Prof G Markets

Ed Elson speaks with Gil Luria about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. 

Gil Luria is the Head of Technology Research at DA Davidson. Alice Han is a Director at Greenmantle and Co-Host of the China Decode Podcast.

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Ed Elson speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. 

Miriam Gottfried is a reporter at The Wall Street Journal. Liz Hoffman is Semafor’s Business and Finance Editor, and host of Compound Interest.

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Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next.

Support from the show comes from Hostinger: http://hostinger.com/profg20

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Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now.

Torsten Slok is Partner and Chief Economist at Apollo.

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Ed Elson speaks with Mark Zandi about the February inflation report and how the Iran war will impact prices going forward. Then he discusses what Oracle’s earnings mean for the AI industry with Jackson Ader. Finally, Ed gives his take on why there’s a financial incentive for the strikes in Iran. 

Mark Zandi is the Chief Economist at Moody’s Analytics. Jackson Ader is the Managing Director of Software Equity Research at KeyBanc Capital Markets. 

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