Podcast Episodes
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Even Nvidia Can’t Rescue the Market From the Fear Cycle
Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxi…
3 months, 3 weeks ago
JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest
Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management…
3 months, 3 weeks ago
Nvidia Earnings Brush Off AI Bubble Fears — For Now
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bub…
3 months, 3 weeks ago
How Big Tech’s Debt Machine Is Powering the AI Boom
Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state…
3 months, 3 weeks ago
Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens
Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, fo…
3 months, 3 weeks ago
The Whole Market Looks Expensive — Is it Time to De-Risk?
Scott Galloway and Ed Elson break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Then,…
4 months ago
Aswath Damodaran Says There’s No Place to Hide in Stocks
Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU…
4 months ago
Government Shutdown Ends — But the Damage Doesn’t
Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dy…
4 months ago
Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why
Ed Elson sits down with Justin Wolfers, Professor of Economics and Public Policy at the University of Michigan, to unpack President Trump’s proposed …
4 months ago
Inside Elon Musk’s $1 Trillion Tesla Payday — And Why It’s a Governance Nightmare
Ed Elson is joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to break down how investors reacted to Param…
4 months ago