Prof G Markets

Why Oracle is Crashing Right Now

Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO.  Check out our latest Prof G Markets newsletter [https://www.profgmarkets.com/p/is-this-the-most-hated-bull-market-in-history?utm_content=curious_button] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

What’s the Right Investment Strategy for 2026?

Scott Galloway and Ed Elson synthesize the wide range of views guests have shared on what 2026 could hold, and lay out how they’re thinking about investment strategies for the year ahead. They then turn to the escalating battle for Warner Bros. Discovery, explaining why the showdown between Paramount and Netflix may just be getting started. Subscribe to the Prof G Markets newsletter [https://www.profgmarkets.com/subscribe]  Order "Notes on Being a Man [https://amzn.to/4nl4VKo]," out now Subscribe to No Mercy / No Malice [https://www.profgalloway.com/] Follow the podcast across socials @profgmarkets Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

The Bull Case for 2026 — ft. Tom Lee

Ed Elson and Scott Galloway are joined by Tom Lee, co-founder, managing partner, and head of research at Fundstrat Global Advisors, to break down why he’s so bullish on 2026. He also shares his outlook on Bitcoin, explains how his company is leveraging AI, and highlights the sectors he thinks are currently undervalued.  Visit fundstrat.com/tom [http://fundstrat.com/tom] for complimentary access to Tom Lee's Fundstrat research.  Check out our latest Prof G Markets newsletter [https://www.profgmarkets.com/p/how-important-is-money-to-being-a-man?utm_content=curious_button] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

What the Fed’s Third Rate Cut Means for 2026

Ed Elson discusses the Federal Reserve’s third interest rate cut with Mark Zandi, Chief Economist at Moody’s Analytics, unpacking what’s in store for the economy. Then, Scott Galloway shares his perspective on the SpaceX IPO. Finally, Ed highlights why MacKenzie Scott’s latest philanthropic efforts deserve more attention. Check out our latest Prof G Markets newsletter [https://www.profgmarkets.com/p/netflix-just-bought-hollywood?utm_content=curious_button] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]

Did the U.S. Just Hand its AI Edge to China?

Ed Elson unpacks the news that the U.S. is allowing Nvidia’s advanced H200 chip sales to China with Chris McGuire, Senior Fellow for China and Emerging Technologies at the Council on Foreign Relations. Then, Alex Heath, author of the Sources newsletter and co-host of the Access podcast, joins to explore Google’s new smart glasses and their implications for the wearables market. Finally, Ed breaks down what a new report on OnlyFans reveals about the loneliness problem in America.  Subscribe to the Access podcast on YouTube [https://www.youtube.com/@accesspod] Check out our latest Prof G Markets newsletter [https://www.profgmarkets.com/p/netflix-just-bought-hollywood?utm_content=curious_button] Follow Prof G Markets on Instagram [https://www.instagram.com/profgmarkets/?hl=en] Follow Ed on Instagram [https://www.instagram.com/ed_elson_/] and X [https://x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor] Follow Scott on Instagram [https://www.instagram.com/profgalloway/?hl=en] Learn more about your ad choices. Visit podcastchoices.com/adchoices [https://podcastchoices.com/adchoices]