<![CDATA[Prof G Media: Prof G Markets]]>

<![CDATA[Prof G Media: Prof G Markets]]>https://www.profgmedia.com/s/prof-g-marketshttps://substackcdn.com/image/fetch/$s_!a8Hu!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F471c02fa-458e-45c3-8501-ff7807cac637_1067x1067.pngProf G Media: Prof G Marketshttps://www.profgmedia.com/s/prof-g-marketsSubstackFri, 17 Apr 2026 08:42:03 GMT<![CDATA[Markets Tour Tickets are Live!]]>https://www.profgmedia.com/p/markets-tour-tickets-are-livehttps://www.profgmedia.com/p/markets-tour-tickets-are-liveThu, 16 Apr 2026 15:03:18 GMT

Markets co-hosts Scott Galloway and Ed Elson are taking the Prof G Markets pod on tour for a series of live tapings—join us in San Francisco, Los Angeles, Miami, Chicago, and New York City! Expect special guests, unfiltered conversation, and the jokes that don’t make it on-air…

Ticket sales are now live for everyone (and going fast). Don’t miss out! Grab yours at the link below.

Prof G+ paid subscriber? Be sure to use your Substack subscriber email when purchasing tickets so we can be in touch about exclusive tour opportunities for Prof G+ attendees.

]]><![CDATA[Wall Street Is Thriving on Chaos — Will It Last?]]>https://www.profgmedia.com/p/wall-street-is-thriving-on-chaoshttps://www.profgmedia.com/p/wall-street-is-thriving-on-chaosThu, 16 Apr 2026 11:03:27 GMTEd Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Amazon’s acquisition of Starlink competitor Globalstar with Tim Farrar. Finally, Ed gives his take on Allbirds’ rebrand as an AI company.

Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates.

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]]><![CDATA[Violent Backlash: What the Sam Altman Attacks Signal for AI]]>https://www.profgmedia.com/p/violent-backlash-what-the-sam-altmanhttps://www.profgmedia.com/p/violent-backlash-what-the-sam-altmanWed, 15 Apr 2026 11:02:22 GMTFollowing the violent attacks on Sam Altman, Bradley Tusk and Brian Merchant join Ed Elson to break down why AI is facing growing resistance. They explore the future of AI regulation, how politicians should position themselves in the debate, and whether rising tensions could lead to more disruption or violence.

Bradley Tusk is the founder and CEO of Tusk Ventures. Brian Merchant is a tech journalist and author of the Blood in the Machine Substack.

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]]><![CDATA[Prof G Markets Live Tour(!)]]>https://www.profgmedia.com/p/prof-g-markets-live-tourhttps://www.profgmedia.com/p/prof-g-markets-live-tourTue, 14 Apr 2026 21:41:08 GMT

Markets co-hosts Scott Galloway and Ed Elson are taking the Prof G Markets pod on tour for a series of live tapings. Join us in San Francisco, Los Angeles, Miami, Chicago, and New York City! Expect special guests, unfiltered conversation, and the jokes that don’t make it on-air…

Scott will be the first to remind you that his last tour sold out in one day. Don’t want to miss out? Prof G+ paid subscribers get 48 hours of presale access, until 11 a.m. ET on April 16. If you’re looking for guaranteed availability, this is your sign to become a Prof G+ paid subscriber today. Move fast – tickets will hit the general public on Thursday.

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Important: The link below goes live on April 16 for free subscribers. Become a Prof G+ paid subscriber for your presale access code to secure your spot today. Use your Substack subscriber email when purchasing tickets so we can be in touch about other exclusive tour opportunities for Prof G+ attendees.

]]><![CDATA[The Oil Blockade Isn’t Spooking Markets — Yet]]>https://www.profgmedia.com/p/the-oil-blockade-isnt-spooking-marketshttps://www.profgmedia.com/p/the-oil-blockade-isnt-spooking-marketsTue, 14 Apr 2026 11:09:19 GMTEd Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement.

Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer.

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]]><![CDATA[Don't Try to Beat This Market — Here's What to Do Instead]]>https://www.profgmedia.com/p/dont-try-to-beat-this-market-hereshttps://www.profgmedia.com/p/dont-try-to-beat-this-market-heresMon, 13 Apr 2026 10:03:20 GMTEd Elson and Josh Brown unpack how markets have responded to developments in Iran and explain why regular investors are in a better position to ride out the volatility than they think. They then explore Josh’s recent move into software stocks, highlighting opportunities in the sector. They also discuss why the Magnificent 7 is struggling while HALO stocks are gaining momentum right now, and take a look at the upcoming IPOs from SpaceX, Anthropic, and OpenAI.

