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Prof G Markets

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Prof G Markets

Vox Media Podcast Network

This Is How OpenAI Goes Broke — ft. Sebastian Mallaby

July 10, 2026 3:15am 1:05

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...

What Wall Street Got Wrong About Iran

July 09, 2026 3:15am 30 min

Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss what the Meta lawsui...

Why The World Is Spending More On War

July 08, 2026 3:15am 33 min

Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to break down why chip...

SpaceX Just Got Fast-Tracked Into Your Portfolio

July 07, 2026 3:15am 34 min

Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the show to break down the ...

OpenAI Wants A Government Bailout

July 06, 2026 3:15am 1:05

Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss why they don’t think there’s any justification for a government bailou...

Healthcare is Broken—This Company Wants to Fix It

July 05, 2026 3:15am 1:00

Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone too far. They also ...

Tom Lee's Case for S&P 8,000 Has One Big Catch

July 03, 2026 3:15am 1:01

Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, and the red flags he ...

The AI Trade Just Got A Warning From Meta

July 02, 2026 3:15am 41 min

Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s latest decisions and ...

Chip Stocks Are On Fire — Will It Last?

July 01, 2026 3:15am 31 min

Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its re...

OpenAI Hits Pause On Its IPO

June 30, 2026 3:15am 27 min

Ed Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitcoin selloff means for the crypto market. Finally, Ed gives his take on n...

This Market Is Directionless (And That Should Scare You)

June 29, 2026 3:15am 1:12

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories of the past six mon...

AI Is Dumber Than Investors Think — ft. Gary Marcus

June 26, 2026 3:15am 59 min

Ed Elson is joined by Gary Marcus to discuss why he’s concerned about the fact that we’re all-in on AI. They explore why he argues generative AI is inherently unreliable, whether the concerns surrounding Anthropic's Myth...

America Finally Has a Housing Plan. Trump Is Blocking It.

June 25, 2026 3:15am 34 min

Ed Elson is joined by Daryl Fairweather to break down whether the housing bill that just passed in the Senate will bring down housing prices in a meaningful way — if Trump lets it through. Then, Mike Issac joins the show...

SpaceX Stock Just Crashed — Here’s Why

June 24, 2026 3:15am 26 min

Ed Elson is joined by Gil Luria to discuss the global tech selloff and how SpaceX is fueling AI fears. Then, Arin Dube joins the show to break down his research on minimum wage increases and what it reveals about the pat...

Why Britain’s Economy Has Been Stuck For 20 Years

June 23, 2026 3:15am 29 min

Ed Elson is joined by Paul Johnson to discuss why Keir Starmer stepped down as Prime Minister and what his resignation reveals about the deeper challenges facing the U.K. economy. Then, Brian Kersmanc breaks down how mar...

No, We Do Not Have An Iran Deal

June 22, 2026 3:15am 1:14

Scott Galloway and Ed Elson break down the memorandum of understanding between the United States and Iran and explain why the agreement was unlikely to succeed from the start. Then, they unpack the financials behind Open...

Euphoria Has Taken Over The Markets — ft. Barry Ritholtz

June 19, 2026 3:15am 1:08

Ed Elson and Scott Galloway are joined by Barry Ritholtz to break down the market's reaction to the SpaceX IPO, including whether he thinks the valuation is justified and why he's concerned about the company's float. The...

Snap’s “Crucible Moment” Flops On Wall Street

June 18, 2026 3:15am 28 min

Ed Elson is joined by Mark Gurman to discuss what investors thought about Snap's new AR Specs and what the launch says about the company's future. Then, Mark Zandi breaks down the Fed's latest interest rate decision and ...

OpenAI’s Financials Leaked — The Losses Are Staggering

June 17, 2026 3:15am 34 min

Ed Elson is joined by Ed Zitron to discuss OpenAI’s leaked financials and how much money they are actually losing. Then, Nicolas Owens joins the show to unpack why he thinks SpaceX is overvalued. Finally, Ed explains why...

The Iran “Deal” Isn’t What It Seems

June 16, 2026 3:15am 30 min

Ed Elson is joined by Karim Sadjadpour to discuss the new agreement between the U.S. and Iran and whether or not this war is permanently resolved. Then, Reed Albergotti joins the show to unpack why the White House put ex...

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