Search for a command to run...
A discussion of potential U.S. imperial ambitions under Trump, exploring geopolitical moves in Venezuela and Greenland, and analyzing how markets might react to increasingly aggressive foreign policy strategies.
A detailed exploration of Venezuela's regime change reveals the capture of President Nicolas Maduro, with potential significant implications for global oil markets and US energy interests.
Scott Galloway shares his bold predictions for 2026, including AI stock corrections, the potential burst of the data center bubble, challenges to the NVIDIA and OpenAI duopoly, and the rise of space technology and prediction markets.
Michael Berkowitz, a former Wall Street trader, founded Norwegian Wool to create luxury coats that solve the problem of finding stylish, warm outerwear for business professionals, ultimately building a brand known for its quiet luxury approach and high-quality, performance-driven designs.
In this annual ask-me-anything episode, Scott Galloway, Ed Elson, and Claire Miller answer listener questions about everything from Scott's investment in a professional soccer team to their personal splurges, and whether Scott plans to run for public office.
Justin Wolfers provides a critical analysis of Trump's first year back in office, highlighting potential long-term economic and institutional damage through AI disruption, tariff policies, and weakening of international relationships.
Warner Bros. Discovery rejects Paramount's $108 billion hostile bid, urging shareholders to prefer the $83 billion Netflix deal due to more stable financing and lower regulatory risks.
In this episode, Ed Elson discusses the latest jobs report showing unemployment rising to 4.6%, interviews labor economist Kathryn Anne Edwards about the economic implications, talks with Jon McNeill about developments in the EV industry, and explores TikTok Shop's rapid growth in the retail space.
Scott Galloway and Ed Elson analyze the potential investment landscape for 2026, discussing the risks and opportunities in the market, with a focus on AI, market valuations, and strategies for diversification amid uncertainty.
Tom Lee discusses his bullish outlook for 2026, predicting a potential market drawdown but ultimately a recovery, driven by AI innovation, technological advancements, and the potential for small-cap and financial sector growth.
Discussing the U.S. decision to allow Nvidia's advanced H200 chip sales to China, the potential national security implications, and the role of personal relationships in shaping technology policy.
Paramount makes a hostile $108 billion bid for Warner Bros. Discovery, challenging Netflix's acquisition and raising complex antitrust questions amid potential political interference.
Netflix wins the bidding war for Warner Bros. Discovery in a $72 billion deal, sparking antitrust concerns and potential regulatory challenges.
Dylan Field, co-founder and CEO of Figma, discusses the company's journey from a technology-first startup to a design platform that transformed digital design workflows, went public in a blockbuster IPO, and is now navigating the future of design in the age of AI.
Nobel Prize-winning economist Paul Krugman discusses the current economic landscape, highlighting concerns about AI's potential bubble, deficit spending, environmental challenges, and the risk of democratic backsliding in America.
Brad Gerstner discusses the new "Trump accounts" program, which will provide $1,000 to every child born between 2025 and 2028, with Michael Dell contributing $6 billion to extend the program to children under 10, aiming to create universal private ownership and help address economic inequality.
A deep dive into David Sacks' role as the White House AI czar reveals potential conflicts of interest as he pushes policies that could benefit companies he and his friends have invested in, sparking debate about Silicon Valley's influence in government.
A deep dive into masculinity, exploring how money impacts men's sense of self-worth, sexual currency, and societal expectations, while arguing that true manhood is about creating surplus value and contributing meaningfully to relationships and society.
Google's strategic shift to sell TPUs to Meta and the release of Gemini 3 signal a potential challenge to Nvidia's dominance in the AI chip market, sparking market speculation about the future of AI technology.
In this episode of Prof G Markets, Scott Galloway and Ed Elson discuss the shifting market sentiment around AI, the Nvidia earnings report, and the rising concern over debt accumulation by tech companies, while also exploring the challenges facing college graduates and the value of higher education in today's economic landscape.
Michael Cembalest provides insights into the potential AI bubble, discussing a likely 10-15% market correction in 2026, the risks of AI investment, and the challenges of power constraints, geopolitical tensions, and unclear paths to profitability.
Nvidia's record Q3 earnings of $57 billion reveal strong AI demand, but experts warn of potential financial bubble risks due to excessive borrowing by companies purchasing AI infrastructure.
Big tech companies like Amazon, Google, and Meta are raising massive amounts of debt to finance the AI boom, with over $6 trillion in global debt issuance this year as investors question the potential returns of AI infrastructure investments.
Scott Galloway and Ed Elson discuss the potential overvaluation of the stock market, the AI race between the U.S. and China, and the ongoing housing crisis, exploring alternative investment strategies and the need for increased housing supply.
