Prof G Markets

Ed Elson is joined by Mark Zandi, Robert Armstrong, and Matthew Martin to break down how the war with Iran is moving markets, unpack the tail risks investors and Americans are ignoring, and discuss whether there is anywhere to hide as a safe haven trade.

Mark Zandi is the Chief Economist at Moody’s Analytics, Robert Armstrong is the U.S. financial commentator for the Financial Times, and Matthew Martin is Semafor's Saudi Arabia bureau chief. 

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Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors. 

Matt Smith is an oil analyst at Kpler. Alex Heath is the author of The Sources newsletter and co-host of the Access podcast. 

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Scott Galloway and Ed Elson unpack the Citrini Research piece that took down markets last week, and reveal where they see opportunity. Then they discuss Trump’s State of the Union and examine real data to figure out how the country is actually doing. Finally, they break down who the winners and losers are now that Netflix has dropped out of the bidding war for Warner Brothers Discovery. 

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Scott Galloway and Ed Elson are joined by Tarek Mansour to break down why prediction markets are surging in popularity, and whether they’re really any different from gambling. They also explore how the company polices insider trading, the real-world use cases for these markets, and how Kalshi is navigating regulation.

Tarek Mansour is the co-founder and chief executive officer of Kalshi. Tarek began his career as a quantitative trader at Goldman Sachs and as a global macro trader at Citadel. He went on to co-found Kalshi in 2018.

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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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