<![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-marketsSubstackSun, 30 Aug 2026 23:52:54 GMT<![CDATA[The Billionaire Tax Architect Makes His Case]]>https://www.profgmedia.com/p/the-billionaire-tax-architect-makeshttps://www.profgmedia.com/p/the-billionaire-tax-architect-makesFri, 14 Aug 2026 11:41:09 GMTEd Elson is joined by Gabriel Zucman to break down Prop 40, the billionaire tax proposal in California. They discuss why Gabriel thinks it’s the most effective way to tax the ultrawealthy in the state, unpack the various criticisms of the tax, and consider what its influence could be on the rest of the country.

Gabriel Zucman is a Professor of economics at the Paris School of Economics, Summer Research Professor at the University of California, Berkeley, and founding Director of the International Tax Observatory. He is also the founding director of the PSE Stone center on Global Wealth Dynamics. Gabriel has authored three books, including his most recent work, We Need To Tax Billionaires.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[“AI Compute Futures” — Has Wall Street Gone Too Far?]]>https://www.profgmedia.com/p/ai-compute-futures-has-wall-streethttps://www.profgmedia.com/p/ai-compute-futures-has-wall-streetThu, 13 Aug 2026 11:01:30 GMTEd Elson is joined by Rohan Goswami to break down the CME’s move to offer AI compute futures such that computing power can be traded like a commodity. Then, Mark Zandi returns to unpack the latest inflation data from the consumer price index. Finally, Ed shares his thoughts on what the recent high profile departures from OpenAI mean for the markets.

Rohan Goswami is a business reporter at Semafor and the co-host of Compound Interest. Mark Zandi is the chief economist at Moody’s Analytics.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Inside Nvidia’s $500B AI Financing Loop]]>https://www.profgmedia.com/p/inside-nvidias-500b-ai-financinghttps://www.profgmedia.com/p/inside-nvidias-500b-ai-financingWed, 12 Aug 2026 11:03:04 GMTEd Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his thoughts on the fraud allegations against Phoebe Gates.

Jay Goldberg is an analyst at Seaport Global Securities. Tim Farrar is the president of TMF Associates.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

Subscribe now

]]><![CDATA[Here's What The Jobs Report Isn’t Telling You]]>https://www.profgmedia.com/p/heres-what-the-jobs-report-isnt-tellinghttps://www.profgmedia.com/p/heres-what-the-jobs-report-isnt-tellingTue, 11 Aug 2026 11:02:30 GMTEd Elson is joined by Kathryn Anne Edwards to break down the real story behind the July jobs report. She also shares her thoughts on how AI is impacting the labor market, and the solution we need for those who lose their jobs due to the technology. Then, Bradley Tusk returns to the show to discuss Mark Zuckerberg’s AI manifesto and the $1 billion “Future Is For Everyone” fund. Finally, Ed asks the audience a question: what is democratic socialism, really?

Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast. Bradley Tusk is a venture capitalist, political strategist, and writer.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Bulls vs. Bears: Who’s Right About This Market?]]>https://www.profgmedia.com/p/bulls-vs-bears-whos-right-about-thishttps://www.profgmedia.com/p/bulls-vs-bears-whos-right-about-thisMon, 10 Aug 2026 10:46:07 GMTScott Galloway and Ed Elson break down the bull and bear cases for the market at new record highs. They unpack how dependent the market has become on cash-burning companies like OpenAI and Anthropic, and therefore how fragile the AI trade is. Then they turn to SpaceX and check in on the stock following the company’s first earnings report and share lockup expiration date.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Aswath Damodaran: Big Tech Has No Idea How AI Pays Off]]>https://www.profgmedia.com/p/aswath-damodaran-big-tech-has-nohttps://www.profgmedia.com/p/aswath-damodaran-big-tech-has-noFri, 07 Aug 2026 10:00:00 GMTEd Elson and Scott Galloway are joined by Aswath Damodaran to break down the biggest takeaways from Big Tech earnings. He explains what the latest results reveal about the AI race, why he's becoming increasingly concerned about the Magnificent Seven's AI spending, and how he values the hyperscalers. They also discuss how much AI risk is already priced into the market and whether SpaceX's current valuation is justified.

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Michael Burry Says This Is The Top — Is It?]]>https://www.profgmedia.com/p/michael-burry-says-this-is-the-tophttps://www.profgmedia.com/p/michael-burry-says-this-is-the-topThu, 06 Aug 2026 11:03:39 GMTEd Elson is joined by Steve Eisman to unpack why stocks are at record highs and what it would take for him to call a market top. Then, Ryan Petersen returns to explain how the war with Iran and escalating tariffs are reshaping global supply chains. Finally, Ed breaks down the growing evidence that the AI boom has become increasingly dependent on OpenAI.

