Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. 

Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead.

Fast takes. Clear insights. No jargon — just signal.

Have a question or comment for us? Reach out to markets@profgmedia.com. 

Part of the Vox Media Podcast Network.

Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI.

Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners. 

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Prof G Markets

The Biggest IPO In History Isn’t What You Think It Is

Scott Galloway and Ed Elson discuss how the war in Iran has impacted prices and markets as the conflict passes the two month mark. They also break down what makes a great CEO in light of Tim Cook’s decision to step down from the helm of Apple. Finally, they explore why SpaceX is acquiring Cursor.

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Two Months In: Why Markets Stopped Caring About Iran

Ed Elson and Scott Galloway are joined by Andrew Yang to explore how artificial intelligence will reshape the workforce. They break down the real impact AI is already having on jobs, discuss what the future of work could look like in an increasingly automated economy and outline practical policy solutions to mitigate large-scale job displacement.   

Andrew Yang is an entrepreneur, author, and founder of the Forward Party, best known for his 2020 presidential campaign where he brought universal basic income into the mainstream political conversation. He is also the CEO of Noble Mobile.

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The AI Job Crisis Andrew Yang Saw Coming

Ed Elson is joined by Sherri Davidoff to analyze the security breach of Anthropic’s Mythos, what it means for AI safety and cybersecurity, and how both the company and regulators should respond. Then, Seth Goldstein helps unpack Tesla’s first-quarter earnings. Finally, Ed gives his take on what the next chapter of the Iran war looks like. 

Sherri Davidoff is the Founder of LMG Security and co-host of the podcast Cyberside Chats. Seth Goldstein is a Senior Equity Analyst at Morningstar.

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The Most Dangerous AI Model Just Leaked

Ed Elson speaks with Patrick McGee and Tripp Mickle about what Apple’s next chapter looks like now that Tim Cook is officially stepping down. They discuss what he got right, where he fell short, and what investors should expect from Apple’s new CEO, John Ternus. Finally, Ed shares his perspective on Tim Cook’s long-term legacy and what it means for Apple’s future.

Patrick McGee is an award-winning journalist and author of Apple in China: The Capture of the World's Greatest Company. Tripp Mickle is a tech reporter for the New York Times, and author of After Steve: How Apple Became a Trillion-Dollar Company and Lost Its Soul.

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Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?

Ed Elson speaks with Justin Wolfers to unpack the latest developments in the war, including what the ceasefire really means and how to interpret the Defense Department’s proposed budget. Then, Rich Greenfield joins the show to analyze Netflix’s post-earnings stock drop and assess how Disney’s new CEO is performing. Finally, Ed explains why AI’s growing backlash may be less about technology, and more about rising wealth inequality.

Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Rich Greenfield is the Co-Founder and TMT Analyst at LightShed Partners. 

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Prof G Markets