<![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-marketsSubstackThu, 16 Jul 2026 20:00:16 GMT<![CDATA[SpaceX Is Down 40% — How Low Can It Go?]]>https://www.profgmedia.com/p/spacex-is-down-40-how-low-can-ithttps://www.profgmedia.com/p/spacex-is-down-40-how-low-can-itThu, 16 Jul 2026 11:04:13 GMTEd Elson is joined by Nicolas Owens to break down how SpaceX shares fell below their IPO price and where the stock might go from here. Then, Bradley Tusk returns to discuss New York’s statewide data center moratorium and whether other states might follow suit. Finally, Ed gives his take on the Treasury Department’s new gold coins.

Nicolas Owens is an Equity Analyst at Morningstar. Bradley Tusk is a venture capitalist, political strategist, and writer.

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]]><![CDATA[Why America’s Inflation Problem Isn’t Going Away]]>https://www.profgmedia.com/p/why-americas-inflation-problem-isnthttps://www.profgmedia.com/p/why-americas-inflation-problem-isntWed, 15 Jul 2026 11:04:43 GMTEd Elson is joined by Mark Zandi to break down what the latest inflation report reveals about the state of the economy and what it could mean for the path of interest rates. Then, Saul Martinez returns to explain why the nation’s biggest banks delivered such strong earnings. Finally, Ed gives his take on the inflation report.

Mark Zandi is the Chief Economist at Moody’s Analytics. Saul Martinez is the Head of US Financials Research at HSBC.

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]]><![CDATA[Apple Just Declared War On OpenAI]]>https://www.profgmedia.com/p/apple-just-declared-war-on-openaihttps://www.profgmedia.com/p/apple-just-declared-war-on-openaiTue, 14 Jul 2026 11:01:12 GMTEd Elson speaks with Alex Kantrowitz about what Apple’s lawsuit against OpenAI could mean for the startup’s hardware and IPO ambitions. Then, Luke Kawa returns to the show to break down South Korea’s leveraged ETF problem. Finally, Ed gives an update on Trump’s latest Strait of Hormuz strategy.

Alex Kantrowitz is the author of the Big Technology newsletter and podcast. Luke Kawa is the Head of Markets at Sherwood News.

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]]><![CDATA[Wall Street Is Pumping SpaceX — So Why Is It Falling?]]>https://www.profgmedia.com/p/wall-street-is-pumping-spacex-sohttps://www.profgmedia.com/p/wall-street-is-pumping-spacex-soMon, 13 Jul 2026 10:10:21 GMTPatrick Boyle, professor at King’s College London and portfolio manager, fills in for Scott. He and Ed discuss how SpaceX’s stock has traded over the past couple weeks. They break down the price targets that analysts have issued and explain why they’re concerned about potential conflicts of interest in equity research. Then, they discuss why crypto bros don’t find crypto exciting anymore and have moved onto AI. Finally, they explore why the housing market is showing new signs of strain and what it would take to get home prices back to a reasonable place.

Patrick Boyle is a professor at King’s College London and a portfolio manager with more than 20 years of experience at hedge funds, investment banks and private wealth management firms. He’s also the author of several books on finance and hosts the podcast, Patrick Boyle On Finance.

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]]><![CDATA[This Is How OpenAI Goes Broke — with Sebastian Mallaby]]>https://www.profgmedia.com/p/this-is-how-openai-goes-broke-withhttps://www.profgmedia.com/p/this-is-how-openai-goes-broke-withFri, 10 Jul 2026 12:00:52 GMTEd Elson sits down with Sebastian Mallaby to discuss why he believes there’s a real chance OpenAI runs out of money within the next 18 months, and what that would mean for the broader AI industry. He also explains why he doesn’t necessarily see Meta’s decision to sell excess compute capacity as a bear signal, why he was encouraged by the Trump administration’s new AI policy, and how he expects the AI race to unfold over the coming years.

Sebastian Mallaby is a prominent journalist, author, Pulitzer Prize finalist, and senior fellow at the Council on Foreign Relations. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.

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]]><![CDATA[What Wall Street Got Wrong About Iran]]>https://www.profgmedia.com/p/what-wall-street-got-wrong-abouthttps://www.profgmedia.com/p/what-wall-street-got-wrong-aboutThu, 09 Jul 2026 11:01:39 GMTEd Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several months. Then, Casey Mock joins the show to discuss what the Meta lawsuits mean for investors. Finally, Ed gives his take on Trump’s Iran strategy.

Brian Katulis is a Senior Fellow at the Middle East Institute. Casey Mock is the Senior Policy Director for the Anxious Generation Movement.