Aswath Damodaran discusses the potential AI bubble, market corrections, and investment strategies, emphasizing caution in current market conditions and the importance of preserving cash while maintaining a long-term perspective.
In a revealing discussion, the episode explores the Trump administration's proposed 50-year mortgage, On Running's earnings performance, and the economic fallout from the historic 43-day government shutdown that cost nearly $100 billion.
Justin Wolfers explains why Trump's proposed $2,000 tariff dividend is economically nonsensical, highlighting the illogical nature of a policy that would collect tariff revenues only to redistribute them back to Americans in an amount greater than the total collected.
Scott Galloway and Ed Elson discuss the red flags at OpenAI, potential financial challenges for the company, and the broader implications for the AI bubble, highlighting Sam Altman's defensive response to questions about the company's massive spending commitments.
Michael Burry's massive short bet against Palantir causes the stock to drop 10% despite the company's impressive earnings report, highlighting concerns about AI valuation and the stock's high trading multiples.
In the NYC mayoral race, Zohran Mamdani's victory is seen as a referendum on inequality, highlighting growing frustration with the current capitalist system and signaling a potential structural shift in how Americans view economic opportunity.
Amazon strikes a $38 billion deal with OpenAI to provide cloud computing infrastructure, signaling the company's strategic pivot in the AI landscape and boosting its stock price.
Scott Galloway and Ed Elson discuss how AI is disrupting the job market, which companies might be at risk of layoffs, and provide strategies for workers to stay indispensable in an AI-driven economy.
Andrew Ross Sorkin discusses his new book, "1929," exploring the parallels between the 1929 stock market crash and today's market environment, delving into the characters, economic dynamics, and lessons from one of the most significant financial crises in American history.
In Argentina's midterm elections, Javier Milei's libertarian party secured a surprise victory, gaining congressional seats and signaling voter support for his economic reforms despite short-term economic challenges.
In this episode, Scott Galloway and Ed Elson explore how China's AI efficiency could potentially undermine the U.S. economy by developing cheaper, less energy-intensive AI models that could disrupt the valuations of top American tech companies.
Nobel Prize-winning economist Daron Acemoglu discusses the potential negative impacts of AI on society, arguing that the technology is being developed too quickly without considering its broader societal implications and risks.
Jonathan Kanter discusses the potential antitrust concerns in AI, highlighting the risks of interdependence among big tech companies and the need for early, preventative intervention to maintain market competition and innovation.
Netflix partners with Spotify and The Ringer to launch 16 podcast series on its platform in early 2026, marking its entry into the podcasting world with exclusive content from Bill Simmons and other popular shows.
As U.S.-China trade tensions escalate with new port fees, tariffs, and accusations of economic hostility, the markets experience volatility and uncertainty, reflecting the complex geopolitical relationship between the two nations.
Markets rebound after initial tariff threats from Trump, with stocks recovering and crypto experiencing significant volatility due to leveraged trading.
A deep dive into the AI bubble, exploring how circular investments, speculative trading, and concentrated market gains signal potential market risks, with insights on diversification and long-term investing strategies.
The episode discusses the current state of the U.S. labor market, exploring issues such as government data collection, youth unemployment, immigration policies, and the economic challenges facing workers, particularly women and young people.
Japan is poised to elect its first female prime minister, Sana Takaiichi, who has sparked market optimism with a potential focus on fiscal expansion and strategic economic growth, causing the Nikkei to rise 5% and hit record highs.
In this episode, Scott and Ed discuss OpenAI's new SORA technology, AI-generated video platforms, and the potential impact on Hollywood and content creation, while exploring the broader implications of AI "slop" and social media trends.
An intimate exploration of Anthony Scaramucci's entrepreneurial journey from a blue-collar Long Island background to founding Skybridge Capital, navigating political controversies, and learning key lessons about resilience, self-confidence, and continuous personal growth.
Claudia Sahm discusses the potential erosion of Federal Reserve independence and the economic implications if political control over monetary policy increases.
A deep dive into the potential risks to Federal Reserve independence, exploring how political interference could compromise monetary policy and potentially lead to economic instability.
The federal electric vehicle tax credit of $7,500 has expired, potentially impacting EV prices, demand, and the broader electric vehicle market, with experts suggesting a potential short-term disruption but long-term growth.
The EV tax credit has expired, potentially impacting electric vehicle prices and demand, with experts suggesting a short-term market disruption but long-term continued growth in the EV market.
Electronic Arts is set to go private in the largest leveraged buyout ever at $55 billion, with investors including Saudi Arabia's sovereign wealth fund, seeking to monetize the company's vast attention and potential for mobile gaming expansion.
