Prof G Markets

Ed Elson speaks with Ray Dalio about where the world stands amid the Iran war, rising inflation, and climbing U.S. debt — and what investors should do about it. Then, he is joined by Gil Luria to discuss his takeaways from Amazon, Google, Microsoft and Meta earnings. Finally, Ed gives his take on why OpenAI is systemic to the stock market. 

Ray Dalio is the founder of Bridgewater Associates. Gil Luria is the head of technology research at D.A. Davidson. 

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Ed Elson speaks with Jigar Shah and Jon Parrella about whether the AI data-center buildout can really happen at the scale Big Tech and investors expect. They discuss why power is becoming the biggest bottleneck for AI, and propose solutions to ensure that America can build and manage the necessary power infrastructure.

Jigar Shah is the former director of the Loan Programs Office at the U.S. Department of Energy. Jon Parrella is the CEO of Terraflow Energy.

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Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI.

Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners. 

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Scott Galloway and Ed Elson discuss how the war in Iran has impacted prices and markets as the conflict passes the two month mark. They also break down what makes a great CEO in light of Tim Cook’s decision to step down from the helm of Apple. Finally, they explore why SpaceX is acquiring Cursor.

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Ed Elson and Scott Galloway are joined by Andrew Yang to explore how artificial intelligence will reshape the workforce. They break down the real impact AI is already having on jobs, discuss what the future of work could look like in an increasingly automated economy and outline practical policy solutions to mitigate large-scale job displacement.   

Andrew Yang is an entrepreneur, author, and founder of the Forward Party, best known for his 2020 presidential campaign where he brought universal basic income into the mainstream political conversation. He is also the CEO of Noble Mobile.

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