Prof G Markets

Scott Galloway and Ed Elson are joined by Professor Aswath Damodaran. They discuss the unraveling global order, unpack the “catastrophic risks” that are on his radar, and get his take on the software selloff. Plus, he breaks down whether he would prefer Anthropic or OpenAI in his portfolio. 

Aswath Damodaran is the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business. You can read his research on Musings on Markets.

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Ed Elson breaks down the latest AI launches from Chinese companies with Alice Han, co-host of the China Decode podcast. Then, he discusses why Sweden is considering switching to the Euro and what that means for the dollar with Robin Brooks, Senior Fellow at the Brookings Institution and former Chief FX Strategist at Goldman Sachs. Finally, Ed examines what the Pentagon’s war with Anthropic tells us about where we are in this AI moment. 

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Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the news that the Pentagon is considering cutting its contract with Anthropic. Finally, Ed explains why it seems like everyone under 30 is now a founder. 

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Ed Elson breaks down why the January inflation data is not what it seems with Mark Zandi, Chief Economist at Moody’s Analytics. Then, Ed is joined by Liz Hoffman, business and finance editor at Semafor, to unpack why the DOJ’s top antitrust enforcer was fired. Finally, Ed makes the case that Amazon should disclose how much of Anthropic it really owns. 

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Ed Elson and Scott Galloway are joined by Eswar Prasad, Professor of trade policy and economics at Cornell University, former chief of the Financial Studies Division of the International Monetary Fund, and author of the new book, “The Doom Loop.” They unpack why he believes the global economic order is unraveling, when the U.S. deficit could become a full-blown crisis, and what’s really happening in the housing market.  Plus, he explains what he thinks America needs to do to get back on track. 

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