Prof G Markets

Greenland Tariffs Are Off — Is There a Deal?

22 Jan 2026

Contributed by Lukas

Ed Elson sits down with China Decode host and economist Alice Han to break down China’s plunging birth rate and why it poses a serious challenge for...

Wall Street Sinks on Greenland Risk

21 Jan 2026

Contributed by Lukas

Ed Elson speaks with Justin Wolfers, professor of public policy and economics at the University of Michigan, about how U.S. markets reacted to Preside...

Europe Braces for Trump’s Greenland Tariffs

20 Jan 2026

Contributed by Lukas

Ed Elson speaks with Robert Armstrong, U.S. financial commentator for the Financial Times and author of the Unhedged newsletter, about President Trump...

Why Trump’s War Week Didn’t Break Markets

19 Jan 2026

Contributed by Lukas

Scott Galloway and Ed Elson unpack President Trump’s investigation into Jerome Powell, with Scott explaining why he believes the goal is to sideline...

Your Brain is the Worst Investor in the Room — ft. Scott Nations

16 Jan 2026

Contributed by Lukas

Ed Elson is joined by Scott Nations, President of Nations Indexes and author of “The Anxious Investor”, to break down why human psychology often l...

Why Big Banks Are Selling-Off

15 Jan 2026

Contributed by Lukas

Ed Elson sits down with Saul Martinez, Head of U.S. Financials Research at HSBC, to unpack bank earnings and the implications of a credit card interes...

Trump’s 25% Iran Tariffs Explained

14 Jan 2026

Contributed by Lukas

Ed Elson speaks with Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, about the economic situation in Iran and w...

The DOJ Comes for Jerome Powell

13 Jan 2026

Contributed by Lukas

Ed Elson breaks down the Justice Department’s investigation of Fed Chair Jerome Powell with Liz Hoffman, Semafor’s business and finance editor, an...

Is Imperialism Good for Your Portfolio?

12 Jan 2026

Contributed by Lukas

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what i...

Why the AI Bubble Hasn’t Popped — ft. Josh Brown

09 Jan 2026

Contributed by Lukas

Ed Elson is joined by Josh Brown, co-founder and CEO of Ritholtz, to unpack his biggest takeaways from markets in 2025 and what he expects in the year...

Why Trump Wants Greenland

08 Jan 2026

Contributed by Lukas

Ed Elson speaks with Gracelin Baskaran, director of the Critical Minerals Security Program at the Center for Strategic and International Studies, abou...

Can a GLP-1 Pill Revive Novo Nordisk?

07 Jan 2026

Contributed by Lukas

Ed Elson speaks with Alex Heath, host of the ACCESS Podcast, about why Nvidia is dominating the news out of the CES conference. Then Jared Holz, Healt...

What Venezuela’s Regime Change Means for Oil

06 Jan 2026

Contributed by Lukas

Ed Elson checks in with Mark Zandi, Chief Economist at Moody’s Analytics, on his outlook for 2026 to start the year. Then Rapidan Energy Group found...

Scott Galloway’s Predictions for 2026

05 Jan 2026

Contributed by Lukas

Scott shares his predictions for the year ahead, including his picks for the tech of the year and stock of 2026. He also forecasts what’s in store f...

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...