Prof G Markets

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Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for no mercy, no malice insight from Scott Galloway and Ed Elson 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. Part of the Vox Media Podcast Network.

2 DAYS AGO

Is Breaking Up Intel The Right Move? + The New Gold Rush

Ed and Josh Brown, co-founder and CEO of Ritholtz Wealth Management, open the show by discussing January’s housing starts data, X’s latest funding round, and the growing wave of companies emulating MicroStrategy’s approach to bitcoin. Then Josh unpacks the potential breakup of Intel. He breaks down how Intel’s leadership struggles led to its decline and explains why having a true visionary at the helm is crucial for a chip company. Josh and Ed also break down gold’s record-breaking surge and explain why banks are rushing to fly the commodity into the U.S. Ed questions whether gold is really a smart investment, while Josh explains why owning it outright might not be as valuable as people think. Subscribe to the Prof G Markets newsletter Join us for a live recording at SXSW Order "The Algebra of Wealth," out now Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

1h 3m
6 DAYS AGO

Why Chaos Has Become an Economic Strategy — ft. Kyla Scanlon

Ed opens the show by discussing Shein’s potential valuation cut, South Korea’s crackdown on DeepSeek, and the controversy surrounding Javier Milei’s promotion of a memecoin. Then Kyla Scanlon, author of “In This Economy? How Money and Markets Really Work”, returns to the show to unpack the concept of “FAFOnomics” and explore Gen Z’s growing concerns about the U.S. economy. Finally, Kyla offers advice for Gen Z on navigating today’s labor market and emphasizes why adaptability is essential for career success. Meet us at SXSW Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

47 min
17 FEB

Is Reddit Undervalued? + Netflix Goes After Podcasts

Scott and Ed open the show by discussing the latest inflation report, the rise of tuition at private schools and the EU’s investment in AI. Then they break down Reddit’s earnings, explaining why the company has significant room for growth. Scott and Ed also discuss Netflix's potential move into podcasting, examining why high-quality video is the new key to success in the medium. They also debate what a hit Netflix show for a podcaster could look like. Subscribe to the Prof G Markets newsletter Join us for a live recording at SXSW Order "The Algebra of Wealth," out now Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

1h 2m
13 FEB

The State of Trade with China — ft. Alice Han

Scott and Ed open the show by discussing the aluminum and steel tariffs, Trump’s plan to close the carried interest loophole, and Elon Musk’s bid for OpenAI. Then Alice Han, China economist and director at Greenmantle, returns to the show to break down the potential impact of Trump’s tariffs on China’s economy. She explains how China’s weak consumer environment is driving down prices domestically, weighs in on what the “Sputnik moment” of DeepSeek means for China’s place in the AI race, and offers her take on the country’s relationship with Elon Musk. Finally, Alice shares why she believes we’re entering a period of heightened geopolitical instability. Subscribe to the Prof G Markets newsletter Come see us live at SXSW Order "The Algebra of Wealth," out now Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

1h 3m
10 FEB

Spotify’s First Year of Profitability + Is Google Losing its Edge?

Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could drive real impact in the industry, while Ed explains why he doesn't think Spotify is to blame for the struggle of artists. Finally, they unpack Google’s earnings, with Scott highlighting the biggest red flag for shareholders and Ed explaining why he remains bullish on the company. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

57 min
6 FEB

The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran

Scott and Ed open the show by discussing the potential tariffs on Mexico and Canada, Palantir’s earnings, and Vanguard’s largest fee cut ever. Then Aswath Damodaran, professor of finance at NYU’s Stern School of Business, returns to the show to analyze how DeepSeek’s rise reshapes the AI landscape. He shares why he hasn’t valued Palantir yet but still sees it as a potential AI leader and a prototype for the premium AI market. Aswath also weighs in on whether Tesla and Nvidia are overvalued, offers his views on tariffs, and explains why he thinks Intel has been overly punished. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

1h 4m
3 FEB

Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback

Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its spending plans in response to the DeepSeek drawdown. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

55 min
30 JAN

Winners and Losers After DeepSeek — ft. Robert Armstrong

Scott and Ed open the show by discussing the stock market’s reaction to DeepSeek’s arrival, a record in private equity stake sales, and the rising unemployment rate among recent MBA graduates. Then Robert Armstrong, U.S. financial commentator for the Financial Times, returns to the show to break down the winners and losers of the DeepSeek trade. He explains why, despite significant developments in China’s corporate economy, he still believes Chinese stocks remain uninvestable. Robert also offers his thoughts on European and U.K. stocks relative to their U.S. peers, gives his take on Trump’s comments on interest rates, and explains how the immigration crackdown could affect investors. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 hr

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Prof G Markets Achieves Lift Off

Coming May 20th to a brand new podcast feed every Monday and Thursday: more Scott, more Ed, more Markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

03/05/2024

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1 min

Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Tune in every Monday and Thursday for no mercy, no malice insight from Scott Galloway and Ed Elson 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. Part of the Vox Media Podcast Network.