Episodes

  • Democrats Won Big — Now Comes The Hard Part

    Democrats Won Big — Now Comes The Hard Part
    Nov 14 2026
    In this episode of Ed Elson’s newsletter, Simply Put, Ed breaks down what he thinks the Democrats must do with their newly won seats. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    14 mins
  • Here’s What It Will Really Take To Fix America’s Economy — ft. Kathryn Anne Edwards

    Here’s What It Will Really Take To Fix America’s Economy — ft. Kathryn Anne Edwards
    Nov 13 2026
    Ed Elson is joined by Kathryn Anne Edwards to discuss what the midterm results reveal about the state of the economy and what voters were really expressing at the ballot box. They explore how Democrats can address some of the country’s biggest challenges, from affordability and housing to health insurance, inequality, and data centers. Kathryn also shares her views on wealth taxes, why prosecuting white-collar crime should be a priority, and what she believes the Democratic Party’s broader mission should be. Kathryn Anne Edwards is a PhD economist and economic policy consultant. She has testified four times in front of Congress about economic policy. She also writes a weekly column on the economy for Bloomberg and is the host of the Optimist Economy podcast. Subscribe to the Prof G Markets Youtube Channel 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 hr and 9 mins
  • The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang

    The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang
    Nov 12 2026
    Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is starting to plateau, and what he expects from Anthropic’s IPO. Chris McGuire is a senior fellow for China and emerging technologies at the Council on Foreign Relations. Ara Kharazian is the Lead Economist at Ramp. You can find more information about Ramp’s data here Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    38 mins
  • Nvidia Has Lost $1.5 Trillion — Is The Worst Still To Come?

    Nvidia Has Lost $1.5 Trillion — Is The Worst Still To Come?
    Nov 11 2026
    Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook on the economy. Finally, Ed shares his take on Anthropic’s new valuation. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. Gil Luria is the Head of Technology Research at D.A. Davidson. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    34 mins
  • Scandal At Nvidia: Is This The End For Jensen Huang?

    Scandal At Nvidia: Is This The End For Jensen Huang?
    Nov 10 2026
    Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to break down the massive volatility in the markets since the election, and also give his take on the scandal at Nvidia. Finally, Ed shares his take on the growing backlash against data centers. Ashley Gold is Semafor’s senior tech policy reporter. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    38 mins
  • Why Stocks Had Their Best Day Of The Year — Then Their Worst

    Why Stocks Had Their Best Day Of The Year — Then Their Worst
    Nov 9 2026
    Scott Galloway and Ed Elson break down what the shift in Congressional power could mean for the markets and the economy. They discuss the market’s back-and-forth reaction to the election, what Democrats can realistically accomplish, why investors should pay attention to the backlash against data centers, and why a clear growth agenda will be critical. Subscribe to the Prof G Markets Youtube Channel 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. 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 hr and 14 mins
  • The AI Boom Is Running Out Of Easy Money

    The AI Boom Is Running Out Of Easy Money
    Nov 7 2026
    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the music is starting to fade in the AI trade. Subscribe to Simply Put to get the newsletter in your inbox. Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets here: Instagram: instagram.com/profgmarkets X: x.com/ProfGMarkets TikTok: tiktok.com/@profgmarkets Threads: threads.com/@profgmarkets Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    12 mins
  • Is This The End Of MAGA? — ft. Anthony Scaramucci

    Is This The End Of MAGA? — ft. Anthony Scaramucci
    Nov 6 2026
    Ed Elson is joined by Anthony Scaramucci to unpack the midterm results and what they could mean for the country. They discuss whether Trump will change course on key policies, how markets initially reacted to the results, whether a shakeup at the White House could be coming, and what the election signals about the future of the Republican Party and the MAGA movement. Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, a global alternative investment firm. He’s authored seven books, including his most recent work, All the Wrong Moves: How Three Catastrophic Decisions Led to the Rise of Trump. He also hosts two podcasts: The Rest is Politics U.S., and Open Book. Subscribe to the Prof G Markets Youtube Channel 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    43 mins