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
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.
242 snips
Feb 10, 2026 • 32min
Why Markets Can’t Price AI
Tom Lee, Fundstrat CIO known for crypto market calls, and Robert Armstrong, Financial Times tech commentator and newsletter author. They dig into Amazon’s capex shock and the tech sell-off. They debate AI’s unclear ROI and how markets struggle to price AI. They also unpack Bitcoin’s recent crash, deleveraging, and contrasts with Ethereum’s on-chain use.
396 snips
Feb 9, 2026 • 1h 14min
Did Anthropic Just Kill Software?
They unpack last week’s software sell-off and debate whether AI will replace enterprise software. They discuss specific software names to buy and which incumbents are most vulnerable. They cover a Capitol Hill hearing about streaming consolidation and Disney’s new CEO and possible divestitures. They analyze Anthropic’s Super Bowl ad and why it could change the company’s trajectory.
200 snips
Feb 6, 2026 • 41min
The American Affordability Crisis — ft. Neera Tanden
Neera Tanden, President and CEO of the Center for American Progress and former White House domestic policy advisor, joins to tackle America’s affordability crisis. She discusses housing policy, zoning and supply constraints. She breaks down why U.S. health care costs are high and how negotiation and transparency could help. She also covers tax choices, capital gains, and practical alternatives to a wealth tax.
309 snips
Feb 5, 2026 • 33min
Google Doubles Down on Spending as AI Fear Returns
Rohan Goswami, Semafor business reporter covering Capitol Hill antitrust drama. Jared Holtz, Mizuho healthcare strategist on GLP-1 market dynamics. Scott Devitt, Wedbush tech analyst on earnings and capex. They discuss Google doubling capex and AI-driven revenue, the GLP-1 winners and pricing shifts, the Netflix/Warner political hearing, and why software stocks are under pressure.
268 snips
Feb 4, 2026 • 33min
SpaceX’s $1.25 Trillion AI Bet
Gil Luria, Head of Technology Research at D.A. Davidson, offers sharp takes on Oracle’s financing and AI-linked market risks. Edward Ludlow, Bloomberg Technology co-host who broke the SpaceX–xAI story, explains the SpaceX acquisition and space-based data center pitch. They unpack valuation, deal structure, ties between Musk’s companies, Oracle’s $50B raise, and the NVIDIA–OpenAI funding drama.
169 snips
Feb 3, 2026 • 30min
Why Markets Aren’t Scared of Kevin Warsh
Mark Zandi, Moody’s Analytics chief economist, offers crisp takes on Kevin Warsh, Fed dynamics, and confirmation hurdles. Rich Greenfield, LightShed TMT analyst, explains Disney’s stock reaction, theme-park pressures, succession odds, and possible strategic splits. They also touch on M&A and why markets barely budged at the nomination.
581 snips
Feb 2, 2026 • 1h 1min
Big Tech’s AI Vibe Shift
They unpack big-tech earnings and why AI-driven advertising lifted some companies while others face investor skepticism. They debate which firms actually earn returns from AI versus those chasing hype. They analyze Tesla and Apple’s recent results and question whether retail investors should chase upcoming blockbuster IPOs.
250 snips
Jan 30, 2026 • 1h 2min
Something Has Broken In The U.S. — ft. Katie Martin
Katie Martin, Financial Times markets columnist and editorial board member, parses market rotation, AI hype, and geopolitical shocks. She unpacks why Europe and Asia have outperformed the US, explains why Japan’s bond moves matter globally, and debates whether AI will trigger job losses or a tech valuation reset.
