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Rohan Goswami

Business Reporter, Semafor

Verified interview transcripts, podcast appearances, and direct quotes from Rohan Goswami, Business Reporter at Semafor. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • David Ellison’s Media Takeover Just Got Greenlit

    September 22, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Rohan Goswami to break down Paramount’s latest victory in the battle for Warner Bros. Discovery and what happens next in the merger. Then, Conor Sen joins to explain how higher interest rates have reshaped the housing market and what he would recommend to someone looking to buy a house right now. Finally, Ed shares his thoughts on Amazon’s decision to ban Meta’s new AI agent, Muse. Rohan Goswami is a business reporter at Semafor. Conor Sen is the founder and CEO of Peachtree Creek Investments and author of the Housing Frame substack. Timestamps 00:00 - Intro 00:30 - Mar…

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  • “AI Compute Futures” — Has Wall Street Gone Too Far?

    August 13, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Rohan Goswami to break down the CME’s move to offer AI compute futures such that computing power can be traded like a commodity. Then, Mark Zandi returns to unpack the latest inflation data from the consumer price index. Finally, Ed shares his thoughts on what the recent high profile departures from OpenAI mean for the markets. Rohan Goswami is a business reporter at Semafor and the co-host of Compound Interest. Mark Zandi is the chief economist at Moody’s Analytics. Timestamps 00:00 - Intro 00:48 - Market Vitals 01:36 - Compute as a Commodity (ft. Rohan Goswami) 12:4…

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  • Why shareholders might be alarmed by Meta’s new AI strategy

    August 10, 2026 · 📺 Yahoo Finance

    Meta just dropped a massive 6,500-word essay from Mark Zuckerberg outlining his vision for AI superintelligence, alongside a new open-source AI model called Muse Glimmer. Is this a brilliant move to dominate the market, or a desperate pivot to justify their $2 trillion AI spend? Yahoo Finance Breaking Business News Reporter Jake Conley, Semafor business reporter Rohan Goswami, and Yahoo Finance Senior Autos Reporter Pras Subramanian discuss the latest Meta (META) headlines and why some investors might see this as a huge red flag.

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  • Trump’s Tariffs Are Back — And Crazier Than Ever

    July 22, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Peter Harrell to break down the new tariffs on Canada and whether or not there could be more trade chaos on the horizon. Then, Rohan Goswami returns to discuss the latest roadblock in the Paramount/Warner Bros. deal and give a prediction for when he thinks it will actually go through. Finally, Ed explains why he’s concerned about Oracle’s debt. Peter Harrell is a Visiting Scholar at the Institute of International Economic Law at Georgetown Law School. Rohan Goswami is a Business Reporter at Semafor. Timestamps 00:00 - Intro 00:40 - Market Vitals 01:18 - Tariff Chaos is…

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  • Chip Stocks Are On Fire — Will It Last?

    July 01, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Stacy Rasgon to break down why chip stocks had their best quarter ever and how long he thinks the boom will last. Then, Rohan Goswami joins the show to discuss why Comcast is spinning off all its remaining media assets and what it means for the future of conglomerates. Finally, Ed gives his take on Trump’s strategy to lower gas prices. Stacy Rasgon is a Senior Analyst at Bernstein. Rohan Goswami is a Business Reporter at Semafor and the co-host of Compound Interest. Timestamps 00:00 - Intro 00:41 - Market Vitals 01:22 - Chip Stocks' Record Quarter (ft. Stacy Rasgon) 14:…

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  • GameStop’s $56 Billion eBay Bid Is Already Falling Apart

    May 05, 2026 · 📺 Prof G Markets

    Ed Elson speaks with Rohan Goswami about whether or not GameStop can afford to buy eBay. Then, Charles Elson joins the show to assess the strength of Elon Musk’s claims against OpenAI in the ongoing trial. Finally, Ed breaks down what today’s hottest stocks have in common. Rohan Goswami is a Business Reporter at Semafor. Charles Elson is the Founding Director of the John L. Weinberg Center for Corporate Governance at the University of Delaware. Timestamps 00:00 - Today's Number 00:21 - Market Vitals 01:04 - GameStop Offers to Buy eBay (ft. Rohan Goswami) 11:14 - Ad Break 12:35 - Musk v. Alt…

