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
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.
260 snips
Feb 23, 2026 • 1h 8min
Why Big Tech Is Losing to Boring Stocks
They unpack why boring sectors like staples, energy, and materials have outperformed flashy tech this year. They debate practical alternatives to wealth taxes and why such levies often fail in practice. They explore AI as an emerging political flashpoint, from data center fights to potential impacts on tech revenues and regulation.
305 snips
Feb 20, 2026 • 21min
Supreme Court Strikes Down Trump’s Tariffs
A rapid take on the Supreme Court striking down Trump’s tariffs and why the legal theory failed. Markets' immediate winners and which sectors popped are highlighted. A look at who might profit from refund claims and the potential flow of tariff revenue. The conversation closes on lasting economic and political ripple effects for trade and supply chains.
592 snips
Feb 20, 2026 • 1h 10min
Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
Aswath Damodaran, NYU Stern finance professor known for valuation expertise, walks through looming catastrophic risks to the post‑WWII economic order. He discusses geopolitics reshaping markets, how AI is pressuring software margins, which software firms may survive, and why crowd signals and prediction markets matter for gauging systemic danger.
233 snips
Feb 19, 2026 • 31min
China’s AI Is 20x Cheaper — And Catching Up
Robin Brooks, a former Goldman Sachs FX strategist now at Brookings, and Alice Han, China AI commentator and China Decode co-host. They explore Chinese AI launches and why models are 10–20x cheaper and locally downloadable. They discuss cost-driven adoption, niche uses like toys and hardware, Sweden’s euro debate and its currency implications, and the Pentagon’s clash with Anthropic over AI use.
190 snips
Feb 18, 2026 • 32min
Netflix Dares Paramount to Bid Higher
Alex Heath, journalist and newsletter founder, gives a concise take on Pentagon tensions with Anthropic and AI industry moves. Rohan Goswami, media and mergers reporter, breaks down Paramount, Warner Bros. Discovery and Netflix bidding drama and ticking-fee tactics. They discuss regulatory risks, potential outcomes, and the growing agent-first AI trend in short, punchy conversations.
241 snips
Feb 17, 2026 • 34min
Inflation Is About to Get Worse
Mark Zandi, chief economist at Moody's Analytics, warns inflation may be higher than CPI suggests and could rise midyear. Liz Hoffman, business and finance editor at Semafor, unpacks internal DOJ politics that shaped recent antitrust decisions. They also touch on why transparency around big tech AI stakes like Anthropic matters for markets.
283 snips
Feb 13, 2026 • 1h 12min
The World Is In a Doom Loop — ft. Eswar Prasad
Eswar Prasad, Cornell professor and former IMF Financial Studies chief, explains his thesis that global economic, political, and geopolitical forces form a self-reinforcing negative loop. He discusses globalization shifting to zero-sum politics. He warns about rising U.S. debt, fragile housing supply and zoning, and how AI and inequality could reshape opportunity and policy.
235 snips
Feb 12, 2026 • 35min
The Jobs Report Is Worse Than It Looks
Alex Heath, tech journalist and newsletter founder who covers AI and industry shifts. Kathryn Anne Edwards, labor economist and podcaster who studies employment trends. They unpack weak January hiring, health care propping up jobs, aging-driven demand, and downward 2025 revisions. They also debate recent AI model releases, coding automation, industry rivalries, and the gap in AI policy.
365 snips
Feb 11, 2026 • 29min
Google Goes All-In on the AI Arms Race
Gil Luria, Head of Technology Research at D.A. Davidson, offers tech sector and AI infrastructure analysis. Doug O'Laughlin, President of SemiAnalysis, is a semiconductor and memory markets expert. They unpack Google’s huge bond sale and its AI spending signal. They explain why memory prices are surging, who stands to win or lose in AI CapEx, and why public sentiment is turning against AI.
