Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by @profgalloway and @edels0n
Joined March 2021
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Why Elon Might Merge Tesla And SpaceX
Ed Elson (@edels0n) is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge.
Then, Mark Mahaney returns to break down Meta’s earnings.
Finally, Ed explains why he’s bearish on Netflix.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Mark Mahaney (@markmahaney) tells Ed Elson (@edels0n) how Meta plans to make money from Muse.
"They said twenty five percent of Muse users are using it for commerce related activities. When I pressed them, that includes travel. And they said the average price was $200."
This is from today's episode: 'Why Elon Might Merge Tesla And SpaceX'.
xitter.cf/a/status/2113232…
Why Elon Might Merge Tesla And SpaceX
Ed Elson (@edels0n) is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge.
Then, Mark Mahaney returns to break down Meta’s earnings.
Finally, Ed explains why he’s bearish on Netflix.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Ed Elson (@edels0n) on why YouTube, not Hulu, Disney or HBO Max, is the real threat to Netflix.
"The true threat is YouTube. Only two years ago, YouTube was number three in US TV viewing time. Today, it is number one, and it's not even close."
This is from today's episode: 'Why Elon Might Merge Tesla And SpaceX'.
xitter.cf/a/status/2113232…
Why Elon Might Merge Tesla And SpaceX
Ed Elson (@edels0n) is joined by Karim Bousta to give his takeaways from Tesla’s earnings and what he makes of the news that SpaceX and Tesla might merge.
Then, Mark Mahaney returns to break down Meta’s earnings.
Finally, Ed explains why he’s bearish on Netflix.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
You voted. We won. 🏆
Prof G Media picked up nine Signal Awards this year:
📈 Prof G Markets: Listener’s Choice for Money & Finance and Daily Podcast, Silver for Best Video Podcast and Daily Podcast, and Bronze for Money & Finance
🎙️ The Prof G Pod: Gold and Listener’s Choice for Business People & Entrepreneurs Shaping Culture
📰 Simply Put by Ed Elson: Bronze and Listener’s Choice for Best Podcast Newsletter
Thank you to everyone who voted. 🙏
Karim Bousta is the Co-Founder and Managing Partner at DVx Ventures and former Vice President at both Tesla and Lyft. Mark Mahaney is the senior managing director at Evercore.
🔗's 2/2:
Apple: links.profgmedia.com/48IKZvK
Spotify: links.profgmedia.com/4tiKqjI
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Mark Zuckerberg says shopping is MUSE's biggest use case so far, with over a quarter of active users engaging in shopping and an average purchase size above $200.
$META had to ask Stripe to raise credit limits in the first week because volumes exceeded expectations...
Ed Zitron (@edzitron) tells Ed Elson (@edels0n) why he thinks the new details from Anthropic's S-1 show a business that isn't improving its economics.
"This is not a company that's improving its economics. I don't think any amount of growth can make up for the fact that Anthropic's business just isn't particularly good."
This is from today's episode: 'Is Nvidia Selling More Chips Than Anyone Can Use?'.
xitter.cf/a/status/2112862…
Is Nvidia Selling More Chips Than Anyone Can Use?
Ed Elson (@edels0n) is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry.
Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings.
Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps.
Finally, Ed shares his gratitude to the audience for voting at the Signal Awards.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Macquarie's Thierry Wizman tells Ed Elson (@edels0n) why the U.S. isn't in worse shape than France, even with Treasury yields above French bond yields.
"But that's not the most important difference. The most important difference is that the US is growing more rapidly. The French are not."
This is from today's episode: 'Is Nvidia Selling More Chips Than Anyone Can Use?'.
xitter.cf/a/status/2112862…
Is Nvidia Selling More Chips Than Anyone Can Use?
Ed Elson (@edels0n) is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry.
Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings.
Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps.
Finally, Ed shares his gratitude to the audience for voting at the Signal Awards.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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Scott Galloway (@profgalloway) and Ed Elson (@edels0n) use AlphaSpace by Yahoo Finance (@Yahoo) to build baskets of stocks and compare whole sectors, including one underperforming "Scott basket".
"I've been using AlphaSpace by Yahoo Finance, which by the way has been my homepage for the last thirty years, to create baskets of stocks such that you can compare whole sectors to one another."
#ad Sponsored by Yahoo Finance.
Ed Zitron (@edzitron) tells Ed Elson (@edels0n) why he thinks Nvidia is artificially inflating its revenues, and how it's pushing up the price of almost every consumer electronic.
