# Prof G MarketsThe best episodes and moments

Markdown copy of https://realalpha.app/shows/prof-g-markets/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

[Best AI podcasts](https://realalpha.app/best/ai-podcasts/)

Investing and business

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](https://realalpha.app/best/business-podcasts/#prof-g-markets), [No. 6 of 20 investing podcasts](https://realalpha.app/best/investing-podcasts/#prof-g-markets), [No. 3 of 9 finance podcasts](https://realalpha.app/best/finance-podcasts/#prof-g-markets) and [No. 23 of 75 interview podcasts](https://realalpha.app/best/interview-podcasts/#prof-g-markets).

- [Scott Galloway](https://realalpha.app/hosts/)
- [Ed Elson](https://realalpha.app/hosts/)

**New episodes**

Daily

**Latest**

Nov 9, 2026

**Moments cut**

42

**Episodes cut**

21

What its moments are about

- Markets & the economy 15
- AI stocks & chips 14
- Data centers & energy 10
- Investing in AI 6
- AI business models 4
- Chips & GPUs 4

## 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](https://realalpha.app/v/hlS_LWOZsNU/)
   Gil Luria and Michael Gapen Oct 29, 2026 · 3 moments
   [Start with Microsoft limits AI spending to what its cash flow can support](https://realalpha.app/s/microsoft-limits-ai-spending-to-what-its-cash-flow-can/)
2. 02
   [The Stock Market Is Already Pricing In A Democratic Sweep](https://realalpha.app/v/zvYLy3WrK2c/)
   Nov 2, 2026 · 3 moments
   [Start with Big Tech now depends on capital markets to fund its AI buildout](https://realalpha.app/s/big-tech-now-depends-on-capital-markets-to-fund-its-ai/)
3. 03
   [SpaceX Raised $111B — It Already Needs More](https://realalpha.app/v/9SAgLMahZm4/)
   John Foley and Ronan Farrow Oct 8, 2026 · 3 moments
   [Start with SpaceX needs rapid data-center payback to fund its expansion](https://realalpha.app/s/spacex-needs-rapid-data-center-payback-to-fund-its-expansion/)
4. 04
   [The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX](https://realalpha.app/v/sxlPYNAERL4/)
   Oct 26, 2026 · 3 moments
   [Start with The merger shifts attention from Tesla’s weakening car business](https://realalpha.app/s/the-merger-shifts-attention-from-teslas-weakening-car/)
5. 05
   [Ray Dalio: The World Order Has Unraveled](https://realalpha.app/v/SLigyc-6qKY/)
   Ray Dalio and Gil Luria Apr 30, 2026 · 3 moments
   [Start with Diversification matters more than timing in a stagflationary cycle](https://realalpha.app/s/diversification-matters-more-than-timing-in-a-stagflationary/)
6. 06
   [LA Fires, Trump Trades, TikTok, and Legacy Media’s Fate — ft. Andrew Ross Sorkin | Prof G Markets](https://realalpha.app/v/t3WiXCtS-9A/)
   Andrew Ross Sorkin Jan 16, 2025 · 3 moments
   [Start with Private equity is stuck until firms can exit investments](https://realalpha.app/s/private-equity-is-stuck-until-firms-can-exit-investments/)
7. 07
   [Steve Eisman: Here's What Anthropic Isn't Telling You](https://realalpha.app/v/8uoSVG3P6z0/)
   Steve Eisman and Dan Chiolan Oct 28, 2026 · 2 moments
   [Start with Q3 numbers reveal Anthropic’s growth slowed after token maxing](https://realalpha.app/s/q3-numbers-reveal-anthropics-growth-slowed-after-token/)
8. 08
   [Prediction Markets vs. Gambling: Where’s the Line? | Prof G Markets](https://realalpha.app/v/J31lDCBRZgg/)
   Tarek Mansour Feb 27, 2026 · 3 moments
   [Start with Prediction markets can improve forecasts when trading is informed](https://realalpha.app/s/prediction-markets-can-improve-forecasts-when-trading-is/)
9. 09
   [Anthropic's $800 Billion Problem Is Hiding In The Fine Print](https://realalpha.app/v/ilkjZXwb8dU/)
   Paul Kedrosky and Robert Armstrong Oct 27, 2026 · 2 moments
   [Start with Anthropic’s future compute costs dwarf its current losses](https://realalpha.app/s/anthropics-future-compute-costs-dwarf-its-current-losses/)
10. 10
    [Tom Lee: The Correction Is Over — Stocks Are About To Surge](https://realalpha.app/v/fbLTiHQKlOc/)
    Tom Lee and Patrick McGee Nov 4, 2026 · 2 moments
    [Start with Lee says AI differs from past bubbles while innovation continues](https://realalpha.app/s/lee-says-ai-differs-from-past-bubbles-while-innovation/)

