Prof G Markets

Ed Elson speaks with Anthony Scaramucci about the surge in insider trades tied to Trump’s Truth Social posts on the Iran war. They discuss how widespread the corruption may be and whether it could carry political consequences. Then, Steve Eisman returns to the show to break down the deepening cracks in the private credit market. Finally, Ed examines the pattern of insider trading allegations throughout Trump’s second term, and what, if anything, can be done to rein it in.

Anthony Scaramucci is the founder and managing partner of SkyBridge Capital. Steve Eisman is the Host of the Real Eisman Playbook.

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Ed Elson speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime. Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork. Finally, Ed breaks down the evidence of insider trading on the Iran War this week. 

Ryan Petersen is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria is the Head of Technology Research at D.A. Davidson. 

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Ed Elson speaks with Justin Wolfers about the potential for deescalation in Iran and whether markets were right to rally on Trump’s word of negotiations. Then he discusses a slate of news out of OpenAI with Alex Heath following the company’s decision to refocus on its core business. Finally, Ed offers advice to investors amid the volatility of the war. 

Justin Wolfers is a Professor of Economics and Public Policy at the University of Michigan. 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 how the war is driving up prices across the U.S. and why they believe a recession is a real possibility. They then explore OpenAI’s shift away from “side quests,” with Scott offering a practical framework for deciding when a detour is worth pursuing, and when it’s a distraction. Finally, Scott outlines the top priorities for Disney’s new CEO, while Ed makes the case for why the company must start investing in the clip economy to stay competitive.

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Ed Elson and Scott Galloway are joined by Ed Yardeni to discuss why he recently raised the odds of a recession this year. He also weighs in on the risks in private credit, what he thinks could fundamentally change America, and what’s really going on in the bond market right now.

Ed Yardeni is the President of Yardeni Research, a provider of global investment strategies and asset-allocation analysis. 

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