Global Pushback on Tariffs + Can the FTC Beat...

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

Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed discuss the trade court’s ruling that Trump lacked the authority to impose most tariffs, Trump Media’s plan to buy bitcoin and Nvidia’s first quarter earnings. Then they discuss Nippon Steel’s acquisition of U.S. Steel, a ...  Show more

Scott and Ed discuss Trump’s new trade framework with the U.K., the Federal Reserve’s latest decision, and the Melania coin grift. Then they take a look at Apple’s potential move to replace Google as Safari’s default search engine, unpacking the ripple effects on Google’s stock. ...  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

Scott and Jessica unpack the recent court rulings on the legality of Trump’s emergency tariff powers, and look ahead to the possible changes coming to the big, beautiful budget reconciliation bill in the Senate. Plus, they discuss the administration’s ongoing fight with elite uni ...  Show more