Notable Guests
EE
Ed Elson
9x
JB
Josh Brown
7x
GL
Gil Luria
6x
AH
Alice Han
6x
AH
Alex Heath
5x
KE
Kathryn Anne Edwards
4x
KM
Katie Martin
3x
LA
Lyn Alden
3x
Recent Episodes
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Prof G Markets is taking a summer break from August 17th to 28th.
You Should Too
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Gabriel Zucman explains California's Prop 40, a proposed tax on billionaires.
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CME now offers AI compute futures, treating computing power as a tradable commodity.
Has Wall
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Nvidia partners with Wall Street for a $500 billion AI financing package.
Jay Goldberg
Tim Farrar
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Kathryn Anne Edwards analyzes the July jobs report and AI's labor market impact.
Bradley Tusk
Kathryn Anne Edwards
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Scott Galloway and Ed Elson debate market highs, focusing on AI company valuations.
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Aswath Damodaran discusses Big Tech earnings and the AI race.
Aswath Damodaran
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Steve Eisman discusses market highs and conditions for a top.
Ryan Petersen
Steve Eisman
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Alex Heath discusses Apple's legal fight with OpenAI and the potential impact of a preliminary injunction.
Alex Heath
Nicolas Owens
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Michael Green discusses leverage in Aschenbrenner's fund collapse and its impact on semiconductor ETFs.
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Leveraged ETFs amplified volatility in South Korea, highlighting risks for investors.
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Brian Schimpf discusses AI's role in defense and its ethical deployment.
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Jim Chanos discusses AI market risks, comparing current trends to the dot-com bubble's late stages.
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Microsoft's strong earnings contrast Meta's decline, signaling a potential AI narrative shift.
Gil Luria
Mike Gapen
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Torsten Sløk analyzes the tech sell-off and market direction, advising on diversification beyond AI.
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China's open AI models are gaining momentum, raising concerns about the U.S. losing its lead.
Vishy Tirupattur
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Scott Galloway and Ed Elson discuss Big Tech's off-balance-sheet AI obligations and investor risks.
Ed Elson
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Noah Smith discusses AI's impact on the economy and potential wealth inequality solutions.
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AI companies accumulate significant debt, often hidden from balance sheets.
Karim Bousta
Scott Devitt
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New tariffs on Canada discussed, potential for more trade chaos.
Peter Harrell
Rohan Goswami