Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure

Prof G Markets: Is AI CapEx Out of Control? +...

Up next

Raging Moderates: Trump Pulls Back in Minneapolis as Democrats Turn Up Pressure on ICE

Scott Galloway and Jessica Tarlov dig into the political fallout from the killing of Alex Pretti and what it means for Democrats facing a high-stakes choice: use their leverage to rein in ICE, even if it risks a shutdown—or back down. They also unpack the GOP’s growing contradict ...  Show more

China Decode: Inside Xi’s Shocking Military Purge

In this episode of China Decode, Alice Han and James Kynge break down a seismic week in Beijing. China has effectively blown up the top of its military command, sidelining Xi Jinping’s most trusted lieutenant and raising questions about loyalty, readiness, and how secure Xi reall ...  Show more

Recommended Episodes

Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
Prof G Markets

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ...  Show more

Spotify’s First Year of Profitability + Is Google Losing its Edge?
Prof G Markets

Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could drive real impact in the industry, while Ed explains wh ...  Show more

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban
Prof G Markets

Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his take on what happened with Jimmy Kimmel, his thoughts on the TikTok deal, and how he believes AI will ultimately impact employment. H ...  Show more

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal
Prof G Markets

Ed breaks down the Fed’s interest rate decision with Robert Armstrong, U.S. financial commentator for the Financial Times. They dig into why the Fed cut rates yesterday and what that move means for the rest of the year. Then Ed and Scott discuss the details of the deal to keep Ti ...  Show more