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Ed Elson

Co-host, Prof G Markets, Prof G Media

Search every verified Ed Elson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Ed Elson, co-host of Prof G Markets at Prof G Media, has recently discussed topics including the AI boom, market conditions, and political corruption. In episodes from October 2026, he interviewed guests about parallels between the current data center buildout and the 1873 railroad bubble, CoreWeave’s debt crisis, and Nvidia’s market position. He also hosted discussions on SpaceX’s valuation, Anthropic’s financial disclosures, and the FTC’s investigation into OpenAI and Anthropic. On his newsletter, Simply Put, Elson wrote about fraud, arguing that it is increasingly rewarded in society, and about the gambling economy, criticizing celebrity endorsements of sports betting. Elson has also made public statements on economic and political matters. In television appearances, he discussed the "inheritocracy," stating that children of American billionaires are expected to inherit $3 trillion over the next 15 years, and commented on consumer spending, saying the top 10% of Americans account for roughly half of all spending. He has repeatedly criticized President Trump, alleging insider trading and corruption, and has stated that the administration is "the most corrupt administration in the history of America." He has also expressed views on market conditions, suggesting that Treasury yields are too high and that it may be a good time to buy bonds.

Recent appearances

  • 5 Stocks Are Carrying The Market — Here's How To Protect Yourself

    October 19, 2026 · 📺 Prof G Markets

    Today on Prof G Markets, Scott Galloway and Ed Elson break down the latest inflation report, explaining why they think the consumer spending data may be misleading and why real wage growth is the economic indicator that matters most. Then, they examine the latest moves in AI stocks and Anthropic’s financials, including the growing divide between public and private markets. Finally, they discuss Bumble’s reported move toward going private and whether the struggles of dating apps point to a broader shift toward in-person socializing. Subscribe to the Prof G Markets newsletter: https://links.pro…

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  • The AI Boom Looks A Lot Like The Great Railroad Bubble

    October 16, 2026 · 📺 Prof G Markets

    Today on Prof G Markets, Ed Elson is joined by Liaquat Ahamed to examine the railroad bubble of 1873 and why he sees parallels with today’s data center buildout. They discuss the lessons history offers, why overbuilding remains a recurring problem, the warning signs he sees in today’s AI boom, what AI executives should learn from the past, and where he thinks we are in the cycle today. Liaquat Ahamed is a financial historian, with degrees in economics from both Harvard and Cambridge universities and over two decades of professional experience as an investment manager. His new book, 1873: The…

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  • AI Cloud Stocks Are In Free-Fall — This Investor Isn’t Surprised

    October 15, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Paul Kedrosky to break down CoreWeave’s debt crisis and whether it signals a broader problem for the industry. Then, Mark Zandi returns to unpack the latest inflation reading from the Consumer Price Index and what recent consumer spending data reveals about the state of the economy. Finally, Ed shares his take on a report that CFTC investigators were ordered to halt their analysis of potential insider trading involving the President. Paul Kedrosky is a Managing Partner at SK Ventures. Mark Zandi is the Chief Economist at Moody’s Analytics. Timestamps 00:00 - Intro 00:25…

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  • Is the U.S. an 'inheritocracy'? Economics analyst says there's a 'new ruling class' of billionaires

    October 14, 2026 · 📺 MS NOW

    There is a new class of billionaires who inherited their family wealth and businesses. Co-host of the "Prof G Markets" podcast Ed Elson joins Katy Tur to explain how the inheritances compare to international stock markets. MS NOW: My Source for News, Opinion, and the World. » Subscribe to MS NOW:    / @msnow   » Subscribe to MS NOW’s We the People Newsletter for exclusive content from your favorite MS NOW anchors. Sign up now for free at https://ms.now/joinus MS NOW is the go-to destination for domestic and international breaking news, and best-in-class opinion journalism. For more context…

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  • Elon Musk Spent $366M On The Midterms — Will It Work?

    October 14, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Bradley Tusk to break down how Elon Musk is funding the midterms, whether that investment will pay off, and how he sees the elections playing out. Then, Gil Luria joins to unpack the sell-off in chip stocks and what he makes of valuations in the sector. Finally, Ed shares his take on Kimberly Guilfoyle’s resignation. Bradley Tusk is a venture capitalist, political strategist, and writer. Gil Luria is the Head of Technology Research at D.A. Davidson. Timestamps 00:00 - Intro 00:44 - Market Vitals 01:43 - Midterm Spending (ft. Bradley Tusk) 12:45 - Ad Break 15:15 - Chip S…

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  • Has Nvidia Become Too Big To Fail?

    October 13, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin. Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group of Wells Fargo Advisors. Timestamps 00:00 - Intro 00:20 - Market Vitals 01:08 - Is Nvidia Too Big to Fail? (ft. Liz Hoffman) 10:27 - Ad Break 12:03 - Bank Earni…

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  • How Fraud Became A Winning Strategy

    October 10, 2026 · 📺 Prof G Markets

    In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks the rise of fraud, tracing its impact from Manchester City to the startup world, all the way to the President of the United States. — Vote for Simply Put at the Signal Awards https://vote.signalaward.com/PublicVo... Subscribe to Simply Put to get the newsletter in your inbox. https://edwardelson.substack.com/ Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-... Follow Markets on Instagram:   / profgmarkets   Follow Ed on Instagram, X and Substack:   / ed_elson_     / edels0n   https://substa…

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  • Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI

    October 09, 2026 · 📺 Prof G Markets

    Today on Prof G Markets, Ed Elson is joined by Cal Newport to discuss AI’s impact on children and mental health and how AI companies are addressing these risks. They also explore what AI “gone right” would look like, whether large language models are the future of the industry, and what role the government should play in regulating the technology. Cal Newport is a Professor of Computer Science at Georgetown University and New York Times bestselling author of eight books. Vote for Prof G Markets at the Signal Awards for Best Video Podcast https://vote.signalaward.com/PublicVo... Vote for Pro…

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  • SpaceX Raised $111B — It Already Needs More

    October 08, 2026 · 📺 Prof G Markets

    Ed Elson is joined by John Foley to unpack why SpaceX is looking to borrow $40 billion, what’s driving its stock, and whether he thinks the current price is justified. Then, Ronan Farrow returns to break down the rise of the annoyance economy and the legislation aimed at combating it. Finally, Ed shares his take on OpenAI’s reported breakthrough in solving some of the world’s most difficult math problems. John Foley is the head of the Lex Column at the Financial Times. Ronan Farrow is a Pulitzer-winning journalist at the New Yorker. Timestamps 00:00 - Intro 00:51 - Market Vitals 01:27 - Spac…

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  • 'American workers are getting poorer': Economic analyst

    October 07, 2026 · 📺 MS NOW

    According to the Associate Press, 82% of Americans disapprove of how President Trump is handling the cost of living. Trump and his administration have dismissed economic concerns. Economics Editor for The Bulwark Catherine Rampell and Co-host of the "Prof G Markets" podcast Ed Elson join Katy Tur to provide their insight. MS NOW: My Source for News, Opinion, and the World. » Subscribe to MS NOW:    / @msnow   » Subscribe to MS NOW’s We the People Newsletter for exclusive content from your favorite MS NOW anchors. Sign up now for free at https://ms.now/joinus MS NOW is the go-to destination…

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  • Why The S&P Just Hit A Record High — Despite Soaring Yields

    October 07, 2026 · 📺 Prof G Markets

    Ed Elson is joined by John Mowrey to unpack the market’s current dynamics and where he thinks stocks are headed next after notching fresh records. Then, Robert Armstrong returns to break down the state of the housing market, what it will take for conditions to improve, and whether now is the right time to buy a home. Finally, Ed shares his take on the closed Paramount and Warner Bros. Discovery deal. John Mowrey is the Chief Investment Officer at NFJ Investment Group. Robert Armstrong is the U.S. financial commentator for the Financial Times and author of the Unhedged newsletter. Timestamps…

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  • Why Investors Are Betting Big On Brazil

    October 06, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Monica de Bolle to unpack her takeaways from the Brazil election results, how the market reacted, and why the runoff could mark a major turning point for the country. Then, Kathryn Anne Edwards returns to break down the September jobs report and the warning signs she sees in the data. Finally, Ed shares his take on the SEC’s decision to change its quorum law. Monica de Bolle is a Senior Fellow at the Peterson Institute for International Economics. Kathryn Anne Edwards is a labor economist and host of the Optimist Economy Podcast. Timestamps 00:00 - Intro 00:39 - Market…

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Verified interview transcripts

Notable quotes

“I still get the sense that this is a massively unprofitable company because of the training costs. Seems like they're a lot more diligent and responsible than OpenAI when it comes to spending. But still, I haven't seen evidence that the unit economics make sense here. And I think that that anxiety is being reflected in the AI trade right now.”

“The economy is roaring only for corporations. And somehow while that is happening, literally zero of the gains have accrued to American workers. And I think it's the same thing that you and I have talked about for years now. It is the same K-shaped trend. It's the same trend that aligns also with what the data that you presented on different age groups where young people who don't own as many stocks and who make thei”

“So, not only do we have a scandal today that rivals Watergate in terms of the scale and the scope of the corruption and the attempt to cover it up — we don't just have that scandal, we have three of them. And each of them tells the exact same story: blatant signs of corruption by the president, followed by an attempt to investigate it, followed by the investigation getting shut down and in some cases people getting f”

“The White House expects us to just nod along and ignore the corruption that we keep on witnessing every day, every week. But we are keeping the receipts. And until someone ends up accountable, until someone ends up behind bars, I'm sorry, but we will not move on.”

“Fraud is so common today because our justice system increasingly protects it. White-collar crime prosecutions have been sliding for years, but Trump's inauguration sealed the deal. In his first week, the president fired 17 federal inspectors general, i.e. the people whose job is to catch fraudsters. He then reduced headcount at the Justice Department's anti-corruption unit from 36 lawyers to two lawyers. Later, he re”

“That is a really good question because that $2.3 trillion market cap is of course not real there. There isn't $2.3 trillion worth of stock that's available to buy now on the market. And if the were if all the stock were locked up were unlocked, would it be worth 2.3 trillion? If you tried to buy SpaceX, would you pay to win a trillion? Like probably not. So, that number is not also SpaceX, you know, it in it hasn't b”

Other executives at Prof G Media

  • Scott Galloway, Founder; Host of The Prof G Pod; Co-host of Pivot and Prof G Markets

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →