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Prof G Markets

Summary

Prof G Markets covering Geopolitics, OpenAI, Strait of Hormuz, and Anthropic. Notable guests include Noah Smith (Writer, No Opinion blog), Ed Zitron (Author of the Where's Your Ed At newsletter and host of the Better Offline podcast), Mike Novogratz (Founder and CEO, Galaxy Digital), and Patrick Boyle (Professor, King's College London & Portfolio Manager). Episodes span from Nov 2025 to Jul 2026.

87episodes
3,289total claims
12topics covered
87 episodes
America’s Economy Is Entering a New Era
Jul 24, 2026

U.S. export controls on chipmaking equipment and compute are effectively limiting China's AI progress, despite the emergence of seemingly high-performing Chinese models like KIMI-K3. China may leve...

AI CompetitionUS-China RelationsExport ControlsSemiconductors+13 more
AI Has A Hidden Debt Problem
Jul 23, 2026

Big Tech firms like Meta, Google, and Oracle are using Special Purpose Vehicles (SPVs) to hide an estimated $1.65 trillion in debt for AI data center construction, creating significant off-balance ...

AI Data CentersOff-Balance Sheet DebtSpecial Purpose Vehicles (SPV)Systemic Risk+14 more
Trump’s Tariffs Are Back — And Crazier Than Ever
Jul 22, 2026

The Trump administration is reviving a chaotic and aggressive tariff strategy, using an obscure 1930s law (Section 338 of the Smoot-Hawley Act) to impose 50% tariffs on Canada, signaling a return t...