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]]><![CDATA[The “Ceasefire” Won’t Save The Economy — with Mark Zandi]]>https://www.profgmedia.com/p/the-ceasefire-wont-save-the-economyhttps://www.profgmedia.com/p/the-ceasefire-wont-save-the-economyFri, 10 Apr 2026 10:02:11 GMTEd Elson is joined by Mark Zandi to break down what the tenuous ceasefire in Iran means for the U.S. economy and investors. They discuss his forecast for inflation, what the Federal Reserve is likely to do next, and the probability of a recession.

Mark Zandi is the chief economist of Moody’s, a leading provider of economic research, data and analytical tools. He also hosts the Inside Economics podcast.

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]]><![CDATA[Markets Are Betting the Iran War Is Over — Is it?]]>https://www.profgmedia.com/p/markets-are-betting-the-iran-warhttps://www.profgmedia.com/p/markets-are-betting-the-iran-warThu, 09 Apr 2026 11:01:25 GMTEd Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market.

Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group.

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]]><![CDATA[Trump Threatened to End Iranian Civilization — What Comes Next?]]>https://www.profgmedia.com/p/trump-threatened-to-end-iranian-civilizationhttps://www.profgmedia.com/p/trump-threatened-to-end-iranian-civilizationWed, 08 Apr 2026 11:02:49 GMTEd Elson and Ian Bremmer break down Donald Trump’s latest threats toward Iran and what they mean for the state of geopolitics and global markets. Then, Ronan Farrow joins the show to discuss the findings from his 18-month investigation into OpenAI CEO Sam Altman. Finally, Ed shares his thoughts on Trump’s escalating rhetoric on Iran.

Ian Bremer is the President and founder of Eurasia Group. Ronan Farrow is an investigative reporter and a contributing writer for The New Yorker.

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]]><![CDATA[Iran Deadline Looms for an Economy on the Edge]]>https://www.profgmedia.com/p/iran-deadline-looms-for-an-economyhttps://www.profgmedia.com/p/iran-deadline-looms-for-an-economyTue, 07 Apr 2026 11:03:24 GMTEd Elson and Justin Wolfers break down the state of the U.S. economy, including the latest jobs report and how the Iran war is shaping the economic outlook. Then, Paul Kedrosky joins the show to unpack OpenAI and Anthropic’s financials, and where their AI IPO race stands. Finally, Ed shares what OpenAI’s acquisition of TBPN reveals about the future of media.

Justin Wolfers is a professor of public policy and economics at the University of Michigan. Paul Kedrosky is a Managing Partner at SK Ventures.

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]]><![CDATA[How to Invest When Nothing Makes Sense]]>https://www.profgmedia.com/p/how-to-invest-when-nothing-makeshttps://www.profgmedia.com/p/how-to-invest-when-nothing-makesMon, 06 Apr 2026 10:03:56 GMTScott Galloway and Ed Elson break down the biggest unanswered questions in the stock market, from Iran and AI to risks in private credit, and what they mean for investors. They then dive into the SpaceX IPO, with Scott offering his prediction for where the stock could land by year-end. Finally, they unpack what went wrong at Nike and Allbirds, and what Nike needs to do to turn its business around.

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]]><![CDATA[How Partiful Is Fixing the Loneliness Crisis]]>https://www.profgmedia.com/p/how-partiful-is-fixing-the-lonelinesshttps://www.profgmedia.com/p/how-partiful-is-fixing-the-lonelinessSat, 04 Apr 2026 12:02:08 GMTEd Elson speaks with Shreya Murthy, CEO and co-founder of Partiful, to talk about how the company survived the pandemic, why pushing boundaries has been important for its growth, and what the path to monetization looks like.

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]]><![CDATA[Marriage Is the Biggest Financial Risk You’ll Take — with James Sexton]]>https://www.profgmedia.com/p/marriage-is-the-biggest-financialhttps://www.profgmedia.com/p/marriage-is-the-biggest-financialFri, 03 Apr 2026 10:03:04 GMTEd Elson and Scott Galloway are joined by top divorce attorney James Sexton to explore how money impacts relationships and divorce rates. He also shares practical marriage advice, key relationship red flags, and explains why prenuptial agreements are essential for protecting your future.

James Sexton has been an attorney in New York since 2001. He is a bestselling author and the host of the podcast “Better Call Sexton.”