## Best moments from Prof G Markets

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

1. Prof G Markets · Oct 28, 2026 · 3 min
   **[Q3 numbers reveal Anthropic’s growth slowed after token maxing](https://realalpha.app/s/q3-numbers-reveal-anthropics-growth-slowed-after-token/)**
   > “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 Markets [4:19](https://realalpha.app/v/8uoSVG3P6z0/#t=259)
2. Prof G Markets · Oct 9, 2026 · 4 min
   **[Enterprise AI adoption is real but harder to turn into ROI](https://realalpha.app/s/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 Markets [56:49](https://realalpha.app/v/WuIITyh_Q4g/#t=3409)
3. Prof G Markets · Oct 8, 2026 · 4 min
   **[SpaceX needs rapid data-center payback to fund its expansion](https://realalpha.app/s/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 Markets [4:36](https://realalpha.app/v/9SAgLMahZm4/#t=276)
4. Prof G Markets · Nov 3, 2026 · 6 min
   **[Anthropic’s enterprise growth may not cover its funding needs](https://realalpha.app/s/anthropics-enterprise-growth-may-not-cover-its-funding-needs/)**
   > “not having an investment credit rating just makes that process more expensive”
   Prof G Markets [12:26](https://realalpha.app/v/MmLmUeWlrZo/#t=746)
5. Prof G Markets · Oct 29, 2026 · 4 min
   **[Microsoft limits AI spending to what its cash flow can support](https://realalpha.app/s/microsoft-limits-ai-spending-to-what-its-cash-flow-can/)**
   > “The reason that's important is that that means they don't have to go to the capital markets, right?”
   Prof G Markets [4:06](https://realalpha.app/v/hlS_LWOZsNU/#t=246)
6. Prof G Markets · Oct 26, 2026 · 8 min
   **[The merger shifts attention from Tesla’s weakening car business](https://realalpha.app/s/the-merger-shifts-attention-from-teslas-weakening-car/)**
   > “SpaceX revenue is up 161% with net income of $4.4 billion and a 60% EBITDA margin.”
   Prof G Markets [8:09](https://realalpha.app/v/sxlPYNAERL4/#t=489)

