Prof G Markets

Podcasts · Investing

Prof G Markets

344 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

Topics · top 10

Federal Reserve Policy and Interest Rate ExpectationsAI Stock Valuations and Rate SensitivityJobs Report Analysis and Labor Market StrengthEquity Issuance and Capital Markets SupplyTech IPO Pipeline (SpaceX, OpenAI, Anthropic)Real Wage Growth vs. InflationStock Market Selloff MechanicsHealthcare Sector Job Growth ConcentrationSupply and Demand Economics in Equity MarketsMarket Sentiment and Animal Spirits

Analyzed Episodes

Jun 9, 2026

Why A Hot Jobs Report Spooked Wall Street

Federal Reserve Policy and Interest Rate ExpectationsAI Stock Valuations and Rate SensitivityJobs Report Analysis and Labor Market Strength
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Jun 10, 2026

How Influencers Hijacked The Consumer Economy

Influencer Marketing ROI and SustainabilityAlgorithm-Driven Consumer BehaviorViral Product Longevity and Business Models
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Jun 16, 2026

The Iran “Deal” Isn’t What It Seems

US-Iran Nuclear Program NegotiationsStrait of Hormuz Blockade and Global Oil MarketsCeasefire Agreement Terms and Verification
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Jun 12, 2026

The IPO Frenzy Has Begun — ft. Howard Marks

IPO Valuation and Pricing StrategyAI Investment Risk AssessmentHistorical Bubble Comparisons (Railroads, Radio, Internet, Dot-Com)
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May 21, 2026

SpaceX Just Filed to IPO — The Numbers Are Ugly

SpaceX IPO Valuation and FinancialsAdjusted EBITDA Accounting ManipulationAI Business Unit Profitability Crisis
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May 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
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May 15, 2026

The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran

AI Business Model ViabilityMarket Concentration RiskChip Sector Valuations
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May 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
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May 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
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May 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
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May 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
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Apr 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
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Apr 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
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Apr 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
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Apr 27, 2026

Two Months In: Why Markets Stopped Caring About Iran

Iran Conflict Market ImpactTech Sector Earnings ResilienceCEO Leadership Attributes and Succession
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Apr 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
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Apr 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
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Apr 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
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Apr 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
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Apr 23, 2026

The Most Dangerous AI Model Just Leaked

AI Model Security BreachesAnthropic Mythos CapabilitiesCybersecurity Vulnerability Disclosure
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