Prof G Markets

Ed Elson and Scott Galloway are joined by Howard Marks to discuss whether the IPOs from SpaceX, Anthropic and OpenAI are legitimate investments or signs of irrational exuberance. They explore how investors should think about the enormous uncertainty of AI, where opportunities still exist in an increasingly expensive market, and whether fears about private credit are overblown or warranted. 

Howard Marks is the co-founder and co-chairman of Oaktree Capital Management.

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Ed Elson is joined by Gil Luria to discuss what the blockbuster SpaceX IPO means for markets. Then, Mark Zandi breaks down the hottest inflation print in three years. Later, Alex Heath unpacks the biggest announcements from Apple's WWDC and why investors were underwhelmed. Finally, Ed shares his final message to listeners ahead of the SpaceX IPO. 

Gil Luria is the Head of Technology Research at D.A. Davidson. Mark Zandi is the Chief Economist at Moody’s Analytics. Alex Heath is the author of the sources newsletter and co-host of the Access podcast.

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Ed Elson is joined by Rachel Karten and Allison Schrager to explore how influencers became the dominant force in the consumer economy. They discuss why young people are so interested in viral products, how social media is accelerating “winner-take-all" dynamics, and whether going viral is a sustainable growth strategy for businesses. 

Rachel Karten is the author of the Link in Bio newsletter. Allison Schrager is a senior fellow at the Manhattan Institute and columnist for Bloomberg. 

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Ed Elson is joined by Justin Wolfers to break down the strong May jobs report and why it sent stocks tumbling. Then, John Foley joins the show to unpack what fresh equity supply means for markets, from Google’s latest offering to the wave of anticipated IPOs. Finally, Ed shares his thesis on whether we’re reaching a top.

Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. John Foley is the head of the Lex Column at the Financial Times.

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Scott Galloway and Ed Elson break down Google’s $85 billion equity offering and explain why they see it as a smart strategic move. They share their predictions for SpaceX, Anthropic and OpenAI’s IPOs, and break down what could happen if the offerings flood the market with $400 billion. Then, they examine why fast-food franchises are struggling and debate whether the franchise model itself is part of the problem. Finally, Scott and Ed reflect on the biggest lessons and surprises from the first-ever Prof G Markets tour.

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