Prof G Markets

Scott Galloway and Ed Elson unpack last week’s software sell-off, including which names could be potential buys. They then turn to the world of entertainment, from Disney’s next chapter to the Warner Bros. Discovery–Netflix hearing on Capitol Hill. Finally, they break down Anthropic’s Super Bowl ad and why it could mark a turning point for the company.

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

Ed Elson and Scott Galloway are joined by Neera Tanden, president and CEO of the Center for American Progress, to unpack affordability in America under the Trump administration. She also weighs in on healthcare policy, wealth taxes and soaring housing prices. 

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 breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications of Google doubling its capital expenditures, and what the broader tech selloff says about markets right now. Ed then unpacks Eli Lilly and Novo Nordisk’s earnings with Jared Holz, Healthcare Equity Strategist at Mizuho. He also dives into the Netflix/WBD hearing on Capitol Hill with Rohan Goswami, Business Reporter at Semafor. And finally, Ed shares his thoughts on why software stocks are getting crushed right now. 

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 breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They also discuss why trouble between Nvidia and OpenAI is bad news for Oracle. Finally, Ed explains what he thinks went wrong with Oracle’s public relations misstep. 

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, Chief Economist at Moody’s Analytics, about Trump’s pick of Kevin Warsh for chair of the Federal Reserve. Then, he breaks down why Disney’s stock fell after its earnings with Rich Greenfield, Partner and TMT Analyst at Lightshed Partners. Finally, Ed explains why he thinks gold is behaving like a memestock. 

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