Prof G Markets

Ed Elson is joined by Patrick Boyle to break down SpaceX’s newly released IPO filing and what it reveals about the company’s financials. Then, Zed Francis joins the show to unpack the key takeaways from Nvidia’s latest earnings report. Finally, Ed shares his reaction to the news that the Trump family was granted immunity from IRS audits and investigations.

Patrick Boyle is a professor at King's College London, former hedge fund manager, and host of one of the most popular finance YouTube channels. Zed Francis is the CIO & Co-Founder at Convexitas.

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Ed Elson is joined by Jason Calacanis and Bradley Tusk to break down their perspectives on the proposed wealth tax in California. They debate the chances of it passing, whether a wealth tax would actually reduce inequality, and what other policies could more effectively redistribute wealth in America.

Jason Calacanis is the Host of the All In Podcast. Bradley Tusk is the founder and CEO of Tusk Ventures.

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Ed Elson speaks with Anthony Scaramucci about President Trump’s latest disclosures for trading on companies like Nvidia, Oracle, Microsoft, and Boeing. Then, Mike Isaac joins the show to discuss the Musk v. Altman verdict. Finally, Ed shares his take on the growing backlash to AI-themed commencement speeches.

Anthony Scaramucci is the founder and managing partner of Skybridge Capital. Mike Isaac is the technology correspondent for the New York Times.

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Scott Galloway and Ed Elson break down the latest inflation reports and discuss whether there will be an impact on consumer spending. Then, they dive into AI chipmaker Cerebras’ blockbuster IPO and why Scott is skeptical of the company. Finally, they unpack earnings from dating app companies like Match Group and Bumble, and explore why younger Americans are dating less.

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Aswath Damodaran joined Scott Galloway and Ed Elson for a Prof G+ Substack livestream earlier this week to discuss AI valuations, why markets were so resilient in the first quarter despite macro risks, and the upcoming IPOs from Anthropic, OpenAI, and SpaceX. Subscribe to Prof G+ to join our next livestream here. 

Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on his blog, “Musings on the Markets.”

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