Podcast Episodes
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This Is How OpenAI Goes Broke — ft. Sebastian Mallaby
Ed Elson sits down with Sebastian Mallaby to discuss why he believes there's a real chance OpenAI runs out of money within the next 18 months, and wh…
1 month, 3 weeks ago
What Wall Street Got Wrong About Iran
Ed Elson is joined by Brian Katulis to break down the latest attacks in the Iran War and how he thinks diplomacy will play out over the next several …
1 month, 3 weeks ago
Why The World Is Spending More On War
Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stabilit…
1 month, 3 weeks ago
SpaceX Just Got Fast-Tracked Into Your Portfolio
Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive …
1 month, 3 weeks ago
OpenAI Wants A Government Bailout
Scott Galloway and Ed Elson unpack reports that Meta is launching a cloud business and explain why they see it as a bearish signal. They also discuss…
1 month, 3 weeks ago
Healthcare is Broken—This Company Wants to Fix It
Ed Elson sits down with Andrew Dudum, co-founder and CEO of Hims & Hers, to discuss why the company went public so early, how it made GLP-1s more aff…
1 month, 4 weeks ago
Tom Lee's Case for S&P 8,000 Has One Big Catch
Ed Elson and Scott Galloway are joined by Tom Lee to map out where he thinks markets are headed by year-end. He explains why he’s still bullish on cr…
1 month, 4 weeks ago
The AI Trade Just Got A Warning From Meta
Ed Elson is joined by Ed Zitron to break down Meta’s move to sell its excess AI capacity and why it’s a bad sign for the AI bubble. Then, Melissa Mur…
2 months ago
Chip Stocks Are On Fire — Will It Last?
Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan G…
2 months ago
OpenAI Hits Pause On Its IPO
Ed Elson is joined by Alex Heath to break down why OpenAI is reportedly delaying its IPO. Then, Jemima Kelly joins the show to discuss what the Bitco…
2 months ago