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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…
2 weeks 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…
2 weeks, 3 days 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…
2 weeks, 4 days ago
Why a Doomsday AI Blog Wiped Out $300 Billion
Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of …
2 weeks, 5 days ago
Billions in Tariff Refunds — Who Gets the Money?
Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and …
2 weeks, 6 days ago
Why Big Tech Is Losing to Boring Stocks
Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe. …
3 weeks ago
Supreme Court Strikes Down Trump’s Tariffs
In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what it…
3 weeks, 2 days ago
Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran
Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that …
3 weeks, 3 days ago
China’s AI Is 20x Cheaper — And Catching Up
Ed Elson breaks down the latest AI launches from Chinese companies with Alice Han, co-host of the China Decode podcast. Then, he discusses why Sweden…
3 weeks, 4 days ago
Netflix Dares Paramount to Bid Higher
Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is…
3 weeks, 5 days ago