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]]><![CDATA[Why So Bullish? Markets Cling to Iran Hopes]]>https://www.profgmedia.com/p/why-so-bullish-markets-cling-to-iranhttps://www.profgmedia.com/p/why-so-bullish-markets-cling-to-iranThu, 02 Apr 2026 11:03:02 GMTEd Elson speaks with John Mowrey about the market’s optimism for an end to the Iran War. Then he is joined by Alex Heath to discuss OpenAI’s historic funding round. Finally, Ed gives his take on the news that a judge ordered Trump to stop building his ballroom.

John Mowrey is the Chief Investment Officer, Portfolio Manager, and Equity Strategist at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast.

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]]><![CDATA[Brutal Quarter Ends With a Rally — But Risks Are Rising]]>https://www.profgmedia.com/p/brutal-quarter-ends-with-a-rallyhttps://www.profgmedia.com/p/brutal-quarter-ends-with-a-rallyWed, 01 Apr 2026 11:01:32 GMTEd Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran.

Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis.

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]]><![CDATA[Big Tech Is Now Advising the White House — What Could Go Wrong? ]]>https://www.profgmedia.com/p/big-tech-is-now-advising-the-whitehttps://www.profgmedia.com/p/big-tech-is-now-advising-the-whiteTue, 31 Mar 2026 11:03:32 GMTEd Elson speaks with Liz Hoffman about President Trump’s new technology council and what it signals about the administration’s AI policy. Then Jon McNeill joins the show to discuss SpaceX’s IPO and what the future could look like for Elon Musk’s empire. Finally, Ed gives an update on the economic impact of the Iran War and breaks down why it’s important to keep track of its costs.

Liz Hoffman is Semafor’s Business & Finance Editor and Host of Compound Interest. Jon McNeill is the CEO of DVx Ventures, Former Tesla President, GM Board Member, and Author of The Algorithm.

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]]><![CDATA[Trump’s Economic Playbook Is Failing]]>https://www.profgmedia.com/p/trumps-economic-playbook-is-failinghttps://www.profgmedia.com/p/trumps-economic-playbook-is-failingMon, 30 Mar 2026 10:03:29 GMTScott Galloway and Ed Elson break down the key ways consumers actually experience the economy, from groceries and gas to housing, and how those everyday touchpoints have deteriorated under this administration. They then discuss a new proposal to ban sportsbetting on prediction markets. Finally, they unpack the result of the Meta and Google social media addiction trial and consider if it could be a turning point for accountability in big tech.

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]]><![CDATA[The AI Divide: Who Wins and Who Gets Replaced — with Bill Gurley]]>https://www.profgmedia.com/p/the-ai-divide-who-wins-and-who-getshttps://www.profgmedia.com/p/the-ai-divide-who-wins-and-who-getsFri, 27 Mar 2026 11:02:32 GMTEd Elson and Scott Galloway are joined by Bill Gurley to break down how young people can position themselves for success in the age of AI, how Silicon Valley and the private markets have evolved, and what a potential market correction could look like.

Bill Gurley has been General Partner at Benchmark Capital since 1999. His new book, “Runnin’ Down a Dream: How to Thrive in a Career You Actually Love,” is available now.

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]]><![CDATA[Who Made $60M Right After Trump’s Iran Post?]]>https://www.profgmedia.com/p/who-made-60m-right-after-trumps-iranhttps://www.profgmedia.com/p/who-made-60m-right-after-trumps-iranThu, 26 Mar 2026 11:03:11 GMTEd Elson speaks with Anthony Scaramucci about the surge in insider trades tied to Trump’s Truth Social posts on the Iran war. They discuss how widespread the corruption may be and whether it could carry political consequences. Then, Steve Eisman returns to the show to break down the deepening cracks in the private credit market. Finally, Ed examines the pattern of insider trading allegations throughout Trump’s second term, and what, if anything, can be done to rein it in.

Anthony Scaramucci is the founder and managing partner of SkyBridge Capital. Steve Eisman is the Host of the Real Eisman Playbook.

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]]><![CDATA[Is the Oil Crisis About to Break Global Supply Chains?]]>https://www.profgmedia.com/p/is-the-oil-crisis-about-to-breakhttps://www.profgmedia.com/p/is-the-oil-crisis-about-to-breakWed, 25 Mar 2026 11:03:25 GMTEd Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime. Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork. Finally, Ed breaks down the evidence of insider trading on the Iran War this week.

Ryan Petersen is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria is the Head of Technology Research at D.A. Davidson.

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