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

Fed Cuts Rates For First Time This Year & Win...

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Is Imperialism Good for Your Portfolio?

Robert Armstrong, U.S. financial commentator for the Financial Times, fills in for Scott. He and Ed break down Trump’s “Donroe Doctrine,” what it signals for markets, and how investors should navigate the shifting landscape. Then, they dig into why bank stocks surged last year an ...  Afficher plus

 . 1h 18min restantes
Why the AI Bubble Hasn’t Popped — ft. Josh Brown

Ed Elson is joined by Josh Brown, co-founder and CEO of Ritholtz, to unpack his biggest takeaways from markets in 2025 and what he expects in the year ahead. Josh also shares what he thinks will move markets in 2026, why he believes earnings growth will hold up, and why young inv ...  Afficher plus

 . 47min 56sec

Épisodes Recommandés

Prof G Markets: Tariffs Blocked by Court, U.S. Steel’s Golden Shares & Neuralink’s Funding Round
The Prof G Pod with Scott Galloway

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 ...  Afficher plus

 . 58min 40sec
Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
The Prof G Pod with Scott Galloway

Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expe ...  Afficher plus

 . 46min 44sec
Prof G Markets: Winners and Losers Under Trump’s Second Term
The Prof G Pod with Scott Galloway

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 ...  Afficher plus

 . 51min 9sec
Prof G Markets: Takeaways from the Second Debate + Does the US Need a Sovereign Wealth Fund?
The Prof G Pod with Scott Galloway

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 ...  Afficher plus

 . 50min 31sec