The 2025 Rally: Real Strength or Market Mirag...

Ed Elson is joined by Steve Feldstein to break down why countries are pouring so much money into defense and what that says about the future stability of the world. Then, Zed Francis joins the show to break down why chip stocks are selling off despite strong earnings from Samsung ...  Show more

Ed Elson is joined by Michael Green to break down the impact of SpaceX’s early entry into the Nasdaq 100 and what it means for the future of passive investing. Then, Kathryn Anne Edwards joins the show to break down the June jobs report and why she thinks wage growth is the most ...  Show more

This week on Prof G Markets, Scott reflects on a year in markets defined by the war in Ukraine, inflation, and the decline of risk capital. He shares his main takeaways from 2022 as well as what he hopes investors learned from the year. Music: https://www.davidcuttermusic.com / @ ...  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

This week on Prof G Markets, Scott reflects on Tesla’s latest earnings, semi-truck deliveries, and price cuts. He then offers his thoughts on the ugly side of share repurchasing programs, and explains why this will be the year of the activist investor.  Music: https://www.davidcu ...  Show more

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Lea ...  Show more