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
- Sep 24, 2026 · 33 minBond yields test faith in U.S. fiscal managementThe episode connects higher borrowing costs, inflation fears, geopolitical disruption, and cooling AI infrastructure enthusiasm into one market-risk picture.
- Sep 23, 2026 · 33 minHormuz uncertainty rattles oil markets as betting faces backlashThe episode connects geopolitical risk, speculative consumer finance, and AI fears to a broader problem of forecasting consequences before they arrive.
- Sep 22, 2026 · 32 minEllison wins approval as media power and housing strain convergeThe episode connects a newly cleared media acquisition’s political and editorial risks with a housing market divided by rates, supply, and income.
- Sep 21, 2026 · 1h 7mMeta bets convenience can overcome privacy concernsThe episode connects monetary policy, consumer AI, and shifting alliances around a central question: where does practical advantage outweigh institutional and political risk?
- Sep 18, 2026 · 1h 9mBostrom urges caution as AI risk enters mainstream policyThe episode examines how to govern increasingly capable AI when catastrophic risks remain uncertain but potentially irreversible, while preserving its promise for human well-being.
- Sep 17, 2026 · 38 minRate hikes test markets as AI rivalry intensifiesThe episode connects tighter monetary policy, debt-funded AI investment, U.S.-China technology competition, and a possible EU-Canada economic realignment.
- Sep 16, 2026 · 42 minAI safety claims meet scrutiny as markets absorb new shocksThe episode tests whether dramatic AI warnings withstand evidence while connecting inflation, Fed politics, and housing costs to limits of conventional policy.
- Sep 15, 2026 · 30 minAI labs seek guardrails while racing toward profitabilityThe episode examines whether frontier-AI safety proposals protect the public, protect incumbents, or both, just as the industry confronts its economics.
- Sep 14, 2026 · 1h 17mOil shock puts Fed rate hikes back in focusThe episode connects higher energy costs, fiscal deficits, and sticky inflation to a potentially more restrictive path for monetary policy and riskier AI valuations.
- Sep 11, 2026 · 1h 13mBond investors challenge governments’ spending promisesRising yields are testing whether governments and central banks can restore confidence while debt, inflation, and political risks intensify.
- Sep 10, 2026 · 35 minAI risk collides with Apple’s next era and IPO questionsThe episode connects existential AI warnings to regulation, consumer technology, and the financial evidence that could test the industry’s business model.
- Sep 9, 2026 · 40 minTrump’s pressure pushes Canada toward Carney and new alliancesThe episode connects a trade confrontation, falling education performance, AI’s challenge to learning, and rising government interest costs.