"This is bad because it's created a global consumer electronics price inflation. The cost of basically every imaginable consumer electronic is up, so that these people can put GPUs in warehouses. It's actually morally reprehensible."
This is from today's episode: 'Is Nvidia Selling More Chips Than Anyone Can Use?'.
xitter.cf/a/status/2112862…
Is Nvidia Selling More Chips Than Anyone Can Use?
Ed Elson (@edels0n) is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry.
Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings.
Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps.
Finally, Ed shares his gratitude to the audience for voting at the Signal Awards.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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NFJ Investment Group CIO John Mowrey tells Ed Elson (@edels0n) where he sees undervalued stocks in the AI trade, from Nvidia and Texas Instruments to Generac.
"So there are a lot of opportunities. I just think that folks are going to have to be a little bit comfortable with the volatility you may see in the market. But quite frankly, that's what sets up the opportunity."
This is from yesterday's episode: 'Why The Tech Selloff Just Reversed Course'.
xitter.cf/a/status/2112500…
Why The Tech Selloff Just Reversed Course
Ed Elson (@edels0n) is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market.
Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and whether or not he thinks they actually will.
Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
Is Nvidia Selling More Chips Than Anyone Can Use?
Ed Elson (@edels0n) is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry.
Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings.
Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps.
Finally, Ed shares his gratitude to the audience for voting at the Signal Awards.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
Ed Zitron (@edzitron) is the CEO of EZ Primary Research and author of the Where’s Your Ed At newsletter. Nicolas Owens is an equity analyst at Morningstar. Thierry Wizman is the global FX and rates strategist at Macquarie Group.
🔗's 2/2:
Apple: links.profgmedia.com/48IKZvK
Spotify: links.profgmedia.com/4tiKqjI
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Aaron Parnas (@AaronParnas) tells Ed Elson (@edels0n) why the Democrats' best midterm strategy is to stay quiet and let the president do the talking.
"What Democrats are really notoriously good at is losing elections. They know how to lose an election really well. With two weeks to go, their best bet is to stay quiet, shut up, and let the president of the United States do the talking."
This is from today's episode: 'Why The Tech Selloff Just Reversed Course'.
xitter.cf/a/status/2112500…
Why The Tech Selloff Just Reversed Course
Ed Elson (@edels0n) is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market.
Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and whether or not he thinks they actually will.
Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
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NFJ Investment Group CIO John Mowrey tells Ed Elson (@edels0n) why Anthropic's IPO will be the AI trade's first real test.
"Anthropic looks like it's the first company to jump out into the ocean, and we're going to see if it can swim. So it's going to be scrutinized heavily. And I think that's good."
This is from today's episode: 'Why The Tech Selloff Just Reversed Course'.
xitter.cf/a/status/2112500…
Why The Tech Selloff Just Reversed Course
Ed Elson (@edels0n) is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market.
Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and whether or not he thinks they actually will.
Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
Ed Elson (@edels0n) on why Elizabeth Holmes has become one of the biggest celebrities of 2026.
"From Elizabeth Holmes to Elon Musk, tech founders have become celebrities of our modern age. And so in a funny way, Elizabeth Holmes has become 2026's version of Britney Spears. Her celebrity transcends who she is as a person."
This is from today's episode: 'Why The Tech Selloff Just Reversed Course'.
xitter.cf/a/status/2112500…
Why The Tech Selloff Just Reversed Course
Ed Elson (@edels0n) is joined by John Mowrey to break down why tech stocks rallied yesterday and where he still sees opportunities in the market.
Then, Aaron Parnas joins to unpack why investors are convinced the Democrats will sweep the midterms and whether or not he thinks they actually will.
Finally, Ed shares his take on You Can See Everything, Nathan Fielder’s documentary about Elizabeth Holmes.
🔗's 1/2:
Youtube: youtube.com/@ProfGMarkets
–
1) What
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them.
businessinsider.com/amazon-2…
CoreWeave’s bonds traded below 80 cents on the dollar last week. Investors doubt it can repay the ~$50B it borrowed to build data centers.
Its stock fell 15%, and the sell-off spread across AI: SK Hynix −25%, Nebius −15%, Micron −10%, Oracle and Nvidia −5%.
For Alphabet, breaking parking rules is just the cost of business.
Who's the winner of the autonomous vehicle race?
This clip is from our PG+ livestream with Research associate Dan Chiolan, to find out about who's winning and losing in the emerging autonomous driving space.
Click the link in our bio to join the next one on Substack.