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Red Flags at OpenAI — How One Company Could Burst the AI Bubble
Scott Galloway and Ed Elson dissect red flags at OpenAI and debate whether problems at the company could burst the AI bubble. Then, they turn to the Supreme Court’s high-stakes tariff case and discus…
Published on 8 hours ago
Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk
Ed Elson and Scott Galloway are joined by Bradley Tusk, venture capitalist, political strategist, and writer, to break down the economics of Zohran Mamdani’s policies. Bradley also shares his thought…
Published on 3 days, 8 hours ago
Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman, busine…
Published on 4 days, 8 hours ago
Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality
Ed Elson is joined by Harley Finkelstein, President of Shopify, to break down the company’s third quarter earnings. Then, Jessica Tarlov, host of the Raging Moderates podcast, joins the show to discu…
Published on 5 days, 8 hours ago
Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock
Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business editor at Axios and the author of the daily Pro Rata …
Published on 6 days, 8 hours ago
AI is Taking Jobs — Here’s How to Stay Indispensable
Scott Galloway and Ed Elson break down Big Tech’s latest earnings and discuss which companies might be over or undervalued. They also examine how AI is reshaping the job market, and how workers shoul…
Published on 1 week ago
Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin
Ed Elson and Scott Galloway are joined by Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, to discuss his new book, “1929,” and the striking p…
Published on 1 week, 3 days ago
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?
Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, …
Published on 1 week, 4 days ago
What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO
Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its new for-profit arm. Then he and Scott Galloway dive …
Published on 1 week, 5 days ago
How Milei’s Surprise Win in Argentina Defied the Market
Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the election in Argentina. Then Robert Armstrong, US finan…
Published on 1 week, 6 days ago