Prof G Markets

Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant for the rest of the year. Finally, Ed gives his take on FIFA’s decision to sell its profits.

Gil Luria is the Head of Technology Research at D.A. Davidson. Mike Gapen is the managing director and Chief U.S. Economist at Morgan Stanley.

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Ed Elson is joined by Torsten Sløk to break down what's driving the recent tech sell-off, where he thinks markets are headed from here, and which asset classes investors should consider if they're looking to diversify beyond AI. Then, Justin Wolfers returns to discuss President Trump's latest tariff strategy, how it could affect inflation, and what it means for the broader economy.

Torsten Sløk is the Chief Economist at Apollo Global Management. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics.

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Ed Elson is joined by Scott Singer to discuss why Chinese open models have been gaining momentum and whether or not the U.S. risks losing its lead in the AI race. Then, Vishy Tirupattur joins to unpack the debt behind the AI buildout and explain why investors should be paying attention to the off-balance sheet debt from the hyperscalers. Finally, Ed gives his take on China’s most valuable company.

Scott Singer is a Technology and International Affairs fellow at the Carnegie Endowment for International Peace. Vishy Tirupattur is the Chief Fixed Income Strategist at Morgan Stanley.

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Scott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech's AI buildout. Then, they examine how rising oil prices and a new wave of tariffs could keep inflation elevated and why they believe China has emerged as one of the biggest beneficiaries of the conflict with Iran. Finally, they break down the surge in new business applications and explain what they think is behind the apparent small-business boom.

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Ed Elson and Scott Galloway are joined by Noah Smith for a livestream to discuss what AI issues he thinks deserve more attention and whether or not he is concerned about AI dumping. They also explore why he believes a sovereign wealth fund could help address wealth inequality and what America's fertility decline could mean for the economy in the decades ahead.

For access to future livestreams, you can subscribe to our substack here.

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