The Trump Trade & The Vibecession — ft. Kyla ...

Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Health. Finally, Ed explains how he thinks the Iran war will impact inve ...  Show more

Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real data to figure out how the country is actually doing. Finally, they break down who ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing recent inflation data, Oracle’s earnings, Wall Street’s decision to curb working hours for young bankers, and Open AI’s newest model. Then Scott shares his reactions to the President debat ...  Show more

<span style="font-size: 12pt;">Episode Highlights:</span>

<span style="font-size: 12pt;">[00:00:00] - Intro and 4th of July Recap</span>

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This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ...  Show more

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dig into the latest big bank earnings and what they signal about the health of the U.S. consumer. Next, they explore the disconnect between potential economic warning signs and the market’s ...  Show more