Prof G Markets

Vox Media Podcast Network
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253 snips
Mar 27, 2026 • 1h 2min

The AI Divide: Who Wins and Who Gets Replaced — ft. Bill Gurley

Bill Gurley, Benchmark Capital veteran and influential tech investor, joins a lively conversation on who thrives in AI, why curiosity and agency matter, and how burnout starts early. They also dig into venture capital’s power shift, private markets locking out retail investors, bubbly AI financing, shaky revenue optics, antitrust breakups, and whether networks like Uber stay strong in an autonomous future.
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192 snips
Mar 26, 2026 • 39min

The $1.5B Insider Trade Before Trump’s Iran Post — ft. Anthony Scaramucci

Anthony Scaramucci, SkyBridge Capital founder and former White House communications director, joins Steve Eisman, the investor famed for calling the subprime collapse. They dig into suspicious trading around Trump’s Iran post, broader insider trading patterns, weak SEC enforcement, and the political fallout. Then the focus shifts to private credit stress, retail liquidity traps, software buyouts, and recession risks.
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226 snips
Mar 25, 2026 • 36min

Is the Oil Crisis About to Break Global Supply Chains?

Ryan Petersen, Flexport CEO and logistics expert, joins Gil Luria, D.A. Davidson tech analyst. They dig into how oil shocks and a Strait of Hormuz closure could slam freight, energy, fertilizer, prices, and shortages. Then the focus shifts to Anthropic’s Claude tool, software stock jitters, AI’s leap toward autonomous computer use, and suspicious trading around the Iran conflict.
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149 snips
Mar 24, 2026 • 30min

$1T Moved on Iran “Talks” — Did They Even Happen?

Justin Wolfers, a University of Michigan economist, joins Alex Heath, a tech reporter covering Silicon Valley and AI. They dig into the market rally on disputed Iran talks, war-driven volatility, and why political headlines can scramble investor thinking. Then the focus shifts to OpenAI’s enterprise pivot, its coding stumble, ad ambitions, and unusual fundraising signals.
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403 snips
Mar 23, 2026 • 1h 16min

The Next Inflation Wave Is Already Here

War-driven price pressures, recession fears, and a market that keeps shrugging off rising risks. A sharp debate on when companies should ditch distracting side projects, with Meta and OpenAI in the crosshairs. Plus, Disney’s CEO playbook, the battle for clips over live TV, and why the future of media may belong to platforms that own attention.
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293 snips
Mar 20, 2026 • 1h 1min

The 35% Recession Warning Markets Are Ignoring — ft. Ed Yardeni

Ed Yardeni, president of Yardeni Research and veteran market strategist, breaks down why he lifted recession odds to 35%. He digs into oil, inflation, and the Fed. He flags private credit as a hidden risk. He also explores what could truly rattle America, why global investing looks attractive again, what bond yields are signaling, and how AI may reshape hiring.
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254 snips
Mar 19, 2026 • 33min

Your Bills Are About to Go Up — The Fed Can’t Stop It

Robert Armstrong, Financial Times commentator and Unhedged writer, joins Michael Gapen, Morgan Stanley’s chief U.S. economist, for a sharp look at the Fed’s latest move. They dig into sticky inflation, Iran-driven oil shocks, pricier household bills, stagflation risks, and why the economy can look solid while many people still feel squeezed.
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177 snips
Mar 18, 2026 • 32min

Nvidia Says $1T Is Coming — The Market Isn’t Buying It

Gil Luria, D.A. Davidson tech analyst, digs into Nvidia’s trillion-dollar chip forecast, shaky market confidence, AI infrastructure spending, and whether physical AI could prolong the boom. Alice Han, Greenmantle director and China watcher, explores Beijing’s leverage over Iran, why it stays publicly distant, and how Middle East turmoil could reshape China’s diplomatic posture.
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103 snips
Mar 17, 2026 • 28min

Why the Pentagon Is Hiring Wall Street Bankers

Liz Hoffman, Semafor business and finance editor, unpacks why the Pentagon is recruiting Wall Street bankers to steer huge sums into defense and what that could mean for markets, taxpayer risk, and political influence. Miriam Gottfried, Wall Street Journal deals reporter, digs into the eyebrow-raising $10 billion TikTok fee, pay-to-play concerns, and the deal’s oddly low valuation.
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296 snips
Mar 16, 2026 • 1h 3min

War With Iran Is Rewriting Global Markets

War with Iran sends money racing across borders, lifts some oil-rich nations, and puts fragile debt-heavy economies under pressure. The conversation also tracks whether America is really a safe haven in a shakier world. Then it turns to AI hype, AI-washed layoffs, college’s staying power, and why loneliness may be the darker tech story.

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