Prof G Markets
Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Join Scott Galloway and Ed Elson every weekday for no mercy, no malice insight on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. New episodes every Monday through Friday. Part of the Vox Media Podcast Network. Have a question or comment for us? Reach out to markets@profgmedia.com.
Episodes
December 9, 2025 • 35 mins
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 and what it means for the U.S. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins to analyze Paramount’s hostile bid for Warner Bros. Discovery and how it stacks up against Netflix’s deal from an antitrust perspecti...
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December 8, 2025 • 74 mins
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 to the potential Anthropic IPO, examining how the AI narrative has evolved over the past year. Finally, they discuss the Trump Account Program and what America should be doing to better support kids before they turn 18.
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December 5, 2025 • 52 mins
Ed Elson and Scott Galloway are joined by Paul Krugman, Nobel Prize winning economist, and distinguished professor of economics at the graduate center of CUNY, to break down what concerns him the most about this year’s economy. He weighs in on the affordability crisis, how the White House is handling AI policy, and where the media is headed.
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December 4, 2025 • 31 mins
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 means for the escalating AI chip race. Then Brad Gerstner, founder, chairman, and CEO of Altimeter Capital, joins the show to discuss how he helped bring the new “Trump account” program to life.
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December 3, 2025 • 35 mins
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 for the broader AI race. Then Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, comes on to discuss his viral essay arguing that the real poverty line in the U.S. for a family of four is $140,000.
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December 2, 2025 • 30 mins
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 Robert Sockin, Citi’s Global Economist, returns to the show to analyze Black Friday sales and what’s really behind the surge.
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December 1, 2025 • 79 mins
In this special episode of Prof G Markets, Scott Galloway and Ed Elson unpack the complicated relationship between money and modern masculinity — from dating dynamics and economic anxiety to the rise of incel culture and the pressures men face to “provide.” Scott responds to viral critiques of his message, reflects on his own upbringing and addictions around money, and explores how financial stability, character, and emotional cont...
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November 26, 2025 • 32 mins
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 Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for crypto heading into 2026. Finally, Ed closes the episode with a message on gratitude.
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November 25, 2025 • 34 mins
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 the markets. Then Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast, returns to the show to dig into the September jobs report and what it tells us about the state of the labor market. And finally, Ed shares his takeaways from the disbanding of the Depart...
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November 24, 2025 • 78 mins
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies. Finally, they discuss whether college remains a sound investment, and what new graduates can do to improve their job prospects.
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November 21, 2025 • 68 mins
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks for 2026.
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November 20, 2025 • 35 mins
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 bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And finally, Ed shares his takeaways from the meeting between President Trump and Saudi Ara...
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November 19, 2025 • 31 mins
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 state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom.
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November 18, 2025 • 28 mins
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, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs into why Berkshire Hathaway just snapped up roughly $5 billion worth of Google shares.
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November 17, 2025 • 69 mins
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. Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. Finally, they dig into why the housing crisis is getting worse and whether or not the 50 year mortgage will help the problem.
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November 14, 2025 • 68 mins
Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business, to unpack his growing concerns about the markets and how investors should position themselves. He also weighs in on our big tech stock pick of 2026 and offers practical advice for young people feeling anxious about their financial future.
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November 13, 2025 • 34 mins
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finally, Ed speaks with Robert Sockin, Senior Global Economist at Citi to explain what the end to the government shutdown really means for the...
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November 12, 2025 • 30 mins
Ed Elson sits down with Justin Wolfers, Professor of Economics and Public Policy at the University of Michigan, to unpack President Trump’s proposed $2,000 tariff dividend. Then, Alex Heath, author of The Verge’s Sources newsletter and co-host of the Decoder podcast, joins the show to break down the growing rivalry between Anthropic and OpenAI, and their sharply different business strategies.
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November 11, 2025 • 31 mins
Ed Elson is joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to break down how investors reacted to Paramount’s first earnings since David Ellison’s takeover. Then, Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware joins the show to unpack Elon Musk’s $1 trillion pay package. Finally, Ed takes a look at Warren Buffett’s final le...
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November 10, 2025 • 65 mins
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 Supreme Court’s high-stakes tariff case and discuss an arbitrage opportunity in the middle of it. Finally, they dig into the surge in prediction markets and why the Trump administration has steered clear of cracking down.
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