Ed Elson and Scott Galloway are joined by Kathryn Anne Edwards to break down the cracks in the labor market and unpack whether more layoffs are on the horizon. They discuss how shifting immigration trends are reshaping the jobs market and why AI is only one factor behind the challenges young workers are facing.

Kathryn Anne Edwards is a PhD economist and economic policy consultant. She writes a weekly column on the economy for Bloomberg and is the host of the Optimist Economy podcast.

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Ed Elson breaks down key takeaways from bank earnings with Saul Martinez, including how volatility from the war impacted results. Then, Ed explores Amazon’s acquisition of Starlink competitor Globalstar with Tim Farrar. Finally, Ed gives his take on Allbirds’ rebrand as an AI company.

Saul Martinez is the Head of US Financials Research at HSBC. Tim Farrar is the President of TMF Associates. 

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Following the violent attacks on Sam Altman, Bradley Tusk and Brian Merchant join Ed Elson to break down why AI is facing growing resistance. They explore the future of AI regulation, how politicians should position themselves in the debate, and whether rising tensions could lead to more disruption or violence.

Bradley Tusk is the founder and CEO of Tusk Ventures. Brian Merchant is a tech journalist and author of the Blood in the Machine Substack.

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Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement. 

Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer.

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Ed Elson and Josh Brown unpack how markets have responded to developments in Iran and explain why regular investors are in a better position to ride out the volatility than they think. They then explore Josh’s recent move into software stocks, highlighting opportunities in the sector. They also discuss why the Magnificent 7 is struggling while HALO stocks are gaining momentum right now, and take a look at the upcoming IPOs from SpaceX, Anthropic, and OpenAI.

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Ed Elson is joined by Mark Zandi to break down what the tenuous ceasefire in Iran means for the U.S. economy and investors. They discuss his forecast for inflation, what the Federal Reserve is likely to do next, and the probability of a recession.

Mark Zandi is the chief economist of Moody’s, a leading provider of economic research, data and analytical tools. He also hosts the Inside Economics podcast.

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Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market.

Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group.

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Ed Elson and Ian Bremmer break down Donald Trump’s latest threats toward Iran and what they mean for the state of geopolitics and global markets. Then, Ronan Farrow joins the show to discuss the findings from his 18-month investigation into OpenAI CEO Sam Altman. Finally, Ed shares his thoughts on Trump's escalating rhetoric on Iran.

Ian Bremer is the President and founder of Eurasia Group. Ronan Farrow is an investigative reporter and a contributing writer for The New Yorker.

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Ed Elson and Justin Wolfers break down the state of the U.S. economy, including the latest jobs report and how the Iran war is shaping the economic outlook. Then, Paul Kedrosky joins the show to unpack OpenAI and Anthropic’s financials, and where their AI IPO race stands. Finally, Ed shares what OpenAI’s acquisition of TBPN reveals about the future of media.

Justin Wolfers is a professor of public policy and economics at the University of Michigan. Paul Kedrosky is a Managing Partner at SK Ventures.

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Scott Galloway and Ed Elson break down the biggest unanswered questions in the stock market, from Iran and AI to risks in private credit, and what they mean for investors. They then dive into the SpaceX IPO, with Scott offering his prediction for where the stock could land by year-end. Finally, they unpack what went wrong at Nike and Allbirds, and what Nike needs to do to turn its business around.

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Ed Elson speaks with Shreya Murthy, CEO and co-founder of Partiful. They discuss how the company survived the pandemic, why pushing boundaries has been important for its growth, and what the path to monetization looks like.

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