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Pricing the Iran War's Future — Are Markets Right?
Ed Elson is joined by Katie Martin and Justin Wolfers to break down how the war with Iran is moving markets, what signals the bond market is sending,…
5 months, 3 weeks ago
The Iran War’s Oil Shock — How Bad Could It Get?
Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he di…
5 months, 4 weeks ago
The Iran War Risk Markets Are Ignoring
Scott Galloway and Ed Elson break down what markets are signaling about the war with Iran, and whether they think investors are getting it wrong. Ed …
5 months, 4 weeks ago
Is Private Credit The Next 2008? — ft. Steve Eisman
Scott Galloway and Ed Elson are joined by Steve Eisman to discuss what he thinks are the two biggest long term risks to the market. He also explains …
6 months ago
$500M Bet On The Iran Strike — Before It Happened
Ed Elson speaks with Jonathan Cohen about the massive wagers in prediction markets on the war with Iran. Then he discusses Anduril’s funding round an…
6 months ago
Why The Iran War Could Reignite Inflation
Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks i…
6 months ago
War With Iran: Why Oil Didn’t Spike As Expected
Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escal…
6 months ago
What the AI Scare Gets Wrong
Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they disc…
6 months ago
Prediction Markets vs. Gambling: Where’s the Line? — ft. Tarek Mansour
Scott Galloway and Ed Elson are joined by Tarek Mansour to break down why prediction markets are surging in popularity, and whether they’re really an…
6 months, 1 week ago
Nvidia’s Blowout Can’t Calm AI Anxiety
Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety r…
6 months, 1 week ago