Steve Eisman is the Host of the Real Eisman Playbook. Ryan Petersen is the CEO and Founder of Flexport.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Apple’s War On OpenAI Just Got Personal]]>https://www.profgmedia.com/p/apples-war-on-openai-just-got-personalhttps://www.profgmedia.com/p/apples-war-on-openai-just-got-personalWed, 05 Aug 2026 11:00:44 GMTEd Elson is joined by Alex Heath to unpack the latest drama in the legal battle between Apple and OpenAI, what Apple’s request for a preliminary injunction could mean, and how serious the case could become for OpenAI. Then, Nicolas Owens returns to break down SpaceX’s latest earnings, assess the company’s capital expenditures, and give his take on its current valuation. Finally, Ed gives his take on reports that Blackstone is in talks to loan money to Anthropic.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

Read more

]]><![CDATA[REPLAY: Second Quarter Review — with Aswath Damodaran, Scott Galloway, & Ed Elson]]>https://www.profgmedia.com/p/replay-second-quarter-review-withhttps://www.profgmedia.com/p/replay-second-quarter-review-withTue, 04 Aug 2026 16:31:55 GMTAre we heading for an AI correction? Scott and Ed are joined by Professor Aswath Damodaran to unpack the lack of transparency in Big Tech's business models, the hype driving cross-holdings in startups like OpenAI and Anthropic, and how to properly value these companies amidst the noise.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Aschenbrenner’s AI Fund Collapse Is Just The Beginning]]>https://www.profgmedia.com/p/aschenbrenners-ai-fund-collapse-ishttps://www.profgmedia.com/p/aschenbrenners-ai-fund-collapse-isTue, 04 Aug 2026 11:01:49 GMTEd Elson is joined by Michael Green to discuss the role that leverage played in the turmoil with Leopold Aschenbrenner’s fund, Situational Awareness, and how leveraged-ETFs are impacting the semiconductor industry. Then, Katie Martin returns to break down why the U.S. intervened to help Japan with the yen and whether the U.S. is actually in a position to prop up the currency. Finally, Ed gives his take on Trump’s decision to sell early access to his social media posts.

Michael Green is the Chief Strategist and Portfolio Manager for Simplify Asset Management and author of the Yes I give a fig Substack. Katie Martin is a markets columnist and editorial board member at the Financial Times.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[How Leverage Turned An AI Boom Into A Crash]]>https://www.profgmedia.com/p/how-leverage-turned-an-ai-boom-intohttps://www.profgmedia.com/p/how-leverage-turned-an-ai-boom-intoMon, 03 Aug 2026 10:00:00 GMTScott Galloway and Ed Elson break down how single-stock leveraged ETFs caused volatility in the South Korean stock market and discuss how leverage can be damaging for investors. Then, they unpack earnings from Microsoft, Meta, Apple, and Amazon, explaining why investors rewarded Microsoft and Amazon while punishing Meta and Apple. They discuss how the AI boom is making it increasingly difficult to value Big Tech.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[The Next Era of Warfare is Here]]>https://www.profgmedia.com/p/the-next-era-of-warfare-is-herehttps://www.profgmedia.com/p/the-next-era-of-warfare-is-hereSun, 02 Aug 2026 11:15:53 GMTEd Elson sits down with Brian Schimpf, co-founder and CEO of Anduril, to discuss how AI is transforming the defense industry and where it should, and shouldn't, be deployed. They also explore the growing threat posed by China, why we’re in such an unstable time right now, and what people get wrong about the defense industry.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Legendary Short Seller: Fraud Is Hiding Behind Record Highs]]>https://www.profgmedia.com/p/legendary-short-seller-fraud-is-hidinghttps://www.profgmedia.com/p/legendary-short-seller-fraud-is-hidingFri, 31 Jul 2026 10:03:57 GMTEd Elson and Scott Galloway are joined by Jim Chanos to discuss the biggest risks he sees in today’s AI-driven market and the warning signs that remind him of the late stages of the dot-com bubble. He also breaks down the companies he’s long and short on, explains why he’s increasingly concerned about fraud in the market, and shares the advice he’d give to young investors navigating today’s environment.

Leave a comment

Jim Chanos is the Founder and Managing Partner of Chanos & Company, formally known as Kynikos Associates, the world’s oldest exclusive short selling investment firm.

Read more

]]><![CDATA[Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?]]>https://www.profgmedia.com/p/microsoft-soars-meta-sinks-has-thehttps://www.profgmedia.com/p/microsoft-soars-meta-sinks-has-theThu, 30 Jul 2026 11:03:24 GMTEd Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant for the rest of the year. Finally, Ed gives his take on FIFA’s decision to sell its profits.

