Podcast · 416 episodes
Prof G Markets, page 2
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.
All episodes, page 2
The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel ZucmanThe rise of billionaire wealth and how tax policy (lower rates, loopholes, and tax havens) let the ultra-wealthy avoid income taxes; Zucman argues for wealth-based taxation, focusing on California’s…14 Aug 2026 · 1 h 12 min · 25 chapters
“AI Compute Futures” — Has Wall Street Gone Too Far?CME launching “compute futures” (contracts tied to one month of NVIDIA chip capacity) and the broader question of whether AI compute can be treated like a tradable commodity; risks of financializing…13 Aug 2026 · 32 min · 13 chapters
Inside Nvidia’s $500B AI Financing LoopThe episode discusses two market themes: Nvidia’s proposed $500B AI financing “loop” and the post-SpaceX slump in space stocks, plus a brief founder-fraud commentary.12 Aug 2026 · 32 min · 11 chapters
Here's What The Jobs Report Isn’t Telling YouThe episode discusses two linked stories: (1) the July jobs report and what it hides, and (2) big-tech’s AI messaging and its labor/economic implications.11 Aug 2026 · 33 min · 20 chapters
Bulls vs. Bears: Who’s Right About This Market?Markets roundup focused on “bull vs. bear” arguments for the S&P 500 at record highs, with a central debate over whether AI-driven earnings and valuations are sustainable.10 Aug 2026 · 1 h 9 min · 23 chapters
Aswath Damodaran: Big Tech Has No Idea How AI Pays OffBig Tech’s Q2 results and the valuation problem created by massive AI capex, unclear business models, and cross-holdings in AI frontier labs.7 Aug 2026 · 1 h 7 min · 18 chapters
Michael Burry Says This Is The Top — Is It?Market outlook debate—whether stocks are near a “major top” (Michael Burry) driven by AI economics—and a second segment on tariffs and Iran-related shipping disruptions affecting global logistics.6 Aug 2026 · 35 min · 17 chapters
Apple’s War On OpenAI Just Got PersonalThe episode covers two stories: (1) Apple vs. OpenAI over alleged trade-secret theft tied to Apple’s upcoming AI hardware, and (2) SpaceX’s first public earnings and the financial risks of AI compute…5 Aug 2026 · 28 min · 10 chapters
Aschenbrenner’s AI Fund Collapse Is Just The BeginningThe episode connects two market stories: (1) the collapse of Leopold Aschenbrenner’s AI-focused hedge fund Situational Awareness and (2) U.S.4 Aug 2026 · 35 min · 14 chapters
How Leverage Turned An AI Boom Into A CrashHow leverage amplified the AI boom into a crash, using South Korea’s single-stock leveraged ETFs as the main case study, then tying it to big-tech earnings and AI monetization/valuation distortions.3 Aug 2026 · 1 h 20 min · 34 chapters
The Next Era of Warfare is HereAI and software-first defense startups are reshaping modern warfare, with Anduril as an example.2 Aug 2026 · 1 h 5 min · 25 chapters
Jim Chanos: We’re In The Golden Age Of FraudJim Chanos argues markets are expensive and AI spending resembles prior boom-and-bust cycles, with risks tied to concentrated hyperscaler CapEx, circular financing, AI-related debt moving into SPVs,…31 Jul 2026 · 1 h 9 min · 23 chapters
Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?The episode compares AI spending and market reactions across big tech, then shifts to the Fed’s rate decision and ends with controversy around FIFA’s new investment vehicle.30 Jul 2026 · 34 min · 14 chapters
Why The Nasdaq Just Hit Correction TerritoryThe Nasdaq’s slide into correction territory is tied to semiconductors and rising credit stress around AI infrastructure debt; the episode also covers a new U.S.29 Jul 2026 · 35 min · 19 chapters
China Is Undercutting America’s AI GiantsThe episode argues that China is undercutting U.S. AI leaders via cheaper, competitive “open-weight” models and a fast-following strategy.28 Jul 2026 · 34 min · 19 chapters
How Big Tech Offloaded The Risk Of AIBig Tech’s AI data-center buildout is increasingly financed through off-balance-sheet structures (data-center SPVs), shifting leverage and default risk from the tech companies to private credit…27 Jul 2026 · 1 h 17 min · 21 chapters
America’s Economy Is Entering a New Era — ft. Noah SmithWhether the U.S. economy is entering a new era driven by AI—covering the China vs. U.S. AI race, “AI dumping,” supply vs.24 Jul 2026 · 1 h 1 min · 21 chapters
AI Has A Hidden Debt ProblemThe episode argues that AI data-center buildouts are financed with “hidden” off-balance-sheet debt, creating a potential repayment crisis if AI demand slows.23 Jul 2026 · 42 min · 17 chapters
Trump’s Tariffs Are Back — And Crazier Than EverThe episode covers (1) renewed U.S. tariff chaos: Trump’s 50% tariffs on most Canadian goods next month, a 25% tariff on certain Brazilian imports starting immediately, and the expiration of…22 Jul 2026 · 32 min · 11 chapters
Gas Is Back Above $4 — And Could Keep RisingThe episode is about two market drivers: Middle East conflict pushing oil and gasoline higher, and China’s release of a major open-source AI model (Kimi K3) rattling tech stocks and intensifying the…21 Jul 2026 · 33 min · 17 chapters
OpenAI Is Spinning Out Of Sam Altman's ControlThe episode argues that OpenAI is losing control and credibility, while the broader market is still overly concentrated in AI.20 Jul 2026 · 1 h 6 min · 23 chapters
SpaceX Is Down 40% — How Low Can It Go?SpaceX stock’s sharp post-IPO decline and New York’s one-year moratorium on large AI data center permits, plus brief market context and political commentary.16 Jul 2026 · 28 min · 11 chapters
Why America’s Inflation Problem Isn’t Going AwayThe episode argues that U.S. inflation is easing but likely to remain “sticky,” driven by energy-price volatility (Iran/Strait of Hormuz), underlying inflation near 3–3.5%, and weaker labor-market…15 Jul 2026 · 33 min · 12 chapters
Apple Just Declared War On OpenAIThe episode covers (1) Apple’s lawsuit against OpenAI over alleged trade-secret theft tied to OpenAI’s planned hardware device, (2) AI/semiconductor market ripple effects and broader macro moves, (3)…14 Jul 2026 · 30 min · 10 chapters