Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and consider how to invest in the space. Finally, they break down reports that Warner Bros. Discovery might be up for sale and debate whether there are really multiple bidders for the company. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now 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

Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, shares his biggest concerns about America’s future, and offers advice for the next generation of scholars. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood News, returns to the show to unpack how Beyond Meat joined the meme stock craze. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss OpenAI’s new web browser and whether it’s actually a threat to Google.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberation Day.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health concerns and consider who’s really responsible for fixing the problem. Finally, they look at two fast-rising challengers to SpaceX and the new investment opportunities emerging in the space race. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now 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

Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enforcement is more critical than ever. He also weighs in on the Ticketmaster lawsuit, the rising backlash against capitalism, and why the energy sector is one to watch. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcasts. Finally, Ed dives into a $40 billion deal to buy one of the world’s biggest data center operators. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and China. Then, Telis Demos, writer and co-host of the Wall Street Journal’s “Take on the Week” podcast, joins the show to help break down earnings from JP Morgan, Goldman, Citi, and Wells Fargo.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements seriously.  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes down to one factor: the freedom to fire. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" 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

Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation about what happens to a $30 trillion economy when data goes dark. She also shares her take on alternative recession indicators, youth unemployment, the rise of the “trad wife” trend, and how ICE raids will reshape the labor force. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t phased the markets. Then, Ed is joined by Alice Han, host of China Decode and Director at Greenmantle, to break down what’s driving the rally in Chinese tech. Vote for Prof G Markets at the Signal Awards  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to Japan’s likely new prime minister and the outlook for U.S.-Japan relations. Then, Ed and Scott break down the massive surge in emerging markets this year and what the rally means for investors. Vote for Prof G Markets at the Signal Awards  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to unpack AMD’s deal with OpenAI and check in on some updates from OpenAI’s DevDay 2025. Then, he and Scott dive into Paramount’s $150 million acquisition of The Free Press and what Bari Weiss’s new role as Editor-in-Chief could mean for the future of CBS News. Vote for Prof G Markets at the Signal Awards  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exploring why deal sizes are exploding and smaller companies are being left behind. Finally, they cover Charlie Javice’s sentencing and tackle the fine line between storytelling and fraud. Vote for Prof G Markets at the Signal Awards  Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth," out now 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

Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s independence. Claudia weighs in on the health of the U.S. economy, the growing concentration in the stock market, and where she sees recession risks right now. Vote for Prof G Markets at the Signal Awards  Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for the auto industry. He then turns to the Trump administration’s new website for buying prescription drugs directly from manufacturers, and explains why it may fall short of solving America’s high drug price problem. Courtney Breen, senior analyst at Bernstein Research, also joins Producer Claire Miller to break down who the real winners of TrumpRx will be.  Vote for Prof G Markets at the Signal Awards  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives into Fermi America, a new company going public, and explains why he thinks it may be the year’s worst IPO. Vote for Prof G Markets at the Signal Awards  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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

Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also joins producer Claire Miller to break down why Saudi Arabia’s public investment fund is so interested in the company. Then, Ed and Scott dive into the pricing of the TikTok deal and explain why it appears to be illegal. Finally, Ed is joined by Mark Zandi, Chief Economist at Moody’s Analytics, to break down the latest revision to second-quarter GDP and what’s really fueling economic growth. Vote for Prof G Markets at the Signal Awards  Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice 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