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The Next Inflation Wave Is Already Here
Scott Galloway and Ed Elson unpack how the war is driving up prices across the U.S. and why they believe a recession is a real possibility. They then…
1 month, 1 week ago
The 35% Recession Warning Markets Are Ignoring — ft. Ed Yardeni
Ed Elson and Scott Galloway are joined by Ed Yardeni to discuss why he recently raised the odds of a recession this year. He also weighs in on the ri…
1 month, 1 week ago
Your Bills Are About to Go Up — The Fed Can’t Stop It
Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the …
1 month, 1 week ago
Nvidia Says $1T Is Coming — The Market Isn’t Buying It
Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by …
1 month, 1 week ago
Why the Pentagon Is Hiring Wall Street Bankers
Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 b…
1 month, 2 weeks ago
War With Iran Is Rewriting Global Markets
Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capita…
1 month, 2 weeks ago
You Think You're Diversified, AI Disagrees — ft. Torsten Slok
Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shap…
1 month, 2 weeks ago
What $4 Gas Would Do to the Economy
Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Ora…
1 month, 2 weeks ago
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,…
1 month, 2 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…
1 month, 3 weeks ago