## The 24 guests we’ve cut

- [Gil Luria](https://realalpha.app/people/gil-luria/) 8 moments
- [John Foley](https://realalpha.app/people/john-foley/) 6 moments
- [Tarek Mansour](https://realalpha.app/people/tarek-mansour/) Co-founder & CEO, Kalshi 5 moments
- [Ray Dalio](https://realalpha.app/people/ray-dalio/) Founder & CIO mentor, Bridgewater Associates 4 moments
- [Andrew Ross Sorkin](https://realalpha.app/people/andrew-ross-sorkin/) Co-anchor & columnist, CNBC & The New York Times 4 moments
- [Tom Lee](https://realalpha.app/people/tom-lee/) 3 moments
- [Michael Gapen](https://realalpha.app/people/michael-gapen/) 3 moments
- [Robert Armstrong](https://realalpha.app/people/robert-armstrong/) 3 moments
- [Owen Zidar](https://realalpha.app/people/owen-zidar/) 3 moments
- [Paul Krugman](https://realalpha.app/people/paul-krugman/) 3 moments
- [Harley Finkelstein](https://realalpha.app/people/harley-finkelstein/) President, Shopify 3 moments
- [Lyn Alden](https://realalpha.app/people/lyn-alden/) Founder, Lyn Alden Investment Strategy 3 moments
- [Catherine Rampell](https://realalpha.app/people/catherine-rampell/) 2 moments
- [Steve Eisman](https://realalpha.app/people/steve-eisman/) 2 moments
- [Dan Chiolan](https://realalpha.app/people/dan-chiolan/) Research associate, Prof G Media 2 moments
- [Paul Kedrosky](https://realalpha.app/people/paul-kedrosky/) General partner, SK Ventures 2 moments
- [Eric Zwick](https://realalpha.app/people/eric-zwick/) Joel F. Gemunder Professor of economics and finance, University of Chicago Booth School of Business 2 moments
- [Neera Tanden](https://realalpha.app/people/neera-tanden/) President & CEO, Center for American Progress 2 moments
- [Alex Bores](https://realalpha.app/people/alex-bores/) Assemblymember & Co-founder and board president, New York State Assembly & Who Decides 1 moment
- [Cal Newport](https://realalpha.app/people/cal-newport/) Professor of computer science, Georgetown University 1 moment
- [Ian Bremmer](https://realalpha.app/people/ian-bremmer/) Founder & president, Eurasia Group 1 moment
- [Jessica Tarlov](https://realalpha.app/people/jessica-tarlov/) Contributor & co-host of The Five, Fox News 1 moment
- [Morgan Housel](https://realalpha.app/people/morgan-housel/) Partner, Collaborative Fund 1 moment
- Ronan Farrow 1 moment

## Recent episodes

- Prof G Markets
  **[Why Stocks Are Surging After A Historic Democratic Sweep](https://realalpha.app/v/BsBA9a7Yk20/)**
  Catherine Rampell & Alex Bores
  [30:28](https://realalpha.app/v/BsBA9a7Yk20/#t=1828) of 39:31 · Nov 5
- Prof G Markets
  **[Tom Lee: The Correction Is Over — Stocks Are About To Surge](https://realalpha.app/v/fbLTiHQKlOc/)**
  Tom Lee & Patrick McGee
  [5:27](https://realalpha.app/v/fbLTiHQKlOc/#t=327) of 34:49 · Nov 4
- Prof G Markets
  **[Anthropic's Q3 Results Are In — The Costs Are Exploding](https://realalpha.app/v/MmLmUeWlrZo/)**
  John Foley, Deirdre Bosa & 1 more
  [7:01](https://realalpha.app/v/MmLmUeWlrZo/#t=421) of 36:57 · Nov 3
- Prof G Markets · Scott Galloway, Ed Elson
  **[The Stock Market Is Already Pricing In A Democratic Sweep](https://realalpha.app/v/zvYLy3WrK2c/)**
  [32:58](https://realalpha.app/v/zvYLy3WrK2c/#t=1978) of 1:17:40 · Nov 2
- Prof G Markets
  **[Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech](https://realalpha.app/v/hlS_LWOZsNU/)**
  Gil Luria & Michael Gapen
  [3:06](https://realalpha.app/v/hlS_LWOZsNU/#t=186) of 34:53 · Oct 29
- Prof G Markets
  **[Steve Eisman: Here's What Anthropic Isn't Telling You](https://realalpha.app/v/8uoSVG3P6z0/)**
  Steve Eisman & Dan Chiolan
  [2:15](https://realalpha.app/v/8uoSVG3P6z0/#t=135) of 33:04 · Oct 28

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