Ed Elson speaks with Jonathan Cohen about the massive wagers in prediction markets on the war with Iran. Then he discusses Anduril’s funding round and why a new wave of defense tech startups are shaking up the defense sector with Dan Primack. Finally, Ed gives his take on why defense might become the next investing trend. 

Jonathan Cohen is the Policy Lead at the Institute for Boys and Men and author of Losing Big: America’s Reckless Bet on Sports Gambling. Dan Primack is the business editor at Axios and author of the Pro Rata newsletter. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram
Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks investors and Americans are ignoring, and discuss whether there is anywhere to hide as a safe haven trade.

Mark Zandi is the Chief Economist at Moody’s Analytics, Robert Armstrong is the U.S. financial commentator for the Financial Times, and Matthew Martin is Semafor's Saudi Arabia bureau chief. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram
Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors. 

Matt Smith is an oil analyst at Kpler. Alex Heath is the author of The Sources newsletter and co-host of the Access podcast. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram
Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real data to figure out how the country is actually doing. Finally, they break down who the winners and losers are now that Netflix has dropped out of the bidding war for Warner Brothers Discovery. 

Subscribe to the Prof G Markets newsletter 

Order "Notes on Being a Man," out now

Note: We may earn revenue from some of the links we provide.

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgmarkets

Follow Scott on Instagram

Follow Ed on Instagram, X and Substack

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson are joined by Tarek Mansour to break down why prediction markets are surging in popularity, and whether they’re really any different from gambling. They also explore how the company polices insider trading, the real-world use cases for these markets, and how Kalshi is navigating regulation.

Tarek Mansour is the co-founder and chief executive officer of Kalshi. Tarek began his career as a quantitative trader at Goldman Sachs and as a global macro trader at Citadel. He went on to co-found Kalshi in 2018.

Resist and Unsubscribe

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Union address with Ian Bremmer, and shares his thoughts on what Trump left out of the speech. 

Gil Luria is the Head of Technology Research at D.A. Davidson. Ian Bremmer is the Founder and President of Eurasia Group.

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. 

Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and Ryan Petersen. Then he shares his thoughts on what the legacy of the tariffs will be. 

Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Ryan Petersen is the CEO of supply chain management company Flexport. 

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram
Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe. They also debate the latest wave of proposed wealth taxes and whether they can actually address inequality. Finally, they examine why AI is quickly becoming one of the defining political issues of the decade.

Subscribe to the Prof G Markets newsletter 

Order "Notes on Being a Man," out now

Note: We may earn revenue from some of the links we provide.

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgmarkets

Follow Scott on Instagram

Follow Ed on Instagram, X and Substack

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what it could signal about his next move.

Subscribe to the Prof G Markets newsletter 

Order "Notes on Being a Man," out now

Note: We may earn revenue from some of the links we provide.

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgmarkets

Follow Scott on Instagram

Follow Ed on Instagram, X and Substack

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software selloff. Plus, he breaks down whether he would prefer Anthropic or OpenAI in his portfolio. 

Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on Musings on Markets.

Resist and Unsubscribe

Check out our latest Prof G Markets newsletter

Follow Prof G Markets on Instagram

Follow Ed on Instagram, X and Substack

Follow Scott on Instagram

Send us your questions or comments by emailing [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices