Prof G Markets

Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now.

Torsten Slok is Partner and Chief Economist at Apollo.

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram

Send us your questions or comments by emailing [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran. 

Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on InstagramSend us your questions or comments by emailing [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending, and where the economy could go from here. 

Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on InstagramSend us your questions or comments by emailing [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran. 

Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on InstagramSend us your questions or comments by emailing [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed also maps out the “what-if” scenarios Wall Street may be ignoring. Then they dive into Anthropic’s clash with the Pentagon and why Sam Altman might have botched the moment yet again.

Subscribe to the Prof G Markets newsletter 

Order "Notes on Being a Man," out now

Note: We may earn revenue from some of the links we provide.

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgmarkets

Follow Scott on Instagram

Follow Ed on Instagram, X and Substack

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices