Prof G Markets

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]

Paramount Goes Hostile With $108B Bid for Warner Bros.

Ed Elson is joined by James Kynge, Senior Research Fellow at Chatham House and co-host of China Decode, to break down China’s record trade surplus and what it means for the U.S. Then Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, joins to analyze Paramount’s hostile bid for Warner Bros. Discovery and how it stacks up against Netflix’s deal from an antitrust perspective. 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]

Netflix Wins the Warner Bros. Bidding War

Scott Galloway and Ed Elson break down Netflix’s acquisition of Warner Bros. Discovery and what it means for the future of streaming. They then turn to the potential Anthropic IPO, examining how the AI narrative has evolved over the past year. Finally, they discuss the Trump Account Program and what America should be doing to better support kids before they turn 18. Subscribe to the Prof G Markets newsletter [https://www.profgmarkets.com/subscribe]  Order "Notes on Being a Man [https://amzn.to/4nl4VKo]," out now Note: We may earn revenue from some of the links we provide. 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]