Podcast · 416 episodes
Prof G Markets, page 5
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 5
OpenAI's Week From Hell — And Why Anthropic Is WinningOpenAI’s “week from hell” (missed growth/revenue targets, Elon Musk lawsuit, safety/leadership concerns) and why Anthropic is overtaking it; plus big-tech earnings and market reaction focused on AI…4 May 2026 · 1 h 13 min · 16 chapters
Will This $11B AI Startup Disrupt Big Law?AI disruption in big law; whether Harvey can automate parts of mergers, litigation, and compliance, and why adoption is slower than raw model capability.3 May 2026 · 51 min · 15 chapters
The Case for AI Optimism — ft. Reid HoffmanAI optimism vs AI pessimism—how frontier models are improving, how AI business models may evolve (including “utility-like” compute), the competitive landscape, cybersecurity implications (Anthropic’s…1 May 2026 · 1 h 15 min · 34 chapters
Ray Dalio: The World Order Has UnraveledRay Dalio (Bridgewater founder, NYT bestselling author) argues that markets are driven by a repeating “big cycle” shaped by five forces: monetary conditions, debt cycles, domestic political/social…30 Apr 2026 · 34 min · 9 chapters
Data Center Debate: Are Energy Bills About To Explode?Whether the AI/data-center buildout will drive U.S. electricity bills sharply higher, and what technical and policy changes could prevent a “grid crisis.”29 Apr 2026 · 42 min · 15 chapters
The Biggest IPO In History Isn’t What You Think It IsThis episode of Prof G Markets focuses on two major market themes: (1) SpaceX’s planned IPO and whether its rumored $2T valuation is justified, and (2) why emerging markets are rallying, largely tied…28 Apr 2026 · 37 min · 10 chapters
Two Months In: Why Markets Stopped Caring About IranAfter two months of the U.S.-Iran conflict (started Feb 28), the episode argues markets have “stopped caring” because stock performance is driven more by tech/services earnings than by oil and gas…27 Apr 2026 · 1 h 15 min · 29 chapters
The AI Job Crisis Andrew Yang Saw ComingAI-driven job displacement and wealth inequality, revisiting Andrew Yang’s 2018 warnings and Freedom Dividend/UBI ideas; debate over whether AI is truly destroying jobs now or mainly slowing hiring.24 Apr 2026 · 1 h 4 min · 22 chapters
The Most Dangerous AI Model Just LeakedMarkets and tech news, centered on (1) Anthropic’s leaked “Mythos” AI hacking model and (2) Tesla Q1 earnings, plus commentary on Iran ceasefire claims and oil/gas impacts.23 Apr 2026 · 36 min · 15 chapters
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?Apple’s CEO transition—Tim Cook stepping down after 15 years, John Ternus taking over, and whether Apple will “pay the price” for not investing heavily in AI infrastructure.22 Apr 2026 · 36 min · 15 chapters
Iran War Will Cost Every Household $50,000U.S.-Iran ceasefire uncertainty and economic fallout (oil, defense spending, household costs), plus a later segment on streaming-company earnings and layoffs (Netflix/Disney) and a final…21 Apr 2026 · 39 min · 13 chapters
Stocks Rip to Record Highs, Leaving War in the DustMarkets rally to record highs despite geopolitical turmoil (Iran tensions, Strait of Hormuz blockade, oil-price/inflation fears) and rising backlash against AI, including proposed data-center bans…20 Apr 2026 · 1 h 18 min · 26 chapters
Is the Labor Market About to Tip Us Into Recession? — ft. Kathryn Anne EdwardsWhether the U.S. labor market is close to tipping into recession, driven by slowing hiring/mobility, layoffs risk, policy uncertainty, and structural weaknesses (including employer concentration),…17 Apr 2026 · 1 h 11 min · 25 chapters
Wall Street Is Thriving on Chaos — Will It Last?Wall Street’s earnings and market performance amid geopolitical chaos, plus a satellite-industry update (Amazon buying Globalstar), and a critique of AI hype (Allbirds rebrand to “New Bird AI”).16 Apr 2026 · 34 min · 12 chapters
Violent Backlash: What the Sam Altman Attacks Signal for AIThe episode examines rising anti-AI backlash in the US, using recent attacks on OpenAI CEO Sam Altman and local opposition to data centers as evidence.15 Apr 2026 · 34 min · 12 chapters
The Oil Blockade Isn’t Spooking Markets — YetU.S. Navy blockade of the Strait of Hormuz after Iran peace talks collapsed; market reaction; implications for inflation, growth, and recession risk; then a cybersecurity segment on Anthropic’s…14 Apr 2026 · 37 min · 11 chapters
Don't Try to Beat This Market — Here's What to Do InsteadThe episode argues that investors shouldn’t try to “beat” fast-moving geopolitical markets (Iran ceasefire headlines, oil/stock swings).13 Apr 2026 · 55 min · 20 chapters
The “Ceasefire” Won’t Save The Economy — ft. Mark ZandiAfter Trump’s nuclear threat and a subsequent “two-week ceasefire” with Iran, Mark Zandi argues the economy isn’t truly saved; oil and inflation risks persist, and uncertainty raises recession odds.10 Apr 2026 · 47 min · 14 chapters
Markets Are Betting the Iran War Is Over — Is it?Markets react to a U.S.-Iran two-week ceasefire and the reopening of the Strait of Hormuz, debating whether it’s a durable end to the conflict.9 Apr 2026 · 33 min · 16 chapters
Trump Threatened to End Iranian Civilization — What Comes Next?Trump’s ultimatum to Iran over reopening the Strait of Hormuz, including a Truth Social post threatening “a whole civilization” and potential strikes on civilian infrastructure; discussion of…8 Apr 2026 · 45 min · 20 chapters
Iran Deadline Looms for an Economy on the EdgeEd Elson covers markets, the Iran Strait of Hormuz deadline, and the U.S. economy’s resilience, then pivots to the AI IPO race and OpenAI’s media strategy.7 Apr 2026 · 41 min · 11 chapters
How to Invest When Nothing Makes SenseThe episode argues markets are unusually hard to predict due to geopolitical and AI uncertainty, then pivots to SpaceX’s imminent IPO and whether its valuation is justified.6 Apr 2026 · 1 h 13 min · 28 chapters
First Time Founders: How Partiful Is Fixing the Loneliness CrisisPartiful (Portiful in transcript) and how it tackles loneliness by making it easy to plan and coordinate real-life events for young people.4 Apr 2026 · 55 min · 20 chapters
Marriage Is the Biggest Financial Risk You’ll Take — ft. James SextonMarriage as a major financial risk; how money, distrust, and communication patterns contribute to divorce; why divorce stats can be misleading; and practical “best practices” to reduce marital…3 Apr 2026 · 1 h 9 min · 23 chapters