
About this episode
Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline fatigue” as investors tune out the risks from the war. They also dive into the growing backlash against AI, why public sentiment is turning negative, and what it means for Big Tech companies and their long-term outlook. Finally, they revisit their top big tech stock pick for the year, laying out why they remain bullish and what could drive the stock higher from here.
Get your tickets to the Prof G Markets Tour
Subscribe to the Prof G Markets Youtube Channel
Subscribe to the Prof G Markets newsletter
Order "Notes on Being a Man," out now
Note: We may earn revenue from some of the links we provide.
Follow the podcast across socials @profgmarkets
Follow Scott on Instagram
Follow Ed on Instagram, X and Substack
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.
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

Why The Bond Market Is Starting To Revolt — ft. Katie Martin
Prof G Markets
Sep 11, 20261:07:12completed

Anthropic Whistleblower Says AI Could “Kill Us All”
Prof G Markets
Sep 10, 202633:01completed

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

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