• 1 hour 1 minute
    How To Actually Regulate AI — ft. Alex Bores

    Ed Elson and Scott Galloway are joined by Alex Bores to discuss what the path toward AI regulation could look like and the specific actions he believes are needed to reduce the potential catastrophic risks posed by AI. He also explains who should be held accountable, explores the role of third-party audits in regulating AI, addresses the data center concerns he believes policymakers should prioritize, and weighs in on which states are taking the right approach to AI regulation.

    Alex Bores is the co-founder of Who Decides, a new organization working to give the public a voice in how AI develops and build a shared Democratic approach to the technology.

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    25 September 2026, 8:15 am
  • 32 minutes 42 seconds
    Bonds Are Going Haywire Again — Howard Marks Explains Why

    Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN General Assembly so far and where the relationship between the U.S. and Iran stands. Finally, Ed gives his take on an AI data center provider delaying its IPO.

    Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Daniel Baer is the former U.S. Ambassador to the Organization for Security and Cooperation in Europe and the Interim President of the Carnegie Endowment for International Peace.

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    24 September 2026, 2:47 pm
  • 31 minutes 50 seconds
    Oil Expert: We Can’t Predict Iran Anymore

    Ed Elson is joined by Matt Smith to break down how Trump’s latest threats are driving oil prices and where he thinks they’re headed next. Then, Jonathan Cohen returns to discuss the state of the sports betting market and what the regulatory landscape could look like going forward. Finally, Ed explains why he thinks the AI debate is the dumbest conversation of the year.

    Matt Smith is the Director of Commodity Research at Kpler. 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. 

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    23 September 2026, 8:15 am
  • 29 minutes 53 seconds
    David Ellison’s Media Takeover Just Got Greenlit

    Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to buy a house right now. Finally, Ed shares his thoughts on Amazon’s decision to ban Meta’s new AI agent, Muse.

    Rohan Goswami is a business reporter at Semafor. Conor Sen is the founder and CEO of Peachtree Creek Investments and author of the Housing Frame substack.

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    22 September 2026, 8:15 am
  • 1 hour 3 minutes
    How Meta Could Quietly Win The AI Race

    Scott Galloway and Ed Elson discuss why the Federal Reserve raised interest rates and why they think Kevin Warsh made the right call. Then, they break down Meta’s new AI product and why they see it as a smart move for the company. Finally, they examine what Canada becoming an associate member of the European Union could mean for the United States.

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    21 September 2026, 8:23 am
  • 1 hour 6 minutes
    He Warned AI Could Destroy Us. Now The Industry Is Listening — ft. Nick Bostrom

    Ed Elson is joined by Nick Bostrom to discuss the existential risks of AI. Bostrom explains why he believes the concerns raised by AI researchers are genuine and how he assesses the probability of catastrophic outcomes. He also shares his thoughts on the rapid advancement of AI capabilities, what a world with superintelligence could look like, and some of the best-and worst-case scenarios for the future of the technology.

    Nick Bostrom is an AI philosopher and best-selling author of Superintelligence and Deep Utopia.

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    18 September 2026, 8:15 am
  • 35 minutes 55 seconds
    Fed Hikes Rates For First Time In 3 Years — Here’s Why It Matters

    Ed Elson is joined by Robert Armstrong to break down the Fed’s decision to raise interest rates and what a high rate environment means for the markets. Then, Alice Han returns to break down how China has responded to the AI apocalypse fears in the U.S. Finally, Ed shares his thoughts on the news that the EU invited Canada to become its first associate member.

    Robert Armstrong is the author of the Unhedged Newsletter and US financial commentator for the Financial Times. Alice Han is a Director at Greenmantle.

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    17 September 2026, 8:15 am
  • 38 minutes 31 seconds
    AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

    Ed Elson is joined by Ed Zitron to give his take on the AI safety debate and explain why this story has attracted so much attention. Then, Mark Zandi returns to break down what’s driving treasury yields higher and whether or not a rate hike is the right decision. Finally, Ed shares his thoughts on the news that the average 30-year mortgage rate rose above 7% for the first time in 15 months.

    Ed Zitron is the host of Better Offline and author of the newsletter Where's Your Ed At. Mark Zandi is the Chief Economist at Moody’s Analytics. 

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    16 September 2026, 8:15 am
  • 28 minutes 26 seconds
    Why OpenAI And Anthropic Are Pumping The Brakes

    Ed Elson is joined by Charlie O'Neill to break down how OpenAI and Anthropic responded to mass extinction concerns and where regulation might go from here. Ed also shares his thoughts on Anthropic's reported second-straight quarter of profitability. 

    Charlie O'Neill is the Co-Head of Model Training at Baseten.

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    15 September 2026, 8:15 am
  • 1 hour 12 minutes
    The Rate Hikes Are Coming

    Scott Galloway and Ed Elson assess the U.S. macroeconomic picture and whether they think Kevin Warsh will raise interest rates in response. Ed also explains why he believes we need to start reckoning with the possibility of “forever inflation.” Then, they run through some of the biggest recent AI headlines, including a viral post warning about the existential risks of AI. Finally, they discuss the iPhone Duo and what’s next for Apple as John Ternus takes over from Tim Cook.

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    14 September 2026, 8:15 am
  • 1 hour 7 minutes
    Why The Bond Market Is Starting To Revolt — ft. Katie Martin

    Ed Elson and Scott Galloway are joined by Katie Martin to discuss why bond markets are flashing warning signs and what’s driving the global debt selloff. They also break down how AI spending, Fed policy, and government borrowing are reshaping markets.

    Katie Martin is the markets columnist and editorial board member at the Financial Times.

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    11 September 2026, 8:15 am
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