
Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality
05 Nov 2025
Contributed by Lukas
Ed Elson is joined by Harley Finkelstein, President of Shopify, to break down the company’s third quarter earnings. Then, Jessica Tarlov, host of th...
Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock
04 Nov 2025
Contributed by Lukas
Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business edit...
AI is Taking Jobs — Here’s How to Stay Indispensable
03 Nov 2025
Contributed by Lukas
Scott Galloway and Ed Elson break down Big Tech’s latest earnings and discuss which companies might be over or undervalued. They also examine how AI...
Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin
31 Oct 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, ...
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
30 Oct 2025
Contributed by Lukas
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into ...
What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO
29 Oct 2025
Contributed by Lukas
Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its n...
How Milei’s Surprise Win in Argentina Defied the Market
28 Oct 2025
Contributed by Lukas
Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the ele...
How China’s AI Efficiency Could Gut the U.S. Economy
27 Oct 2025
Contributed by Lukas
Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they ...
Are We Building AI for Progress or Power? — ft. Daron Acemoglu
24 Oct 2025
Contributed by Lukas
Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI....
Tesla Profits Plunge 37% Despite Record Sales — Here’s Why
23 Oct 2025
Contributed by Lukas
Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a ...
Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer
22 Oct 2025
Contributed by Lukas
Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its...
Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars
21 Oct 2025
Contributed by Lukas
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud spa...
AI is Running Up America’s Energy Costs — Who’s Footing the Bill?
20 Oct 2025
Contributed by Lukas
Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Me...
Why AI Needs Antitrust Intervention — ft. Jonathan Kanter
17 Oct 2025
Contributed by Lukas
Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss...
Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever
16 Oct 2025
Contributed by Lukas
Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and S...
China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market
15 Oct 2025
Contributed by Lukas
Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and Chin...
Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan
14 Oct 2025
Contributed by Lukas
Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then,...
The AI Bubble Is Real — Here’s How to Prepare for the Pop
13 Oct 2025
Contributed by Lukas
Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push t...
How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards
10 Oct 2025
Contributed by Lukas
Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation about...
xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs
09 Oct 2025
Contributed by Lukas
Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t...
Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years
08 Oct 2025
Contributed by Lukas
Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction t...
AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
07 Oct 2025
Contributed by Lukas
Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in ...
The Great Sloppification of OpenAI
06 Oct 2025
Contributed by Lukas
Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, ex...
What Happens if the Fed is Compromised — ft. Claudia Sahm
03 Oct 2025
Contributed by Lukas
Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s indep...
EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs
02 Oct 2025
Contributed by Lukas
Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for t...
The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025
01 Oct 2025
Contributed by Lukas
Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives ...
EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward
30 Sep 2025
Contributed by Lukas
Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also...
How The AI Economy Could Collapse
29 Sep 2025
Contributed by Lukas
Scott and Ed break down a wave of AI spending news. They also discuss the circular deal theory emerging in AI and why it concerns them from an antitru...
AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban
26 Sep 2025
Contributed by Lukas
Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his t...
What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading
25 Sep 2025
Contributed by Lukas
Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. ...
$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation
24 Sep 2025
Contributed by Lukas
Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a n...
What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge
23 Sep 2025
Contributed by Lukas
Ed is joined by Peter Harrell of the Carnegie Endowment for International Peace to unpack the economic impact of Trump’s proposed entry fee for the ...
TikTok, Warner Bros, and the Rise of the Ellison Empire
22 Sep 2025
Contributed by Lukas
Scott and Ed break down a huge week for the Ellisons and discuss what their pursuit of TikTok and Warner Bros. Discovery could mean for the future of ...
Why Britain’s Economy Is Broken — ft. Jagjit Chadha
19 Sep 2025
Contributed by Lukas
Ed is joined by Jagjit Chadha, Professor of Economics in the Faculty of Economics at the University of Cambridge, to discuss the major economic challe...
Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal
18 Sep 2025
Contributed by Lukas
Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed...
Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed
17 Sep 2025
Contributed by Lukas
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 th...
U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform
16 Sep 2025
Contributed by Lukas
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 Greenfie...
