Prof G Markets

Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how investors are navigating another Trump TACO. She also weighs in on turbulence in the Japanese bond market, the state of the AI bubble, and where investors should be focusing their attention right now.

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Ed Elson speaks with Michael Gapen, Chief U.S. Economist at Morgan Stanley, about the Fed’s path forward and the dollar’s decline. Then Ed breaks down Meta and Microsoft’s earnings with Gil Luria, Head of Technology Research at DA Davidson. Finally, Ed lays out his investment thesis for his latest stock pick: Adobe. 

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Ed Elson speaks with Liz Hoffman, Business and Finance Editor at Semafor, about the implications of the free trade deal between India and the EU. Then, he’s joined by Michael Ha, Senior Research Analyst at Baird, to break down the healthcare stock selloff and why it matters for consumers. Finally, Ed shares his takeaways from a new essay on AI from Dario Amodei, CEO of Anthropic.

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Ed Elson speaks with Robert Armstrong, author of the Unhedged Newsletter, about how the markets reacted to Trump’s Greenland TACO, why gold hit a new milestone, and the frontrunner for the next Fed chair. Then, Ed is joined by Reed Albergotti, technology editor at Semafor, to discuss the terms of the finalized TikTok deal. Finally, Ed shares his take on how investors should really be thinking about gold. 

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Scott Galloway and Ed Elson break down the key takeaways from Davos, with Scott sharing what it was like on the ground. Ed highlights the speeches that stood out most, while Scott describes the mood among political leaders and CEOs. They also debate how they think Europe may respond to President Trump’s remarks.

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