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The Trillion-Dollar Cover-Up: What Washington Knew About Jensen Huang
2026-11-12 | 38 mins.Ed Elson is joined by Chris McGuire to unpack whether Nvidia violated US chip export rules, and why the U.S. government may have covered it up. Then, Ara Kharazian returns to break down new data on how much businesses spent on AI in October, whether enterprise AI spending is starting to plateau, and what he expects from Anthropic’s IPO.
Chris McGuire is a senior fellow for China and emerging technologies at the Council on Foreign Relations. Ara Kharazian is the Lead Economist at Ramp.
You can find more information about Ramp’s data here
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Learn more about your ad choices. Visit podcastchoices.com/adchoicesNvidia Has Lost $1.5 Trillion — Is The Worst Still To Come?
2026-11-11 | 34 mins.Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook on the economy. Finally, Ed shares his take on Anthropic’s new valuation.
Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. Gil Luria is the Head of Technology Research at D.A. Davidson.
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Learn more about your ad choices. Visit podcastchoices.com/adchoicesScandal At Nvidia: Is This The End For Jensen Huang?
2026-11-10 | 38 mins.Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to break down the massive volatility in the markets since the election, and also give his take on the scandal at Nvidia. Finally, Ed shares his take on the growing backlash against data centers.
Ashley Gold is Semafor’s senior tech policy reporter. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter.
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Learn more about your ad choices. Visit podcastchoices.com/adchoicesWhy Stocks Had Their Best Day Of The Year — Then Their Worst
2026-11-09 | 1h 14 mins.Scott Galloway and Ed Elson break down what the shift in Congressional power could mean for the markets and the economy. They discuss the market’s back-and-forth reaction to the election, what Democrats can realistically accomplish, why investors should pay attention to the backlash against data centers, and why a clear growth agenda will be critical.
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Learn more about your ad choices. Visit podcastchoices.com/adchoicesThe AI Boom Is Running Out Of Easy Money
2026-11-07 | 12 mins.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the music is starting to fade in the AI trade.
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About Prof G Markets
Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI.
Hosted by Scott Galloway and Ed Elson, we cut through the noise with no-BS analysis. Tune in to understand what's happening, why it matters, and how to stay ahead.
Fast takes. Clear insights. No jargon — just signal.
Have a question or comment for us? Reach out to markets@profgmedia.com.
Part of the Vox Media Podcast Network.
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