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]]><![CDATA[Why The World Is Spending More On War]]>https://www.profgmedia.com/p/why-the-world-is-spending-more-onhttps://www.profgmedia.com/p/why-the-world-is-spending-more-onWed, 08 Jul 2026 11:03:38 GMTEd Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to break down why chip stocks are selling off despite strong earnings from Samsung. Finally, Ed is joined by Ara Kharazian to dig into his paper which showed that the biggest AI spenders are actually hiring more than non-adopters.

Steve Feldstein is a senior fellow at the Carnegie Endowment for International Peace. Zed Francis is the CIO & Co-Founder at Convexitas. Ara Kharazian is the Lead Economist at Ramp.

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]]><![CDATA[SpaceX Just Got Fast-Tracked Into Your Portfolio]]>https://www.profgmedia.com/p/spacex-just-got-fast-tracked-intohttps://www.profgmedia.com/p/spacex-just-got-fast-tracked-intoTue, 07 Jul 2026 11:03:26 GMTEd Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the show to break down the June jobs report and why she thinks wage growth is the most important thing to focus on. Finally, Ed gives his take on the latest evidence of Trump’s kingmaker economy.

Michael Green is the Chief Strategist and Portfolio Manager for Simplify Asset Management. Kathryn Anne Edwards is a PhD economist, economic policy consultant, and columnist for Bloomberg News.

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]]><![CDATA[OpenAI Wants A Government Bailout]]>https://www.profgmedia.com/p/openai-wants-a-government-bailouthttps://www.profgmedia.com/p/openai-wants-a-government-bailoutMon, 06 Jul 2026 10:16:25 GMTScott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss why they don’t think there’s any justification for a government bailout of OpenAI. Then, they break down why the new Trump accounts are a step in the right direction, but argue that reducing inequality shouldn't depend on the generosity of billionaires. Finally, Scott explains the investment thesis behind his bullish call on the Bending Spoons IPO and why he decided to invest in the company.

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]]><![CDATA[Healthcare is Broken—This Company Wants to Fix It]]>https://www.profgmedia.com/p/healthcare-is-brokenthis-companyhttps://www.profgmedia.com/p/healthcare-is-brokenthis-companySun, 05 Jul 2026 14:08:16 GMTEd Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more affordable, and whether healthcare regulation has gone too far. They also explore why Hims & Hers chose to disrupt the system instead of working within it.

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]]><![CDATA[Tom Lee's Case for S&P 8,000 Has One Big Catch]]>https://www.profgmedia.com/p/tom-lees-case-for-s-and-p-8000-hashttps://www.profgmedia.com/p/tom-lees-case-for-s-and-p-8000-hasFri, 03 Jul 2026 15:41:42 GMTEd Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on crypto, what would force him to rethink his stance, and the red flags he watches for in earnings quality. He also breaks down his bullish case for the Magnificent 7 and software stocks, and how he stays confident through volatility.

Tom Lee is the co-founder, managing partner, and head of research at Fundstrat Global Advisors.

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]]><![CDATA[The AI Trade Just Got A Warning From Meta]]>https://www.profgmedia.com/p/the-ai-trade-just-got-a-warning-fromhttps://www.profgmedia.com/p/the-ai-trade-just-got-a-warning-fromThu, 02 Jul 2026 11:03:46 GMTEd Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Murray joins the show to discuss the Supreme Court’s latest decisions and what they mean for the future of the country. Finally, Ed gives his take on Trump’s personal financial disclosures.

Ed Zitron is the author of the Where’s Your Ed At Newsletter, and the Better Offline Podcast. Melissa Murray is a professor at NYU Law and co-host of the Strict Scrutiny Podcast.

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]]><![CDATA[Chip Stocks Are On Fire — Will It Last?]]>https://www.profgmedia.com/p/chip-stocks-are-on-fire-will-it-lasthttps://www.profgmedia.com/p/chip-stocks-are-on-fire-will-it-lastWed, 01 Jul 2026 11:03:54 GMTEd Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its remaining media assets and what it means for the future of conglomerates. Finally, Ed gives his take on Trump’s strategy to lower gas prices.

Stacy Rasgon is a Senior Analyst at Bernstein. Rohan Goswami is a Business Reporter at Semafor and the co-host of Compound Interest.

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]]><![CDATA[OpenAI Hits Pause On Its IPO]]>https://www.profgmedia.com/p/openai-hits-pause-on-its-ipohttps://www.profgmedia.com/p/openai-hits-pause-on-its-ipoTue, 30 Jun 2026 11:03:00 GMTEd Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitcoin selloff means for the crypto market. Finally, Ed gives his take on new data about the AI boom that raises even more concerns about a bubble.

