
About this episode
Subscribe to the Prof G Markets Youtube Channel
Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran.
Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis.
Check out our latest Prof G Markets newsletter
Follow Prof G Markets on Instagram
Follow Ed on Instagram, X and Substack
Follow Scott on Instagram
Send us your questions or comments by emailing [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get every episode summarized
Each time Prof G Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Prof G Markets

Canadian Economist: Trump’s Tariffs Are A Gift To Mark Carney
Prof G Markets
Sep 9, 202637:22failed

OpenAI Says “AGI” Is Here — What Does That Actually Mean?
Prof G Markets
Sep 8, 202638:11completed

Why Nobody Trusts the News — And How to Fix It
Prof G Markets
Sep 6, 202658:25completed

Tyler Cowen: The AI Bears Are Asking The Wrong Questions
Prof G Markets
Sep 4, 202659:41completed