Podcast Episodes
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Google Goes All-In on the AI Arms Race
Ed Elson discusses Google’s massive bond sale with Gil Luria, Head of Technology Research at D.A. Davidson. They also break down why D.A. Davidson up…
6 months, 4 weeks ago
Why Markets Can’t Price AI
Ed Elson breaks down the software sell-off and Amazon’s earnings with Robert Armstrong, US financial commentator for the Financial Times. Then, he di…
6 months, 4 weeks ago
Did Anthropic Just Kill Software?
Scott Galloway and Ed Elson unpack last week’s software sell-off, including which names could be potential buys. They then turn to the world of enter…
6 months, 4 weeks ago
The American Affordability Crisis — ft. Neera Tanden
Ed Elson and Scott Galloway are joined by Neera Tanden, president and CEO of the Center for American Progress, to unpack affordability in America und…
7 months ago
Google Doubles Down on Spending as AI Fear Returns
Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications o…
7 months ago
SpaceX’s $1.25 Trillion AI Bet
Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle…
7 months ago
Why Markets Aren’t Scared of Kevin Warsh
Ed Elson speaks with Mark Zandi, Chief Economist at Moody’s Analytics, about Trump’s pick of Kevin Warsh for chair of the Federal Reserve. Then, he b…
7 months ago
Big Tech’s AI Vibe Shift
Scott Galloway and Ed Elson break down earnings from Microsoft, Meta, Tesla, and Apple. They also weigh in on Trump’s pick of Kevin Warsh for chair o…
7 months ago
Something Has Broken In The U.S. — ft. Katie Martin
Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how invest…
7 months, 1 week ago
Fed Holds Rates — Inflation Back in Focus
Ed Elson speaks with Michael Gapen, Chief U.S. Economist at Morgan Stanley, about the Fed’s path forward and the dollar’s decline. Then Ed breaks dow…
7 months, 1 week ago