Prof G Markets
Vox Media Podcast Network
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.
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.
Episodes
Mentioned books
113 snips
May 13, 2026 • 37min
Hottest Inflation Report In 3 Years Has One Big Problem
Justin Wolfers, a University of Michigan economist who studies inflation and policy, and Stacy Rasgon, a Bernstein semiconductor analyst, join to unpack hot inflation data and a record chip-stock rally. They debate energy-driven price spikes, Fed implications, AI-fueled demand across GPUs to memory, earnings revisions, and whether semiconductor gains can last.
159 snips
May 12, 2026 • 34min
AI Is Making Us All Dumber
Derek Thompson, journalist and economic analyst, and Cal Newport, computer science professor known for work on attention and deep work. They debate AI weakening sustained attention and writing. They warn AI-created summaries can erode deep reading. They discuss classroom fixes like removing phones and oral exams. They link cognitive decline to broader economic risks.
387 snips
May 11, 2026 • 1h 14min
AI’s New Trillion Dollar Mission: Delete Middle Management
They debate Silicon Valley’s push to replace middle managers with AI and whether that can handle mentorship and human judgment. They dissect NYC’s proposed pied-à-terre tax and the politics around taxing luxury second homes. They explore why alcohol stocks are sagging while GLP-1 drugs surge and how shifting consumer habits reshape industries.
205 snips
May 8, 2026 • 57min
Why Oil Still Runs the World — ft. Daniel Yergin
Daniel Yergin, Pulitzer Prize–winning energy historian and S&P Global vice chairman, unpacks how Iran and the Strait of Hormuz shape global oil leverage. He explores ripple effects on LNG, fertilizers and supply chains. He discusses military limits, drone warfare, months of higher energy prices, and which countries stand to gain or lose.
148 snips
May 7, 2026 • 30min
How China Wins The AI War
Alice Han, a Greenmantle director and China analyst, maps the AI showdown between China and the U.S. She digs into DeepSeek’s $50B valuation. She compares Huawei’s chips with Nvidia’s China-safe options. She also explores where each country leads across the AI stack, why the race now feels tied to national security, and why AI’s convenience may be reshaping how we think.
233 snips
May 6, 2026 • 37min
Why Americans Earning $500K a Year Still Feel Broke
Ben Carlson, Ritholtz wealth manager and investing writer, joins Ramit Sethi, personal finance author and Netflix money coach, for a lively debate on why many $500K households still feel strapped. They dig into lifestyle inflation, status anxiety, vague paycheck-to-paycheck claims, housing pressure, underspending, and the shifting meaning of feeling secure.
114 snips
May 5, 2026 • 32min
GameStop’s $56 Billion eBay Bid Is Already Falling Apart
Rohan Goswami, a Semafor deals and finance reporter, unpacks why GameStop’s eye-popping eBay bid looks doomed, from shaky financing math to Ryan Cohen’s rough TV pitch. Charles Elson, a University of Delaware corporate governance expert, weighs Elon Musk’s legal fight with OpenAI, the timing behind it, and the wider accountability risks around founder-controlled companies.
383 snips
May 4, 2026 • 1h 13min
OpenAI's Week From Hell — And Why Anthropic Is Winning
OpenAI’s rough stretch takes center stage, with missed targets, legal drama, and mounting pressure from Anthropic. Then the conversation swings to blockbuster Big Tech earnings, AI spending wars, and which giants look smartest right now. It also tackles the Spirit Airlines bailout fight and a sharp debate over Intel’s sudden surge.
219 snips
May 3, 2026 • 51min
Will This $11B AI Startup Disrupt Big Law?
Gabe Pereyra, Harvey co-founder and president, is a legal AI builder with roots in AI research at Meta and ties to Google Brain and DeepMind. He gets into why law is ripe for AI, what legal work can realistically be automated, why elite firms are cautious, and how a young startup wins trust in one of the most risk-sensitive industries.
324 snips
May 1, 2026 • 1h 15min
The Case for AI Optimism — ft. Reid Hoffman
Reid Hoffman, LinkedIn co-founder and longtime tech investor, makes the bullish case for AI. He digs into OpenAI’s missed targets, who leads the model race, and why cybersecurity could change fast. The conversation also explores jobs, inequality, Microsoft’s Inflection deal, and what smart AI regulation should look like.
