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Prof G Markets

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Prof G Markets
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  • Prof G Markets

    SpaceX Raised $111B — It Already Needs More

    08/10/2026 | 36 min
    Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance economy and the legislation aimed at combating it. Finally, Ed shares his take on OpenAI’s reported breakthrough in solving some of the world’s most difficult math problems.

    John Foley is the head of the Lex Column at the Financial Times. Ronan Farrow is a Pulitzer-winning journalist at the New Yorker.

    Vote for Simply Put at the Signal Awards here

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  • Prof G Markets

    Why The S&P Just Hit A Record High — Despite Soaring Yields

    07/10/2026 | 36 min
    Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal.

    John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S. financial commentator for the Financial Times and author of the Unhedged newsletter.

    Vote for Simply Put at the Signal Awards here

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  • Prof G Markets

    Brazil’s Far-Right Is Surging — Investors Love It

    06/10/2026 | 41 min
    Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down the September jobs report and the warning signs she sees in the data. Finally, Ed shares his take on the SEC’s decision to change its quorum law.

    Monica de Bolle is a Senior Fellow at the Peterson Institute for International Economics. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast.

    Vote for Prof G Markets at the Signal Awards here

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    Send us your questions or comments by emailing Markets@profgmedia.com

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  • Prof G Markets

    5 Stocks Are Carrying The Market — Here's How To Protect Yourself

    05/10/2026 | 1 h 10 min
    Scott Galloway and Ed Elson break down the biggest takeaways from Anthropic’s financials and explain why the company’s customer concentration is raising concerns. Then, they examine the state of the IPO market and make the case for why now could be the time to buy bonds. Finally, they discuss the changes John Ternus is making at Apple and debate whether the company’s new smart home hub will be a success.

    Vote for Prof G Markets at the Signal Awards here

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    Follow the podcast across socials @profgmarkets

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    Send us your questions or comments by emailing Markets@profgmedia.com

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  • Prof G Markets

    This EU Firm Made Billions Buying Up Forgotten Tech

    04/10/2026 | 1 h 4 min
    Ed Elson sits down with Luca Ferrari, co-founder and CEO of Bending Spoons, to discuss the company’s origin story, what sets its acquisition model apart from private equity, and how it decides which companies to buy. They also discuss the role of headcount reduction in Bending Spoons’ strategy, what it’s like to build a company in Europe, and how the company uses AI to transform the businesses it acquires.
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À propos de Prof G Markets
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.
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