Prof G Markets

109 episode briefs available

U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom

Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI

Europe Braces for Trump’s Greenland Tariffs

Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran

Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi

Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem

Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package

Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever

U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform

Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed

What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward

Why the AI Bubble Hasn’t Popped — ft. Josh Brown

Your Brain is the Worst Investor in the Room — ft. Scott Nations

David Solomon on AI, Debt, and America’s Future

Something Has Broken In The U.S. — ft. Katie Martin

The American Affordability Crisis — ft. Neera Tanden

How America Goes Broke — ft. Ray Dalio

Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers

Why Britain’s Economy Is Broken — ft. Jagjit Chadha

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban

Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years

China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market

Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars

Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer

How Milei’s Surprise Win in Argentina Defied the Market

What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO

What Happens if the Fed is Compromised — ft. Claudia Sahm

How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards

Why AI Needs Antitrust Intervention — ft. Jonathan Kanter

Are We Building AI for Progress or Power? — ft. Daron Acemoglu

Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin

Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock

Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality

Inside Elon Musk’s $1 Trillion Tesla Payday — And Why It’s a Governance Nightmare

Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why

Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens

How Big Tech’s Debt Machine Is Powering the AI Boom

Nasdaq Posts Best Day Since May as Fear & Greed Collide

Google vs. Nvidia: Is the AI Chip King Finally Under Threat?

Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk

Aswath Damodaran Says There’s No Place to Hide in Stocks

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

How Silicon Valley Infiltrated the White House

OpenAI Declares Code Red as Google Gains Ground

Paramount Goes Hostile With $108B Bid for Warner Bros.

Did the U.S. Just Hand its AI Edge to China?

Why Oracle is Crashing Right Now

Unemployment Climbs to a Four-Year High

The Economic Risks Keeping Paul Krugman Up at Night

The Bull Case for 2026 — ft. Tom Lee

The Biggest Disruption Is Yet to Come — ft. Justin Wolfers

Scott Galloway’s Predictions for 2026

Is Imperialism Good for Your Portfolio?

Davos Dispatch: World Order on Edge

Big Tech’s AI Vibe Shift

Did Anthropic Just Kill Software?

AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown

Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?

Navigating The Most Top-Heavy S&P 500 in History

The Fed’s September Dilemma: Is it Really Time to Cut Rates?

TikTok, Warner Bros, and the Rise of the Ellison Empire

How The AI Economy Could Collapse

Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation

Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading

EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs

xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

The Great Sloppification of OpenAI

The AI Bubble Is Real — Here’s How to Prepare for the Pop

How China’s AI Efficiency Could Gut the U.S. Economy

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

Tesla Profits Plunge 37% Despite Record Sales — Here’s Why

Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?

Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet

AI is Taking Jobs — Here’s How to Stay Indispensable

Red Flags at OpenAI — How One Company Could Burst the AI Bubble

The Whole Market Looks Expensive — Is it Time to De-Risk?

Nvidia Earnings Brush Off AI Bubble Fears — For Now

Government Shutdown Ends — But the Damage Doesn’t

Even Nvidia Can’t Rescue the Market From the Fear Cycle

Money & Masculinity: Scott Galloway & Ed Elson on What Defines a Man

Netflix Wins the Warner Bros. Bidding War

What’s the Right Investment Strategy for 2026?

Ask Me Anything — Figma, Dirty Jokes, Running for Office & More

401(k) From Birth? Inside the “Trump Accounts” With Brad Gerstner

What the Fed’s Third Rate Cut Means for 2026

Warner Bros. Rejects Paramount’s Hostile Bid

The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025

What Venezuela’s Regime Change Means for Oil

Can a GLP-1 Pill Revive Novo Nordisk?

Why Trump Wants Greenland

The DOJ Comes for Jerome Powell

Trump’s 25% Iran Tariffs Explained

Why Big Banks Are Selling-Off

Wall Street Sinks on Greenland Risk

Greenland Tariffs Are Off — Is There a Deal?

Gold Hits $5K — What’s the Market Afraid Of?

EU Strikes Deal With India in Shift From U.S.

Fed Holds Rates — Inflation Back in Focus

Why Markets Aren’t Scared of Kevin Warsh

SpaceX’s $1.25 Trillion AI Bet

Google Doubles Down on Spending as AI Fear Returns

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

Why Trump’s War Week Didn’t Break Markets