Podcast · 416 episodes
Prof G Markets
by Vox Media Podcast Network · English
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.
Latest episodes
Anthropic’s Financials Revealed — The Losses Are StunningMarkets and IPOs, centered on Anthropic’s leaked S-1 financials and valuation; also covers the Aura IPO pause and a later segment on Manchester City’s financial fraud ruling.30 Sep 2026 · 31 min
Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityGlobal market drop tied to US-Iran deadlock and a deeper bond sell-off. 10-year Treasuries near 5.3% (52-week high) and 30-year yields near highs since 2004; European borrowing costs also rise.29 Sep 2026 · 36 min
Investors Are Turning Against Data Centers (Here's Why)Investors are pulling back from data-center buildouts tied to AI, citing delays, financing risk, and weak demand signals; the episode also pivots to Netflix’s stock decline and the shift from…28 Sep 2026 · 1 h 10 min
All episodes
Anthropic’s Financials Revealed — The Losses Are StunningMarkets and IPOs, centered on Anthropic’s leaked S-1 financials and valuation; also covers the Aura IPO pause and a later segment on Manchester City’s financial fraud ruling.30 Sep 2026 · 31 min · 14 chapters
Wall Street Veteran: The Bond Sell-Off Is A Buying OpportunityGlobal market drop tied to US-Iran deadlock and a deeper bond sell-off. 10-year Treasuries near 5.3% (52-week high) and 30-year yields near highs since 2004; European borrowing costs also rise.29 Sep 2026 · 36 min · 14 chapters
Investors Are Turning Against Data Centers (Here's Why)Investors are pulling back from data-center buildouts tied to AI, citing delays, financing risk, and weak demand signals; the episode also pivots to Netflix’s stock decline and the shift from…28 Sep 2026 · 1 h 10 min · 22 chapters
How To Actually Regulate AI — ft. Alex BoresHow to regulate “frontier” AI to reduce catastrophic risk, improve accountability, and address infrastructure impacts (data centers).25 Sep 2026 · 1 h 2 min · 27 chapters
Bonds Are Going Haywire Again — Howard Marks Explains WhyBond yields surge again as US Treasuries sell off; Howard Marks argues the rise reflects persistent inflation, fiscal profligacy, and strong capital demand—not a temporary policy fix.24 Sep 2026 · 33 min · 13 chapters
Oil Expert: We Can’t Predict Iran AnymoreThe episode covers two market/policy stories: (1) oil prices and uncertainty around Iran/Saudi diplomacy and Strait of Hormuz risk, including how that risk premium is feeding into diesel/gas costs;…23 Sep 2026 · 32 min · 16 chapters
David Ellison’s Media Takeover Just Got GreenlitThe episode is about two things: (1) markets and a major media merger, and (2) the U.S. housing market’s affordability freeze.22 Sep 2026 · 30 min · 15 chapters
How Meta Could Quietly Win The AI RaceThe episode is a wide-ranging conversation that mixes markets commentary with a deep dive on AI product strategy.21 Sep 2026 · 1 h 4 min · 22 chapters
He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick BostromAI existential risk debate after claims that frontier labs believe AI could “kill us all” by end of decade; whether slowdown/regulation is warranted; how alignment, incentives, and agent behavior…18 Sep 2026 · 1 h 6 min · 25 chapters
Fed Hikes Rates For First Time In 3 Years — Here’s Why It MattersThe episode is about two things: (1) the Federal Reserve’s first rate hike in three years and what it signals for inflation, yields, and stocks; and (2) China’s response to AI fears, plus a brief…17 Sep 2026 · 36 min · 19 chapters
AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?The episode is a two-part market and AI-safety discussion. First, Ed Zitron (Better Offline; Where’s Your Ed At) reacts to viral claims that AI could “kill us all” and argues there’s no clear…16 Sep 2026 · 39 min · 16 chapters
Why OpenAI And Anthropic Are Pumping The BrakesThe “pace the frontier” debate in AI, sparked by Anthropic CEO Dario Amodei’s essay warning to slow AI capability progress and the risk of rogue agent swarms, versus OpenAI’s Sam Altman and Elon Musk…15 Sep 2026 · 28 min · 12 chapters
The Rate Hikes Are ComingThe episode “The Rate Hikes Are Coming” argues that rising oil, persistent inflation, and worsening U.S. debt dynamics are pushing markets toward higher Federal Reserve rates.14 Sep 2026 · 1 h 13 min · 29 chapters
Why The Bond Market Is Starting To Revolt — ft. Katie MartinBond markets are rising in yields globally, signaling investors’ alarm about excessive government borrowing and mixed policy messaging, with inflation and energy shocks as secondary factors.11 Sep 2026 · 1 h 7 min · 22 chapters
Anthropic Whistleblower Says AI Could “Kill Us All”Prof.G Markets episode mixing (1) a viral claim that AI could “kill us all” by end of decade, (2) AI safety regulation implications, and (3) AI spending concentration risk ahead of OpenAI/Anthropic…10 Sep 2026 · 33 min · 13 chapters
Canadian Economist: Trump’s Tariffs Are A Gift To Mark CarneyThe episode covers two main topics. First, Canada–U.S. trade escalation: Canada retaliates with tariffs on about $20B of U.S. goods (15%–50%), doubling tariffs on U.S.9 Sep 2026 · 37 min · 17 chapters
OpenAI Says “AGI” Is Here — What Does That Actually Mean?Prof G Markets episode mixes market updates with two main discussions: (1) OpenAI’s GPT-6 Astra being marketed as “AGI,” and (2) the August jobs report and what it implies for the labor market; it…8 Sep 2026 · 38 min · 17 chapters
Why Nobody Trusts the News — And How to Fix ItDeclining trust in news and how to rebuild it amid AI-driven changes to discovery and consumption.6 Sep 2026 · 58 min · 19 chapters
Tyler Cowen: The AI Bears Are Asking The Wrong QuestionsTyler Cowen discusses whether AI is in a “bubble,” how AI will affect jobs and labor markets, whether massive AI capex is sustainable, and what society should worry about instead (status disruption,…4 Sep 2026 · 1 h · 23 chapters
Bonds Are Warning Of A Global Inflation CrisisGlobal bond sell-off signaling a potential inflation crisis; rising yields worldwide tied to deficits, energy shocks (Iran/Strait of Hormuz), supply-chain reordering, and AI-related debt/CapEx.3 Sep 2026 · 38 min · 18 chapters
Geopolitical Expert: Iran War May Drag On For YearsThe episode covers two main stories: (1) markets reacting to renewed US-Iran military escalation near the Strait of Hormuz, and (2) antitrust regulation of big tech, plus a brief AI “compute deal”…2 Sep 2026 · 33 min · 12 chapters
Why Bessent Tried To Rescue The Bond Market (And Failed)U.S. bond-market turmoil tied to Scott Bessent’s off-schedule Treasury buybacks, and the Fed’s hawkish shift under Chair Kevin Walsh; later, AI “rogue agent” security risks after a Hugging Face hack,…1 Sep 2026 · 35 min · 13 chapters
Scott Galloway On Money, Happiness, And The Search For EnoughMoney “therapy” with Scott Galloway on whether money is ever enough, how money anxiety and self-worth work, and how to get off the “economic hamster wheel” without losing ambition.31 Aug 2026 · 58 min · 21 chapters
Prof G Markets Is Taking A Break — You Should TooThe host, Ed Elson, announces a short hiatus for Prof G Markets, arguing that taking vacation improves cognitive flexibility, originality, and attention based on studies (Behavioral Science…17 Aug 2026 · 4 min · 2 chapters