TariffsTrade PolicyDonald TrumpSmoot-Hawley Tariff Act+11 more
Gas Is Back Above $4 — And Could Keep Rising
Jul 21, 2026
OpenAI Is Spinning Out Of Sam Altman's Control
Jul 20, 2026
Mike Novogratz: Crypto's Investors Have Moved On
Jul 17, 2026
SpaceX Is Down 40% — How Low Can It Go?
Jul 16, 2026
Why America’s Inflation Problem Isn’t Going Away
Jul 15, 2026
Apple Just Declared War On OpenAI
Jul 14, 2026
Wall Street Is Pumping SpaceX — So Why Is It Falling?
Jul 13, 2026
This Is How OpenAI Goes Broke
Jul 10, 2026
Trump’s Iran Strategy Has No Endgame
Jul 9, 2026
New Global Arms Race Has Begun
Jul 8, 2026
SpaceX Just Got Fast-Tracked Into Your Portfolio
Jul 7, 2026
OpenAI Wants A Government Bailout
Jul 6, 2026
Healthcare is Broken—This Company Wants to Fix It
Jul 5, 2026
Tom Lee's Case for S&P 8,000 Has One Big Catch
Jul 3, 2026
The AI Trade Just Got A Warning From Meta
Jul 2, 2026
Chip Stocks Are On Fire — Will It Last?
Jul 1, 2026
OpenAI Hits Pause On Its IPO
Jun 30, 2026
This Market Is Directionless (And That Should Scare You)
Jun 29, 2026
AI Is Dumber Than Investors Think
Jun 26, 2026
America Finally Has a Housing Plan. Trump Is Blocking It.
Jun 25, 2026
SpaceX Stock Just Crashed — Here’s Why
Jun 24, 2026
Why Britain’s Economy Has Been Stuck For 20 Years
Jun 23, 2026
No, We Do Not Have An Iran Deal
Jun 22, 2026
Euphoria Has Taken Over The Markets
Jun 19, 2026
Snap’s “Crucible Moment” Flops On Wall Street
Jun 18, 2026
OpenAI’s Financials Leaked — The Losses Are Staggering
Jun 17, 2026
The Iran “Deal” Isn’t What It Seems
Jun 16, 2026
SpaceX IPO Takes Off — And Elon Is Now A Trillionaire
Jun 15, 2026
The IPO Frenzy Has Begun — ft. Howard Marks
Jun 12, 2026
How Influencers Hijacked The Consumer Economy
Jun 10, 2026
Why A Hot Jobs Report Spooked Wall Street
Jun 9, 2026
AI’s $400 Billion Test Is About to Begin
Jun 8, 2026
Netflix Chief on the Future of Hollywood
Jun 1, 2026
AI May Not Be Worth The Cost — Here’s Why
May 29, 2026
Bond Investors Are Panicking. They May Be Right.
May 25, 2026
How To Actually Tax The Rich
May 22, 2026
SpaceX Just Filed to IPO — The Numbers Are Ugly
May 21, 2026
Silicon Valley’s Case Against The Wealth Tax
May 20, 2026
Inside Trump's 3,700 Trades — ft. Anthony Scaramucci
May 19, 2026
Inflation Is Soaring — Here’s What Happens Next
May 18, 2026
Aswath Damodaran: The AI Boom Is Headed For A Reckoning
May 15, 2026
AI Skeptic: This Business Makes No Sense
May 14, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
May 13, 2026
AI Is Making Us All Dumber
May 12, 2026
AI’s New Trillion Dollar Mission: Delete Middle Management
May 11, 2026
Why Oil Still Runs the World
May 8, 2026
How China Wins The AI War
May 7, 2026
Why Americans Earning $500K a Year Still Feel Broke
May 6, 2026
GameStop’s $56 Billion eBay Bid Is Already Falling Apart
May 5, 2026
OpenAI's Week From Hell — And Why Anthropic Is Winning
May 4, 2026
Will This $11B AI Startup Disrupt Big Law?
May 3, 2026
Reid Hoffman On The Case For AI Optimism
May 1, 2026
Ray Dalio: The World Order Has Unraveled
Apr 30, 2026
Data Center Debate: Are Energy Bills About To Explode?
Apr 29, 2026
The Biggest IPO In History Isn’t What You Think It Is
Apr 28, 2026
Two Months In: Why Markets Stopped Caring About Iran
Apr 27, 2026
Is AI Really Going to Take Your Job?
Apr 24, 2026
The Most Dangerous AI Model Just Leaked
Apr 23, 2026
Tim Cook Sat Out the AI Race — Will the New CEO Pay the Price?
Apr 22, 2026
Iran War Will Cost Every Household $50,000
Apr 21, 2026
Stocks Rip to Record Highs, Leaving War in the Dust
Apr 20, 2026
Is the Labor Market About to Tip Us Into Recession?
Apr 17, 2026
Wall Street Is Thriving on Chaos — Will It Last?
Apr 16, 2026
Violent Backlash: What the Sam Altman Attacks Signal for AI
Apr 15, 2026
The Oil Blockade Isn’t Spooking Markets — Yet
Apr 14, 2026
Don't Try to Beat This Market — Here's What to Do Instead
Apr 13, 2026
The “Ceasefire” Won’t Save The Economy
Apr 10, 2026
Markets Are Betting the Iran War Is Over — Is it?
Apr 9, 2026
Trump Threatened to End Iranian Civilization — What Comes Next?
Apr 8, 2026
Iran Deadline Looms for an Economy on the Edge
Apr 7, 2026
How to Invest When Nothing Makes Sense
Apr 6, 2026
Is Marriage a Bad Bet? A Divorce Lawyer Explains
Apr 3, 2026
Why So Bullish? Markets Cling to Iran Hopes
Apr 2, 2026
Brutal Quarter Ends With a Rally — But Risks Are Rising
Apr 1, 2026
Big Tech Is Now Advising the White House — What Could Go Wrong?
Mar 31, 2026
Trump Says the Economy Is Strong — Voters Disagree
Mar 30, 2026
The AI Divide: Who Wins and Who Gets Replaced
Mar 27, 2026
The $1.5B Insider Trade Before Trump’s Iran Post
Mar 26, 2026
Is the Oil Crisis About to Break Global Supply Chains?
Mar 25, 2026
Is Wall Street Wrong About AI?
Feb 23, 2026
Scott Galloway’s Predictions for 2026
Jan 5, 2026
What’s the Right Investment Strategy for 2026?
Dec 15, 2025
The Economic Risks Keeping Paul Krugman Up at Night
Dec 5, 2025
Aswath Damodaran Says "There’s No Place to Hide in Stocks"
Nov 14, 2025

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