Podcast Episodes
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Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi
Ed Elson is joined by Mark Zandi, Chief Economist of Moody's Analytics, who returns to the show to discuss his U.S. outlook and how he thinks the eco…
6 months, 2 weeks ago
Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?
Ed is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to discuss Nvidia’s second quarter earnings and why the stock fell following…
6 months, 2 weeks ago
Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI
Ed is joined by Sarah Binder, senior fellow in Governance Studies at Brookings and a professor of political science at George Washington University, …
6 months, 2 weeks ago
U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to becom…
6 months, 2 weeks ago
AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, returns to the show to discuss what drove the latest tech selloff and share his thought…
6 months, 2 weeks ago
Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how marke…
7 months, 1 week ago
OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Mana…
7 months, 1 week ago
Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings
Ed breaks down the potential candidates in the running to replace Jerome Powell as chair of the Federal Reserve. Then he explains why Tesla’s shareho…
7 months, 1 week ago
Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again
Ed breaks down Friday’s jobs data and the fallout from Trump that followed. Then Charles Elson, Founding Director of the Weinberg Center for Corporat…
7 months, 1 week ago
Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz
Scott and Ed break down earnings from Microsoft, Meta, Apple, and Amazon, with Scott identifying a shift in the cloud space. Ed explains how the mark…
7 months, 1 week ago