Podcasts · Investing
Prof G Markets
310 episodes · 20 with AI analysis
Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead. Fast takes. Clear insights. No jargon — just signal. Have a question or comment for us? Reach out to markets@profgmedia.com. Part of the Vox Media Podcast Network.
AI Intelligence · across all analyzed episodes
People · top 20
Companies · top 20
Topics · top 10
Geopolitical Risk Premiums×2SpaceX IPO Valuation and FinancialsAdjusted EBITDA Accounting ManipulationAI Business Unit Profitability CrisisFounder Voting Control and Governance RiskSpeculative Future Revenue Streams (Asteroid Mining, Point-to-Point Travel)Starship Development Status and Timeline RiskNvidia Earnings and Recurring Revenue TransitionSemiconductor Cyclicality vs. Software TransitionIndex Inclusion Arbitrage in IPO Markets
Analyzed Episodes
May 21, 2026
SpaceX Just Filed to IPO — The Numbers Are Ugly
SpaceX IPO Valuation and FinancialsAdjusted EBITDA Accounting ManipulationAI Business Unit Profitability Crisis
View AnalysisMay 12, 2026
AI Is Making Us All Dumber
AI Impact on Cognitive Fitness and Deep WorkStudent Cheating at Scale Using Large Language ModelsReading and Writing as Foundational Human Cognitive Activities
View AnalysisMay 15, 2026
The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran
AI Business Model ViabilityMarket Concentration RiskChip Sector Valuations
View AnalysisMay 14, 2026
AI Skeptic: This Business Makes No Sense
AI Revenue Recognition and Accounting PracticesData Center Buildout and Infrastructure ConstraintsAI Model Inference Economics and Cost Structures
View AnalysisMay 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
Inflation Measurement and Core vs. Headline InflationGeopolitical Risk and Energy Price VolatilityU.S.-Iran Conflict Economic Impact
View AnalysisMay 8, 2026
Why Oil Still Runs the World — ft. Daniel Yergin
Strait of Hormuz Strategic Importance and VulnerabilityIran Nuclear Capabilities and Geopolitical LeverageU.S. Shale Revolution and Energy Independence
View AnalysisMay 6, 2026
Why Americans Earning $500K a Year Still Feel Broke
High-income financial anxiety and hedonic adaptationHousing affordability crisis and policy solutionsMoney psychology and behavioral finance
View AnalysisApr 29, 2026
Data Center Debate: Are Energy Bills About To Explode?
AI Data Center Energy Demand and Grid CapacityPower Grid Stability and Voltage Ride-Through IssuesInterruptible Tariffs and Grid-Responsive Load Management
View AnalysisApr 30, 2026
Ray Dalio: The World Order Has Unraveled
Big Cycle Theory and Five Forces FrameworkU.S. National Debt and Deficit SpendingDebt Service Cycles and Credit System Dynamics
View AnalysisApr 28, 2026
The Biggest IPO In History Isn’t What You Think It Is
SpaceX IPO valuation and pricing mechanicsNASDAQ index inclusion rules and fast-tracking proceduresSpace-based data center feasibility and engineering challenges
View AnalysisApr 27, 2026
Two Months In: Why Markets Stopped Caring About Iran
Iran Conflict Market ImpactTech Sector Earnings ResilienceCEO Leadership Attributes and Succession
View AnalysisApr 7, 2026
Iran Deadline Looms for an Economy on the Edge
Iran Strait of Hormuz Deadline and Oil MarketsJobs Report Analysis and Revisions MethodologyOpenAI IPO Readiness and CFO Conflict
View AnalysisApr 8, 2026
Trump Threatened to End Iranian Civilization — What Comes Next?
Iran Nuclear Threat and Geopolitical EscalationTrump Administration Military Decision-MakingStrait of Hormuz and Global Energy Security
View AnalysisApr 9, 2026
Markets Are Betting the Iran War Is Over — Is it?
Iran-US Ceasefire and Strait of Hormuz ReopeningOil Price Volatility and Energy Market DynamicsFederal Reserve Rate Cut Expectations
View AnalysisApr 24, 2026
The AI Job Crisis Andrew Yang Saw Coming
AI-driven job displacement and labor market impactCollege graduate unemployment and entry-level hiring collapseUniversal Basic Income vs. Negative Income Tax policy design
View AnalysisApr 23, 2026
The Most Dangerous AI Model Just Leaked
AI Model Security BreachesAnthropic Mythos CapabilitiesCybersecurity Vulnerability Disclosure
View AnalysisApr 22, 2026
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
CEO Succession PlanningApple's AI Strategy and InvestmentTim Cook's Legacy and Impact
View AnalysisApr 10, 2026
The “Ceasefire” Won’t Save The Economy — ft. Mark Zandi
Iran Ceasefire Economic ImpactOil Price Inflation Pass-ThroughStrait of Hormuz Shipping Tolls
View AnalysisApr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
Geopolitical Risk Management in PortfoliosIran Ceasefire and Oil Market VolatilityHalo Stocks and AI Infrastructure Beneficiaries
View AnalysisApr 14, 2026
The Oil Blockade Isn’t Spooking Markets — Yet
Strait of Hormuz Blockade and Oil Supply DisruptionOil Price Inflation Pass-Through EconomicsHeadline vs Core Inflation Dynamics
View Analysis