Prof G Markets
Hosted by Ed Elson & Scott Galloway · 37 decoded episodes · newest Oct 8, 2026
Prof G Markets is a daily briefing on the news moving financial markets, covering earnings, geopolitics, Big Tech, and artificial intelligence. Hosted by Scott Galloway and Ed Elson, the show delivers fast, direct analysis focused on what is happening, why it matters, and how listeners can stay ahead—without jargon.
Episodes 37
- Oct 8, 2026 · 39 minSpaceX’s financing plans test private-market valuationThe episode connects SpaceX’s enormous capital needs with the risks of thin trading, speculative valuations, and debt investors may struggle to price.
- Oct 7, 2026 · 40 minStrong earnings mask a narrowing market and frozen housingThe episode tests whether AI-led earnings can sustain stocks while high rates reshape housing and expose weaknesses beneath headline resilience.
- Oct 6, 2026 · 43 minBrazil’s far right gains power as investors price in riskThe episode connects Brazil’s political realignment, America’s weakening labor market, and a change that could loosen the SEC’s institutional checks.
- Oct 5, 2026 · 1h 14mAI valuations collide with weak exits and expensive moneyThe episode tests whether AI growth can justify extreme valuations while showing how IPO weakness and higher bond yields reshape investor choices.
- Oct 4, 2026 · 1h 5mBending Spoons turns overlooked tech into permanent businessesLuca Ferrari explains a model that combines acquisition, aggressive restructuring, rigorous hiring, and AI while raising difficult questions about work and value.
- Oct 3, 2026 · 12 minSports betting reshapes American culture and marketsThe episode examines how legalized wagering moved from the margins into everyday American life, while testing whether criticism of a sports advertisement went too far.
- Oct 2, 2026 · 54 minEisman warns AI debt could turn a market boom into a downturnThe episode connects weakening AI moats, debt-financed infrastructure, and higher Treasury yields to risks spanning technology, credit, and the broader market.
- Oct 1, 2026 · 35 minAI security gaps meet rising bond-market anxietyThe episode connects opaque AI failures and weak regulation with inflation, borrowing pressures, and the market’s growing concern about fiscal policy.
- Sep 30, 2026 · 32 minAnthropic’s losses test frontier AI valuationsAnthropic’s filing raises a central market question: can frontier AI companies sustain enormous training costs while presenting a credible path to profitability?
- Sep 29, 2026 · 39 minBond mechanics challenge the fiscal-risk narrativeThe episode tests whether higher yields reflect deteriorating fundamentals or market structure, then weighs what Nvidia’s capital spending and AI risks mean for investors.
- Sep 28, 2026 · 1h 14mInvestors question AI infrastructure, Netflix and Oura’s next actThe episode tests whether skepticism around AI spending signals a broader market reset or a sharper repricing of vulnerable companies.
- Sep 25, 2026 · 1h 4mStates test tougher rules for AI and data centersThe episode examines whether governments can contain catastrophic AI risks and make data centers bear the environmental and infrastructure costs they create.