Exploring the potential AI economic bubble, the episode analyzes the circular investment deals between tech companies like NVIDIA and OpenAI, drawing parallels to the dot-com era's financial engineering and warning of potential market instability.
Mark Cuban discusses the current state of media, AI, technology, and entrepreneurship, offering insights on everything from TikTok's potential sale to the transformative power of AI for young entrepreneurs.
The episode discusses the Trump administration's new $100,000 entry fee for H-1B visas, which could significantly impact tech companies' ability to hire skilled foreign workers, particularly those from India.
A deep dive into the Ellison family's potential media empire takeover, analyzing their moves with Paramount, Warner Bros. Discovery, and TikTok, while discussing the broader implications of media consolidation.
In this episode of Prof G Markets, economist Justin Wolfers discusses the potential economic impact of AI, highlighting both its transformative potential and the critical importance of ownership and distribution of its benefits. The conversation explores how AI could either lead to widespread prosperity or exacerbate economic inequality, depending on policy decisions and market structures.
Oracle's stock surged 36% after announcing robust earnings and a potential $300 billion compute contract with OpenAI, though experts caution the deal's feasibility. Apple's latest product launch underwhelmed investors, with shares declining after the announcement of incremental updates to iPhone, Watch, and AirPods.
Silicon Valley tech leaders dined with Trump, with 33 executives attending a dinner aimed at discussing AI dominance, though the real purpose seemed to be praising the president. The August jobs report revealed a weak labor market, with only 22,000 jobs added and unemployment rising, particularly among young workers.
The episode discusses the unprecedented concentration of the S&P 500, with the top 10 stocks now comprising 40% of the index's value, driven primarily by tech companies and AI investments. The hosts explore the potential risks of this market structure, including the possibility of a significant market downturn if AI investments fail to deliver expected returns.
Ray Dalio discusses the impending debt crisis in America, highlighting the country's unsustainable national debt and the political challenges of addressing it. The episode explores the potential economic and political consequences of unchecked government spending, with Dalio warning of a potential "heart attack" in the nation's financial system.
Google narrowly avoided a breakup in an antitrust ruling that keeps its exclusive search deals largely intact, disappointing antitrust advocates who sought more significant penalties. The ruling allows Google to continue paying partners like Apple for default search placement, with only minor restrictions that may not meaningfully impact the company's market dominance.
Kraft Heinz announced plans to split into two separate companies by 2026, with one focused on higher growth products and the other on slower growth staples. The move comes after years of struggling with changing consumer preferences and declining stock performance, potentially setting the stage for potential strategic acquisitions.
A federal appeals court struck down Trump's tariffs, ruling that the International Emergency Economic Powers Act does not give the president the power to impose tariffs. The episode also discusses the closure of the de minimis loophole, which will likely impact low-income consumers by increasing the cost of imported goods.
Here's a two-sentence description for the episode: Mark Zandi, chief economist of Moody's Analytics, discusses the U.S. economy's precarious position, highlighting that the country is on the precipice of a recession due to policy challenges like increasing tariffs and potential threats to Federal Reserve independence. The episode explores various economic risks, including a potential bond market meltdown, and offers insights into how these factors could impact GDP growth, inflation, and overall economic stability.
Here's a two-sentence description for the episode: Nvidia reported a record-breaking $46.7 billion quarterly revenue, with complex geopolitical challenges surrounding its China chip sales. The episode also explores the U.S. imposing a 50% tariff on India and analyzes California's efforts to revive Hollywood through tax incentives, ultimately concluding that the entertainment industry's structural decline cannot be reversed by tax breaks.
Here's a two-sentence description for the episode: In this episode of Prof G Markets, Donald Trump attempts to fire Federal Reserve Governor Lisa Cook over unproven allegations of mortgage fraud, raising concerns about the independence of the Federal Reserve. The podcast also discusses Eli Lilly's promising new oral obesity drug and explores strategies for young professionals to remain employable in the age of artificial intelligence.
Here's a two-sentence description for the episode: The U.S. government takes a 10% stake in Intel, sparking debates about government intervention in the private sector, while Federal Reserve Chair Jerome Powell signals potential rate cuts at the Jackson Hole conference. Meanwhile, OnlyFans reports impressive financial growth, highlighting its success in capitalizing on societal trends of loneliness and digital intimacy.
Based on the transcript, here's a 2-sentence description: In this episode of Office Hours, Scott Galloway provides insights into the inner workings of Prof G Media, discussing how he and his team produce multiple podcasts and build a successful media business. He shares his thoughts on succession planning, content creation, and his journey from being an adjunct professor to a media entrepreneur.
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices