Predictions for 2025

Ed Elson and Scott Galloway are joined by Jim Chanos to discuss the biggest risks he sees in today's AI-driven market and the warning signs that remind him of the late stages of the dot-com bubble. He also breaks down the companies he's long and short on, explains why he's increa ...  Show more

Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant f ...  Show more

Scott discusses his predictions for the year ahead and reviews the ones he got right and wrong in 2021.  Scott also shares his thoughts on Apple’s big milestone of reaching a $3 trillion valuation.  Algebra of Happiness: stay in touch.  Learn more about your ad choices. Visit pod ...  Show more

Scott goes through what he got right vs. wrong in 2023 and then shares his predictions for 2024. Learn more about your ad choices. Visit podcastchoices.com/adchoices 

Scott and Ed discuss predictions for 2024 including Scott’s stock picks, OpenAI’s valuation, and the future of Youtube, Tiktok, Whatsapp, and GLP-1 drugs. They also discuss comments from the predictions livestream audience and address pushback on some of Scott’s takes. Finally, w ...  Show more

Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI's role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over dra ...  Show more