The Fed’s September Dilemma: Is it Really Time to Cut Rates?
15 Sep 2025
Contributed by Lukas
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 pu...
Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers
12 Sep 2025
Contributed by Lukas
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 ...
Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing
11 Sep 2025
Contributed by Lukas
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. The...
Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever
10 Sep 2025
Contributed by Lukas
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 di...
Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package
09 Sep 2025
Contributed by Lukas
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 p...
Navigating The Most Top-Heavy S&P 500 in History
08 Sep 2025
Contributed by Lukas
Scott and Ed break down what the deepening alliance between China, Russia, and India means for investors. They then examine the growing concentration ...
How America Goes Broke — ft. Ray Dalio
05 Sep 2025
Contributed by Lukas
Ed and Scott are joined by Ray Dalio, global macro investor, founder of Bridgewater Associates, and New York Times bestselling author, who returns to ...
Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation
04 Sep 2025
Contributed by Lukas
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 mo...
Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem
03 Sep 2025
Contributed by Lukas
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 Kra...
Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed
02 Sep 2025
Contributed by Lukas
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 winne...
Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi
29 Aug 2025
Contributed by Lukas
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 econ...
Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?
28 Aug 2025
Contributed by Lukas
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 followin...
Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI
27 Aug 2025
Contributed by Lukas
Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, t...
U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
26 Aug 2025
Contributed by Lukas
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 beco...
AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
25 Aug 2025
Contributed by Lukas
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...
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
08 Aug 2025
Contributed by Lukas
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 mark...
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
07 Aug 2025
Contributed by Lukas
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, Man...
Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
06 Aug 2025
Contributed by Lukas
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 shareh...
Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again
05 Aug 2025
Contributed by Lukas
Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corpora...
Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
04 Aug 2025
Contributed by Lukas
Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the marke...
The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon
01 Aug 2025
Contributed by Lukas
Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks d...
Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT
31 Jul 2025
Contributed by Lukas
Ed and Scott share their predictions for Figma’s highly anticipated IPO. Then Ed breaks down why the Federal Reserve decided to hold interest rates ...
Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter
30 Jul 2025
Contributed by Lukas
Ed breaks down why Novo Nordisk’s shares plunged after an investor call, explains how tariffs have started to show up in Procter & Gamble’s earnin...
Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation
29 Jul 2025
Contributed by Lukas
Ed and Scott break down the new trade deal between the U.S. and the E.U. Then, Ed explains why Wall Street analysts have started upgrading Nike’s st...
Meme Stocks are Back — What’s Fueling the Resurgence?
28 Jul 2025
Contributed by Lukas
Scott and Ed break down how tariffs have impacted second quarter earnings so far and what’s in store for U.S. companies. Then, they dig into OpenAI ...
Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson
25 Jul 2025
Contributed by Lukas
Stuart Simpson, CEO of Vertical Aerospace, joins the show to break down the competitive landscape of the eVTOL market and where Vertical Aerospace sit...
Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)
24 Jul 2025
Contributed by Lukas
Ed and Scott break down the new U.S.-Japan trade agreement and what Wall Street’s reaction tells us about who really came out on top. Then, Ed digs ...
Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift
23 Jul 2025
Contributed by Lukas
Ed unpacks why Philip Morris’ stock stumbled after its second-quarter report, what Coca-Cola’s results reveal about the state of the junk food ind...
Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO
22 Jul 2025
Contributed by Lukas
Ed unpacks why Netflix’s stock fell despite a strong second-quarter earnings report. Then he and Scott dig into why an LVMH-backed investor group is...
Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading
21 Jul 2025
Contributed by Lukas
Scott and Ed unpack the latest inflation data and why it’s sparking so much debate. Then, they dig into a record-breaking quarter for trading. Final...
The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle
18 Jul 2025
Contributed by Lukas
Monica de Bolle, senior fellow at the Peterson Institute for International Economics, joins the show to break down Latin America’s economic landscap...
Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang
17 Jul 2025
Contributed by Lukas
Ed and Scott break down how markets responded to the latest tensions between Trump and Jerome Powell. Then, Ed explains why ASML’s stock tumbled fol...