Gil Luria is the Head of Technology Research at D.A. Davidson. Mike Gapen is the managing director and Chief U.S. Economist at Morgan Stanley.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

Subscribe now

]]><![CDATA[Why The Nasdaq Just Hit Correction Territory]]>https://www.profgmedia.com/p/why-the-nasdaq-just-hit-correctionhttps://www.profgmedia.com/p/why-the-nasdaq-just-hit-correctionWed, 29 Jul 2026 11:02:47 GMTEd Elson is joined by Torsten Sløk to break down what’s driving the recent tech sell-off, where he thinks markets are headed from here, and which asset classes investors should consider if they’re looking to diversify beyond AI. Then, Justin Wolfers returns to discuss President Trump’s latest tariff strategy, how it could affect inflation, and what it means for the broader economy.

Torsten Sløk is the Chief Economist at Apollo Global Management. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[China Is Undercutting America’s AI Giants]]>https://www.profgmedia.com/p/china-is-undercutting-americas-aihttps://www.profgmedia.com/p/china-is-undercutting-americas-aiTue, 28 Jul 2026 11:01:55 GMTEd Elson is joined by Scott Singer to discuss why Chinese open models have been gaining momentum and whether or not the U.S. risks losing its lead in the AI race. Then, Vishy Tirupattur joins to unpack the debt behind the AI buildout and explain why investors should be paying attention to the off-balance sheet debt from the hyperscalers. Finally, Ed gives his take on China’s most valuable company.

Scott Singer is a Technology and International Affairs fellow at the Carnegie Endowment for International Peace. Vishy Tirupattur is the Chief Fixed Income Strategist at Morgan Stanley.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

Read more

]]><![CDATA[How Big Tech Offloaded The Risk Of AI]]>https://www.profgmedia.com/p/how-big-tech-offloaded-the-risk-ofhttps://www.profgmedia.com/p/how-big-tech-offloaded-the-risk-ofMon, 27 Jul 2026 10:02:36 GMTScott Galloway and Ed Elson unpack why they think investors should be paying closer attention to the off-balance-sheet obligations behind Big Tech's AI buildout. Then, they examine how rising oil prices and a new wave of tariffs could keep inflation elevated and why they believe China has emerged as one of the biggest beneficiaries of the conflict with Iran. Finally, they break down the surge in new business applications and explain what they think is behind the apparent small-business boom.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Why America Needs to Rethink Capitalism]]>https://www.profgmedia.com/p/why-america-needs-to-rethink-capitalismhttps://www.profgmedia.com/p/why-america-needs-to-rethink-capitalismFri, 24 Jul 2026 10:01:39 GMTEd Elson and Scott Galloway are joined by Noah Smith for a livestream to discuss what AI issues he thinks deserve more attention and whether or not he is concerned about AI dumping. They also explore why he believes a sovereign wealth fund could help address wealth inequality and what America’s fertility decline could mean for the economy in the decades ahead.

For access to future livestreams, you can subscribe to our substack here.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[AI Has A Hidden Debt Problem]]>https://www.profgmedia.com/p/ai-has-a-hidden-debt-problemhttps://www.profgmedia.com/p/ai-has-a-hidden-debt-problemThu, 23 Jul 2026 11:29:03 GMTEd Elson is joined by Ed Zitron to explore why AI companies have racked up so much debt and how they are able to keep it off their balance sheets. Then, Karim Bousta joins to give his takeaways from Tesla’s earnings and explain why the company is still struggling with its profits. Finally, Scott Devitt returns to break down Google’s earnings and whether or not he’s concerned about the company’s negative free cash flow.

Ed Zitron is the author of the Where’s Your Ed At newsletter and Host of the Better Offline podcast. Scott Devitt is a Senior Research Analyst at Rosenblatt Securities. Karim Bousta is the Co-Founder and Managing Partner at DVx Ventures and former Vice President at both Tesla and Lyft.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]><![CDATA[Trump’s Tariffs Are Back — And Crazier Than Ever]]>https://www.profgmedia.com/p/trumps-tariffs-are-back-and-crazierhttps://www.profgmedia.com/p/trumps-tariffs-are-back-and-crazierWed, 22 Jul 2026 11:05:01 GMTEd Elson is joined by Peter Harrell to break down the new tariffs on Canada and whether or not there could be more trade chaos on the horizon. Then, Rohan Goswami returns to discuss the latest roadblock in the Paramount/Warner Bros. deal and give a prediction for when he thinks it will actually go through. Finally, Ed explains why he’s concerned about Oracle’s debt.

Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Rohan Goswami is a Business Reporter at Semafor.

Leave a comment

Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.

]]>