What to Do in the Wake of Trump’s Tariff Paus...

Daniel Yergin joins Ed Elson to discuss how the war in Iran has gripped global oil markets over the last couple months. They cover why the Strait of Hormuz has become more consequential in recent years, what’s next for energy prices and production, and who comes out of this confl ...  Show more

Ed Elson speaks with Alice Han about where the AI race between China and the U.S. stands today. She breaks down DeepSeek’s $50B valuation, where the U.S. still holds an edge, and how China’s chips really stack up to Nvidia’s. Finally, Ed explains why AI might be making us all dum ...  Show more

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see t ...  Show more

Josh Brown, co-founder and CEO of Ritholtz Wealth Management, fills in for Scott to talk about how the markets reacted to the Presidential debate. Then Josh and Ed discuss how Trump and Biden presidencies could impact investors and Josh breaks down why he isn’t concerned about Tr ...  Show more

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ...  Show more

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Another volatile day on Wall Street pushed the S&P 500 Index back to the brink of a bear market as the Trump administration doubled ...