Podcast Episodes
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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…
2 months, 3 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…
2 months, 3 weeks 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…
2 months, 3 weeks 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…
2 months, 3 weeks 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…
2 months, 4 weeks 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…
2 months, 4 weeks 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…
3 months 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…
3 months ago
EU Strikes Deal With India in Shift From U.S.
Ed Elson speaks with Liz Hoffman, Business and Finance Editor at Semafor, about the implications of the free trade deal between India and the EU. The…
3 months ago
Gold Hits $5K — What’s the Market Afraid Of?
Ed Elson speaks with Robert Armstrong, author of the Unhedged Newsletter, about how the markets reacted to Trump’s Greenland TACO, why gold hit a new…
3 months ago