Alex Heath is the author of the Sources Newsletter and co-host of the Access Podcast. Jemima Kelly is a columnist at the Financial Times.

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]]><![CDATA[This Market Is Directionless (And That Should Scare You)]]>https://www.profgmedia.com/p/this-market-is-directionless-andhttps://www.profgmedia.com/p/this-market-is-directionless-andMon, 29 Jun 2026 10:03:46 GMTRobert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott to assess the state of the markets at the halfway point of the year. He and Ed look back at the biggest stories of the past six months and explain why they believe investors may be approaching a nervous top. They discuss why the Magnificent Seven have begun to lose their grip on the market and which sectors are emerging as the new leaders. Finally, they look ahead to the second half of the year, making predictions on inflation, interest rates, and whether or not the bubble will burst.

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]]><![CDATA[AI Is Dumber Than Investors Think — with Gary Marcus]]>https://www.profgmedia.com/p/ai-is-dumber-than-investors-thinkhttps://www.profgmedia.com/p/ai-is-dumber-than-investors-thinkFri, 26 Jun 2026 10:33:49 GMTEd Elson is joined by Gary Marcus to discuss why he’s concerned about the fact that we’re all-in on AI. They explore why he argues generative AI is inherently unreliable, whether the concerns surrounding Anthropic’s Mythos model are justified, how policymakers should approach AI regulation, and the biggest misconception about the technology that he believes needs to be corrected.

Gary Marcus is a leading voice in artificial intelligence, author, and professor at NYU Stern.

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]]><![CDATA[America Finally Has a Housing Plan. Trump Is Blocking It.]]>https://www.profgmedia.com/p/america-finally-has-a-housing-planhttps://www.profgmedia.com/p/america-finally-has-a-housing-planThu, 25 Jun 2026 11:02:08 GMTEd Elson is joined by Daryl Fairweather to break down whether the housing bill that just passed in the Senate will bring down housing prices in a meaningful way — if Trump lets it through. Then, Mike Issac joins the show to discuss his reporting on Meta’s prediction markets play. Finally, Ed checks in with Scott Galloway for a dispatch from Cannes.

Daryl Fairweather is the chief economist at Redfin. Mike Isaac is a technology correspondent at The New York Times.

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]]><![CDATA[SpaceX Stock Just Crashed — Here’s Why]]>https://www.profgmedia.com/p/spacex-stock-just-crashed-heres-whyhttps://www.profgmedia.com/p/spacex-stock-just-crashed-heres-whyWed, 24 Jun 2026 11:02:13 GMTEd Elson is joined by Gil Luria to discuss the global tech selloff and how SpaceX is fueling AI fears. Then, Arin Dube joins the show to break down his research on minimum wage increases and what it reveals about the path towards raising the federal minimum wage. Finally, Ed checks in on his SpaceX prediction.

Gil Luria is the Head of Technology Research at D.A. Davidson. Arin Dube is the Provost Professor of Economics at the University of Massachusetts Amherst and author of The Wage Standard: What’s Wrong in the Labor Market and How to Fix It.

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]]><![CDATA[Why Britain’s Economy Has Been Stuck For 20 Years]]>https://www.profgmedia.com/p/why-britains-economy-has-been-stuckhttps://www.profgmedia.com/p/why-britains-economy-has-been-stuckTue, 23 Jun 2026 11:28:23 GMTEd Elson is joined by Paul Johnson to discuss why Keir Starmer stepped down as Prime Minister and what his resignation reveals about the deeper challenges facing the U.K. economy. Then, Brian Kersmanc breaks down how markets are responding to the latest developments in the U.S.-Iran negotiations and what they signal for oil prices. Finally, Ed explains why the U.K.’s struggles may offer a cautionary lesson for other economies.

Paul Johnson is an economist and Provost of The Queen’s College at Oxford. Brian Kersmanc is a Portfolio Manager at GQG Partners.

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]]><![CDATA[No, We Do Not Have An Iran Deal]]>https://www.profgmedia.com/p/no-we-do-not-have-an-iran-dealhttps://www.profgmedia.com/p/no-we-do-not-have-an-iran-dealMon, 22 Jun 2026 10:16:21 GMTScott Galloway and Ed Elson break down the memorandum of understanding between the United States and Iran and explain why the agreement was unlikely to succeed from the start. Then, they unpack the financials behind OpenAI and Anthropic, exploring what it would take for either company to become profitable—and when that might actually happen. Finally, they revisit Snap Specs to examine why the product flopped, and why Snap’s dual-class share structure makes meaningful change at the company nearly impossible.

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