Prof G Markets

Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Union address with Ian Bremmer, and shares his thoughts on what Trump left out of the speech. 

Gil Luria is the Head of Technology Research at D.A. Davidson. Ian Bremmer is the Founder and President of Eurasia Group.

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Ed Elson breaks down why a new Substack post from Citrini Research sent software stocks into freefall with Josh Brown. They also discuss the rise of HALO stocks. Then, Ed is joined by Robert Armstrong to unpack warning signs in the private credit market from Blue Owl Capital. 

Josh Brown is the CEO at Ritholtz and host of The Compound & Friends podcast. Robert Armstrong is the US financial commentator for the Financial Times.

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Ed Elson breaks down Trump's new tariffs and unpacks where the refunds stand following the Supreme Court’s decision last week with Peter Harrell and Ryan Petersen. Then he shares his thoughts on what the legacy of the tariffs will be. 

Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Ryan Petersen is the CEO of supply chain management company Flexport. 

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Scott Galloway and Ed Elson unpack why boring stocks are winning this year and debate whether they’re truly as recession-proof as investors believe. They also debate the latest wave of proposed wealth taxes and whether they can actually address inequality. Finally, they examine why AI is quickly becoming one of the defining political issues of the decade.

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In this emergency episode Scott Galloway and Ed Elson break down the Supreme Court’s ruling against Trump’s tariffs, how markets reacted, and what it could signal about his next move.

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