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.

Ed Elson speaks with Alice Han about where the AI race between China and the U.S. stands today. She breaks down DeepSeek’s $50B valuation, where the U.S. still holds an edge, and how China’s chips really stack up to Nvidia’s. Finally, Ed explains why AI might be making us all dumber.

Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast. 

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Prof G Markets

How China Wins The AI War

Ed Elson brings on Ramit Sethi and Ben Carlson to dig into a striking Goldman Sachs finding: 40% of households earning over $500K say they're living paycheck to paycheck. They debate what the stat reveals about American financial anxiety and lifestyle inflation, why housing is the real crisis, and what it actually takes to feel financially secure.

Ramit Sethi is the Host of Netflix’s “How to Get Rich,” bestselling author, & host of the Money For Couples podcast. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth and author of the forthcoming book, “Risk & Reward”. 

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Why Americans Earning $500K a Year Still Feel Broke

Ed Elson speaks with Rohan Goswami about whether or not GameStop can afford to buy eBay. Then, Charles Elson joins the show to assess the strength of Elon Musk’s claims against OpenAI in the ongoing trial. Finally, Ed breaks down what today’s hottest stocks have in common.

Rohan Goswami is a Business Reporter at Semafor. Charles Elson is the Founding Director of the John L. Weinberg Center for Corporate Governance at the University of Delaware. 

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GameStop’s $56 Billion eBay Bid Is Already Falling Apart

Scott Galloway and Ed Elson break down OpenAI's worst week yet — missed targets, the Musk trial, and a safety lawsuit — and what it all means for Anthropic. They also dig into earnings from Meta, Microsoft, Amazon, Apple and Google. Finally, they discuss why the government had no business trying to bail out Spirit Airlines.

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OpenAI's Week From Hell — And Why Anthropic Is Winning

Ed Elson speaks with Gabe Pereyra, President and co-founder of Harvey, a legal AI startup. They break down what AI can realistically automate in law, how quickly that shift could happen, and what’s likely to slow adoption. They also discuss how Harvey has built trust with major firms despite being a young company.
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Will This $11B AI Startup Disrupt Big Law?

Reid Hoffman joins Scott and Ed to make the bull case for AI amid rising public skepticism. They cover OpenAI's missed targets, the frontier model landscape, the dangers of Mythos, AI's impact on jobs and wealth inequality, why Inflection merged with Microsoft, and Reid's framework for sensible AI regulation.

Reid Hoffman is a co-founder of LinkedIn, Inflection, Manas AI and author of Superagency: What Could Possibly Go Right with Our AI Future. Check out his new Substack, Theory of the Game, now.

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