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
240 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.
237 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.
163 snips
Feb 27, 2026 • 56min
Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour
Tarek Mansour, co-founder and CEO of Kalshi and former quantitative trader at Goldman Sachs and Citadel, explains why prediction markets are booming. He discusses how they differ from gambling, the guardrails Kalshi uses to prevent abuse, how insider trading is detected, and real-world uses like hedging hurricanes and informing policy forecasts.
311 snips
Feb 26, 2026 • 34min
Nvidia’s Blowout Can’t Calm AI Anxiety
Ian Bremmer, Eurasia Group founder and geopolitics expert, offers a sharp read on the State of the Union and global risks. Gil Luria, D.A. Davidson tech strategist, breaks down Nvidia and Salesforce and the twin fears around AI. They debate market reactions, productivity effects, valuation gaps, and what the speech left out.
355 snips
Feb 25, 2026 • 36min
Why a Doomsday AI Blog Wiped Out $300 Billion
Robert Armstrong, Financial Times US commentator on private credit and liquidity risks. Josh Brown, CEO of Ritholtz Wealth and market analyst on tech disruption. They dissect a viral Citrini Research AI blog that rattled software stocks. Conversation jumps to HALO stocks and why asset-heavy businesses gain favor. Then attention shifts to Blue Owl, private credit growth, and redemption and liquidity concerns.
169 snips
Feb 24, 2026 • 33min
Billions in Tariff Refunds — Who Gets the Money?
Peter Harrell, a trade law scholar and former trade official, and Ryan Petersen, CEO of Flexport and supply-chain entrepreneur, discuss the fallout from recent U.S. tariff rulings. They cover why the court struck down certain tariff authority, how refunds to importers might work, the mechanics of protests and renewals, and the messy practical and legal consequences for companies and governments.
