Episodios

  • JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest

    JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest
    Nov 21 2025
    Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks for 2026. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 h y 9 m
  • Nvidia Earnings Brush Off AI Bubble Fears — For Now

    Nvidia Earnings Brush Off AI Bubble Fears — For Now
    Nov 20 2025
    Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And finally, Ed shares his takeaways from the meeting between President Trump and Saudi Arabia’s Crown Prince. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    35 m
  • How Big Tech’s Debt Machine Is Powering the AI Boom

    How Big Tech’s Debt Machine Is Powering the AI Boom
    Nov 19 2025
    Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week and explain how that strategy is shaping the AI boom. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    32 m
  • Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens

    Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens
    Nov 18 2025
    Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs into why Berkshire Hathaway just snapped up roughly $5 billion worth of Google shares. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    29 m
  • The Whole Market Looks Expensive — Is it Time to De-Risk?

    The Whole Market Looks Expensive — Is it Time to De-Risk?
    Nov 17 2025
    Scott Galloway and Ed Elson break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. Finally, they dig into why the housing crisis is getting worse and whether or not the 50 year mortgage will help the problem. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 h y 9 m
  • Aswath Damodaran Says There’s No Place to Hide in Stocks

    Aswath Damodaran Says There’s No Place to Hide in Stocks
    Nov 14 2025
    Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business, to unpack his growing concerns about the markets and how investors should position themselves. He also weighs in on our big tech stock pick of 2026 and offers practical advice for young people feeling anxious about their financial future. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    1 h y 9 m
  • Government Shutdown Ends — But the Damage Doesn’t

    Government Shutdown Ends — But the Damage Doesn’t
    Nov 13 2025
    Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finally, Ed speaks with Robert Sockin, Senior Global Economist at Citi to explain what the end to the government shutdown really means for the economy. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    34 m
  • Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why

    Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why
    Nov 12 2025
    Ed Elson sits down with Justin Wolfers, Professor of Economics and Public Policy at the University of Michigan, to unpack President Trump’s proposed $2,000 tariff dividend. Then, Alex Heath, author of The Verge’s Sources newsletter and co-host of the Decoder podcast, joins the show to break down the growing rivalry between Anthropic and OpenAI, and their sharply different business strategies. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    31 m