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Prof G Markets

Prof G Markets

By: Vox Media Podcast Network
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Summary
 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. Daily Economics Leadership Management & Leadership Personal Finance
Episodes
  • The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang

    The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang
    12 Nov 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 min
  • Nvidia Has Lost $1.5 Trillion — Is The Worst Still To Come?

    Nvidia Has Lost $1.5 Trillion — Is The Worst Still To Come?
    11 Nov 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 min
  • Scandal At Nvidia: Is This The End For Jensen Huang?

    Scandal At Nvidia: Is This The End For Jensen Huang?
    10 Nov 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 min
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