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Prof G Markets: The best episodes and moments

Prof G Markets is an investing and business show, hosted by Scott Galloway and Ed Elson, with a new episode every day.

42 moments cut from 21 episodes, mostly on markets & the economy and AI stocks & chips.

No. 11 of 29 business podcasts, No. 6 of 20 investing podcasts, No. 3 of 9 finance podcasts and No. 23 of 75 interview podcasts.

New episodes
Daily
Latest
Nov 9, 2026
Moments cut
42
Episodes cut
21

What its moments are about

  • Markets & the economy15
  • AI stocks & chips14
  • Data centers & energy10
  • Investing in AI6
  • AI business models4
  • Chips & GPUs4

The best Prof G Markets episodes

Ranked as our lists rank shows: a point for each best minute we cut from it and one more when an AI builder is talking, multiplied by how many people watched it on YouTube.

  1. 01
    Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

    Gil Luria and Michael GapenOct 29, 2026 · 3 moments

    Start with Microsoft limits AI spending to what its cash flow can support
  2. 02
    The Stock Market Is Already Pricing In A Democratic Sweep

    Nov 2, 2026 · 3 moments

    Start with Big Tech now depends on capital markets to fund its AI buildout
  3. 03
    SpaceX Raised $111B — It Already Needs More

    John Foley and Ronan FarrowOct 8, 2026 · 3 moments

    Start with SpaceX needs rapid data-center payback to fund its expansion
  4. 04
    The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

    Oct 26, 2026 · 3 moments

    Start with The merger shifts attention from Tesla’s weakening car business
  5. 05
    Ray Dalio: The World Order Has Unraveled

    Ray Dalio and Gil LuriaApr 30, 2026 · 3 moments

    Start with Diversification matters more than timing in a stagflationary cycle
  6. 06
    LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin | Prof G Markets

    Andrew Ross SorkinJan 16, 2025 · 3 moments

    Start with Private equity is stuck until firms can exit investments
  7. 07
    Steve Eisman: Here's What Anthropic Isn't Telling You

    Steve Eisman and Dan ChiolanOct 28, 2026 · 2 moments

    Start with Q3 numbers reveal Anthropic’s growth slowed after token maxing
  8. 08
    Prediction Markets vs. Gambling: Where’s the Line? | Prof G Markets

    Tarek MansourFeb 27, 2026 · 3 moments

    Start with Prediction markets can improve forecasts when trading is informed
  9. 09
    Anthropic's $800 Billion Problem Is Hiding In The Fine Print

    Paul Kedrosky and Robert ArmstrongOct 27, 2026 · 2 moments

    Start with Anthropic’s future compute costs dwarf its current losses
  10. 10
    Tom Lee: The Correction Is Over — Stocks Are About To Surge

    Tom Lee and Patrick McGeeNov 4, 2026 · 2 moments

    Start with Lee says AI differs from past bubbles while innovation continues

Best moments from Prof G Markets

From its most-watched episodes, best first. Each plays right here.

  1. Prof G Markets · · 3 min

    Q3 numbers reveal Anthropic’s growth slowed after token maxing

    “Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%. And the revenue divided by compute goes from 2.08 to 1.7.”
    Prof G Markets4:19

  2. Prof G Markets · · 4 min

    Enterprise AI adoption is real but harder to turn into ROI

    “I think the ROI right now is very mixed. I think there is heavy investment in this technology by enterprise, but a lot of this is experimental.”
    Prof G Markets56:49

  3. Prof G Markets · · 4 min

    SpaceX needs rapid data-center payback to fund its expansion

    “the CFO of SpaceX said quite recently that they can get payback on a data center investment in less than a year.”
    Prof G Markets4:36

  4. Prof G Markets · · 6 min

    Anthropic’s enterprise growth may not cover its funding needs

    “not having an investment credit rating just makes that process more expensive”
    Prof G Markets12:26

  5. Prof G Markets · · 4 min

    Microsoft limits AI spending to what its cash flow can support

    “The reason that's important is that that means they don't have to go to the capital markets, right?”
    Prof G Markets4:06

  6. Prof G Markets · · 8 min Pro pick

    The merger shifts attention from Tesla’s weakening car business

    “SpaceX revenue is up 161% with net income of $4.4 billion and a 60% EBITDA margin.”
    Prof G Markets8:09

The 24 guests we’ve cut

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