Podcast · 416 episodes
Prof G Markets, page 3
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 3
Wall Street Is Pumping SpaceX — So Why Is It Falling?SpaceX’s stock drop after NASDAQ 100 inclusion; conflicts in Wall Street equity research; “great brotation” from crypto to AI; housing prices not falling; financial nihilism and leverage-driven…13 Jul 2026 · 1 h 10 min · 34 chapters
This Is How OpenAI Goes Broke — ft. Sebastian MallabyWhether OpenAI is financially unsustainable (“goes broke”), what investors should watch (IPO timing, burn rate, monetization), and how AI safety/policy should work amid US-China competition.10 Jul 2026 · 1 h 5 min · 19 chapters
What Wall Street Got Wrong About IranThe episode argues that Wall Street and policymakers misread the US-Iran “ceasefire/MOU,” leading to renewed strikes, oil spikes, and unpriced geopolitical risk.9 Jul 2026 · 31 min · 7 chapters
Why The World Is Spending More On WarThe episode argues that global conflict and AI-enabled warfare are driving a surge in defense spending, while markets are simultaneously reacting to semiconductor volatility and AI’s impact on jobs.8 Jul 2026 · 34 min · 10 chapters
SpaceX Just Got Fast-Tracked Into Your PortfolioMarkets recap plus two debates: (1) why SpaceX was fast-tracked into the NASDAQ 100 under new rules (15-day trading history, no float requirements) and what it means for passive index investing; (2)…7 Jul 2026 · 35 min · 21 chapters
OpenAI Wants A Government BailoutThe episode argues that AI companies are facing a demand-and-profitability crisis, and that OpenAI is seeking a “government bailout” via a proposed 5% U.S. stake.6 Jul 2026 · 1 h 6 min · 18 chapters
Healthcare is Broken—This Company Wants to Fix ItThe episode argues that U.S. healthcare is expensive and hard to access, and explains how Hims & Hers (a telehealth company) tries to “consumerize” care: fast on-demand doctor access, price…5 Jul 2026 · 1 h 1 min · 19 chapters
Tom Lee's Case for S&P 8,000 Has One Big CatchMid-year check-in on Tom Lee’s bullish 2026/late-2026 outlook for U.S.3 Jul 2026 · 1 h 1 min · 26 chapters
The AI Trade Just Got A Warning From MetaThe episode covers two main topics: (1) Meta’s reported plan to sell excess AI cloud compute, and (2) recent Supreme Court rulings reshaping executive power and campaign finance.2 Jul 2026 · 41 min · 11 chapters
Chip Stocks Are On Fire — Will It Last?The episode reviews July 1 market action and focuses on whether the semiconductor rally can last.1 Jul 2026 · 32 min · 12 chapters
OpenAI Hits Pause On Its IPOThe episode covers two main market stories. First, OpenAI is reportedly delaying its IPO until 2027 after a confidential SEC filing on June 8 and an earlier plan to debut in fall; the New York Times…30 Jun 2026 · 27 min · 9 chapters
This Market Is Directionless (And That Should Scare You)Mid-2026 “halftime” market review focused on whether the AI-driven rally is sustainable, why leadership rotated from “Magnificent Seven” to AI infrastructure (chips/memory), and the biggest H2 risk:…29 Jun 2026 · 1 h 13 min · 30 chapters
AI Is Dumber Than Investors Think — ft. Gary MarcusGary Marcus argues generative AI (especially LLMs) is financially unsustainable and technically unreliable, and that regulators should impose real accountability rather than letting companies…26 Jun 2026 · 59 min · 20 chapters
America Finally Has a Housing Plan. Trump Is Blocking It.The episode covers three main stories: (1) U.S. housing legislation, (2) Meta’s move into prediction markets, and (3) trends at Cannes Lions advertising festival.25 Jun 2026 · 35 min · 17 chapters
SpaceX Stock Just Crashed — Here’s WhyMarket recap and two guest segments. Main focus is tech volatility after SpaceX’s public debut and financing news: major indices down as tech sells off; oil down; dollar up on rate-hike expectations.24 Jun 2026 · 27 min · 8 chapters
Why Britain’s Economy Has Been Stuck For 20 YearsThe episode links Britain’s 20-year economic stagnation and political instability to Brexit-era policy failures and weak productivity, then pivots to markets: the US-Iran memorandum affecting the…23 Jun 2026 · 29 min · 14 chapters
No, We Do Not Have An Iran DealDebate over a US-Iran “memorandum of understanding” pausing conflict and reopening the Strait of Hormuz, arguing it’s not a real nuclear deal; later, discussion of leaked OpenAI and reported…22 Jun 2026 · 1 h 14 min · 22 chapters
Euphoria Has Taken Over The Markets — ft. Barry RitholtzWhether markets are in “euphoria,” driven by SpaceX’s IPO and broader stock optimism, and how to think about valuation, IPO dynamics, and hedging vs diversification.19 Jun 2026 · 1 h 8 min · 23 chapters
Snap’s “Crucible Moment” Flops On Wall StreetThe episode covers two market drivers: Snap’s AR “Snap Specs” launch and the Federal Reserve’s first unanimous rate decision under Chair Kevin Walsh, plus a later discussion on AI in investing.18 Jun 2026 · 29 min · 10 chapters
OpenAI’s Financials Leaked — The Losses Are StaggeringMarket update plus two segments: (1) OpenAI’s leaked financials ahead of its planned IPO; (2) SpaceX valuation and stock trading after its Cursor acquisition, plus broader “dot-com/euphoria” concerns.17 Jun 2026 · 34 min · 15 chapters
The Iran “Deal” Isn’t What It SeemsThe episode covers two things: (1) a reported US-Iran “memorandum of understanding” after 107 days of war, and (2) a US-White House dispute with Anthropic over AI export controls.16 Jun 2026 · 31 min · 15 chapters
SpaceX IPO Takes Off — And Elon Is Now A TrillionaireSpaceX’s IPO and Elon Musk becoming a trillionaire, plus debate over valuation, “manufactured scarcity,” governance (dual-class voting), and how circular deals may distort markets.15 Jun 2026 · 1 h 24 min · 32 chapters
The IPO Frenzy Has Begun — ft. Howard MarksThe episode examines whether today’s IPO wave—highlighted by SpaceX’s expected “largest IPO in history” and filings by Anthropic and OpenAI—reflects “irrational exuberance,” and how investors should…12 Jun 2026 · 56 min · 24 chapters
SpaceX Goes Public Tomorrow — Look Out BelowMarkets and AI/tech IPOs dominate. The episode covers SpaceX’s imminent Nasdaq IPO (largest ever, ~$75B raise, ~$1.77T valuation, ~95x sales, reportedly 4x oversubscribed) and how it could drain…11 Jun 2026 · 34 min · 18 chapters