Prof G Markets

Ed Elson and Scott Galloway are joined by Tyler Cowen to discuss why he’s not concerned about a potential AI bubble, how AI is reshaping the labor market, and why he thinks the data center buildout is ultimately a good thing. They also discuss who stands to benefit most from AI, why cybersecurity is a growing concern, how he would grade the U.S. economy today, and what he sees as the biggest obstacle to AI’s continued growth.

Tyler Cowen is an economist, author, podcaster and chair of the Mercatus Center at George Mason University.

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Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his thoughts on why bond investors are fed up with the Trump administration.

John Mowrey is the Chief Investment Officer at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and host of the Sources podcast.

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Ed Elson is joined by Ian Bremmer to break down the latest attacks in Iran and why the markets are finally pricing in a longer war. Then, Jonathan Kanter joins the show to unpack the FTC’s new lawsuit against Amazon and give his take on Meta’s “big tobacco” moment. Finally, Ed shares his thoughts on Anthropic’s new deal with cloud company Lambda.

Ian Bremmer is the Founder and President of Eurasia Group. Jonathan Kanter is the former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.

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Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not it raises larger concerns for the industry. Finally, Ed shares his thoughts on the recent SaaS rally and what he thinks we can learn from it.

Robert Armstrong is the US financial commentator for the Financial Times and author of the Unhedged Newsletter. Deirdre Bosa is the founder of DB Live.

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Scott Galloway and Ed Elson discuss how Scott’s relationship with money has evolved over the course of his life. They unpack the exact moment that Scott became obsessed with money, how it became an addictive substance, and why he still has fears of going broke. He ends with advice on how to get through financial hardships.

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