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Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed
2026-10-16 | 54 mins.Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers, why overbuilding remains a recurring problem, the warning signs he sees in today’s AI boom, what AI executives should learn from the past, and where he thinks we are in the cycle today.
Liaquat Ahamed is a financial historian, with degrees in economics from both Harvard and Cambridge universities and over two decades of professional experience as an investment manager. His new book, 1873: The Rothschilds, the First Great Depression and the Making of the Modern World is available now.
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2026-10-15 | 33 mins.Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what recent consumer spending data reveals about the state of the economy. Finally, Ed shares his take on a report that CFTC investigators were ordered to halt their analysis of potential insider trading involving the President.
Paul Kedrosky is a Managing Partner at SK Ventures. Mark Zandi is the Chief Economist at Moody’s Analytics.
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Learn more about your ad choices. Visit podcastchoices.com/adchoicesElon Musk Spent $366M On The Midterms — Will It Work?
2026-10-14 | 36 mins.Ed Elson is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out. Then, Gil Luria joins to unpack the sell-off in chip stocks and what he makes of valuations in the sector. Finally, Ed shares his take on Kimberly Guilfoyle’s resignation.
Bradley Tusk is a venture capitalist, political strategist, and writer. 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/adchoicesHas Nvidia Become Too Big To Fail?
2026-10-13 | 23 mins.Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin.
Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group from Wells Fargo Advisors.
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Learn more about your ad choices. Visit podcastchoices.com/adchoicesHow Fraud Became A Winning Strategy
2026-10-10 | 12 mins.In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks the rise of fraud, tracing its impact from Manchester City to the startup world, all the way to the President of the United States.
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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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