Ed Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime. Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork. Finally, Ed breaks down the evidence of insider trading on the Iran War this week. 

Ryan Petersen is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria is the Head of Technology Research at D.A. Davidson. 

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Ed Elson speaks with Justin Wolfers about the potential for deescalation in Iran and whether markets were right to rally on Trump’s word of negotiations. Then he discusses a slate of news out of OpenAI with Alex Heath following the company’s decision to refocus on its core business. Finally, Ed offers advice to investors amid the volatility of the war. 

Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. Alex Heath is the author of the Sources newsletter and co-host of the Access podcast.

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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 explore OpenAI’s shift away from “side quests,” with Scott offering a practical framework for deciding when a detour is worth pursuing, and when it’s a distraction. Finally, Scott outlines the top priorities for Disney’s new CEO, while Ed makes the case for why the company must start investing in the clip economy to stay competitive.

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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 risks in private credit, what he thinks could fundamentally change America, and what’s really going on in the bond market right now.

Ed Yardeni is the President of Yardeni Research, a provider of global investment strategies and asset-allocation analysis. 

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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 rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade.

Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter. 

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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 Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. 

Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast.

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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 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. 

Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest.

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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 capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next.

Support from the show comes from Hostinger: http://hostinger.com/profg20

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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 shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now.

Torsten Slok is Partner and Chief Economist at Apollo.

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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 Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran. 

Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets. 

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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, and where the economy could go from here. 

Katie Martin is a markets columnist and editorial board member at the Financial Times. Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. 

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