Prof G Markets
Vox Media Podcast Network
Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Join Scott Galloway and Ed Elson every weekday for no mercy, no malice insight on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. New episodes every Monday through Friday. Have a question or comment for us? Reach out to markets@profgmedia.com.
Part of the Vox Media Podcast Network.
Part of the Vox Media Podcast Network.
Episodes
Mentioned books
172 snips
Mar 13, 2026 • 60min
You Think You're Diversified, AI Disagrees — ft. Torsten Slok
Torsten Slok, Partner and Chief Economist at Apollo known for macro analysis at the IMF and OECD. He breaks down the Iran conflict’s oil shock and its inflation ripple. He explores how AI reshapes macro channels, jobs, and market volatility. He flags inequality’s role in a K-shaped recovery and stresses the importance of shock persistence and true diversification.
198 snips
Mar 12, 2026 • 30min
What $4 Gas Would Do to the Economy
Jackson Ader, Managing Director of Software Equity Research at KeyBanc, offers quick takes on Oracle, cloud growth, and AI infrastructure demand. Mark Zandi, Chief Economist at Moody’s Analytics, breaks down February inflation, how Middle East tensions pushed oil and pump prices, and what sustained $4 gas would cost households and the economy.
252 snips
Mar 11, 2026 • 46min
Pricing the Iran War's Future — Are Markets Right?
Justin Wolfers, University of Michigan economist studying macro risks; Katie Martin, Financial Times markets columnist focused on bonds and flows. They unpack odd market reactions to the Iran war, why bond moves signal inflation fears, how markets act as forward-looking news aggregators, scenarios from mild oil blips to severe supply shocks, and the wider fiscal and political risks that could reshape investor behavior.
188 snips
Mar 10, 2026 • 31min
The Iran War’s Oil Shock — How Bad Could It Get?
Jonathan Kanter, former Assistant Attorney General who led antitrust enforcement at the DOJ. He discusses the Live Nation/Ticketmaster settlement and why he views it as a win for Live Nation, raising concerns about lobbying and the lost breakup remedy. Also covered: wild oil price swings after the Strait of Hormuz chaos and how supply routes and infrastructure risks shaped market panic.
238 snips
Mar 9, 2026 • 58min
The Iran War Risk Markets Are Ignoring
They assess market signals after US-Israel strikes on Iran and debate whether investors are underestimating war risk. They map out worst-case scenarios from regional destabilization to energy and supply-chain shocks. They also dissect Anthropic's rejection of a Pentagon contract and the reputational and ethical ripple effects in AI leadership.
232 snips
Mar 6, 2026 • 1h 4min
Is Private Credit The Next 2008? — ft. Steve Eisman
Steve Eisman, famed for calling the 2008 subprime crash and profiled in The Big Short, joins to dissect market threats. He highlights AI froth and the rapid rise of private credit as top long-term risks. He explains hidden leverage in life insurers and why illiquid private credit could be where trouble first appears. He also weighs geopolitical shocks and why data matters more than narratives.
270 snips
Mar 5, 2026 • 29min
$500M Bet On The Iran Strike — Before It Happened
Dan Primack, Axios business editor covering VC and defense tech. Jonathan Cohen, policy lead and author focused on gambling and prediction markets. They discuss massive war wagers on prediction platforms. They debate why betting on conflict is growing, legal and moral limits of markets, and a surge of VC cash into defense startups like Anduril.
254 snips
Mar 4, 2026 • 28min
Why The Iran War Could Reignite Inflation
Matthew Martin, Semafor’s Saudi bureau chief reporting from the Gulf. Robert Armstrong, Financial Times markets commentator tracking investor flows. Mark Zandi, Moody’s Analytics chief economist on inflation and policy. They discuss market moves after the Iran conflict, how oil spikes could lift inflation and strain households, risks of supply-chain and infrastructure damage, and whether any true safe havens exist.
218 snips
Mar 3, 2026 • 34min
War With Iran: Why Oil Didn’t Spike As Expected
Alex Heath, tech journalist and newsletter author covering AI industry moves. Matt Smith, oil analyst at Kpler tracking crude and geopolitics. They explain why oil barely budged despite Iran conflict. Short-term shipping risks and how decisive strikes could change market certainty. They also unpack OpenAI’s huge raise and the Anthropic-Pentagon clash.
283 snips
Mar 2, 2026 • 1h 21min
What the AI Scare Gets Wrong
Hosts dissect a viral Citrini Research piece that sparked a market rout and where opportunity may lie. They debate rapid AI-driven unemployment scenarios and how narratives, not fundamentals, moved stocks. They fact-check the State of the Union against data and track capital rotation away from the U.S. They unpack Netflix walking away from the Warner bid and who stands to gain or lose.