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  • Netflix Dares Paramount to Bid Higher | Prof G Markets

    February 18, 2026 · 📺 Prof G Markets

    Ed Elson breaks down why Warner Bros. Discovery has invited Paramount back to the table with Rohan Goswami, Business Reporter at Semafor. Then, Ed is joined by Alex Heath, founder of the Sources newsletter and host of the Access Podcast, to unpack the news that the Pentagon is considering cutting its contract with Anthropic. Finally, Ed explains why it seems like everyone under 30 is now a founder. Timestamps 00:00 - Today's Number 00:25 - Market Vitals 01:05 - WBD (ft. Rohan Goswami) 08:53 - Ad Break 10:15 - Anthropic Pentagon Deal (ft. Alex Heath) 24:00 - Ad Break 25:24 - Founder Mode 30:0…

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  • Google Doubles Down on Spending as AI Fear Returns | Prof G Markets

    February 05, 2026 · 📺 Prof G Markets

    Ed Elson breaks down Google’s earnings with Scott Devitt, Managing Director of Equity Research at Wedbush Securities. They discuss the implications of Google doubling its capital expenditures, and what the broader tech selloff says about markets right now. Ed then unpacks Eli Lilly and Novo Nordisk’s earnings with Jared Holz, Healthcare Equity Strategist at Mizuho. He also dives into the Netflix/WBD hearing on Capitol Hill with Rohan Goswami, Business Reporter at Semafor. And finally, Ed shares his thoughts on why software stocks are getting crushed right now. Timestamps 00:00 Today's Number…

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  • Wall Street Sinks on Greenland Risk | Prof G Markets

    January 21, 2026 · 📺 Prof G Markets

    Ed Elson speaks with Justin Wolfers, professor of public policy and economics at the University of Michigan, about how U.S. markets reacted to President Trump’s tariff threats after the long weekend. Then, Semafor business reporter Rohan Goswami joins the show to explain why Netflix shares fell after earnings and what’s next in the bidding war for Warner Bros. Discovery. Finally, Ed closes the episode with his take on Trump’s proposed affordability plans. Timestamps 00:00 - Today's Number 00:15 - Market Vitals 00:39 - Greenland Update (ft. Justin Wolfers) 13:42 - Ad Break 14:58 - Netflix Earn…

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  • Why Big Banks Are Selling-Off | Prof G Markets

    January 15, 2026 · 📺 Prof G Markets

    Ed Elson sits down with Saul Martinez, Head of U.S. Financials Research at HSBC, to unpack bank earnings and the implications of a credit card interest rate cap. Then, Semafor business reporter Rohan Goswami joins the show with the latest on the bidding war for Warner Bros. Discovery, including Netflix’s all-cash offer and Paramount’s proxy fight. Finally, Ed unpacks Delta’s earnings and what they reveal about the broader economy. Timestamps 00:00 - Today's Number 00:22 - Market Vitals 01:00 - Q4 Bank Earnings (ft. Saul Martinez) 13:09 - Ad Break 14:24 - WBD Update (ft. Rohan Goswami) 25:34 -…

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  • Warner Bros. Rejects Paramount’s Hostile Bid | Prof G Markets

    December 18, 2025 · 📺 Prof G Markets

    Ed Elson unpacks the news that Warner Brothers is encouraging shareholders to reject the Paramount bid with Rohan Goswami, Business Reporter at Semafor. Then Alice Han, Host of the China Decode Podcast and China Economist at Greenmantle, joins to discuss the top issues for China in 2025 and the year ahead. Finally, Ed shares his reflections on the year and what he’s focused on for 2026. Timestamps 00:00 - Today's Number 00:24 - Market Vitals 00:59 - WBD Rejects Paramount (ft. Rohan Goswami) 10:21 - Ad Break 11:48 - China Check-In (ft. Alice Han) 24:15 - Break 24:45 - 2025 Wrap 29:45 - Credits…

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  • Paramount and Netflix Come for Warner Bros.

    December 09, 2025 · 📺 WNYC

    Rohan Goswami, business reporter at Semafor, and Katie Campione, senior TV and labor reporter at Deadline, discusses the recent merger talks for Paramount and Netflix to buy up parts of Warner Bros. Discovery, including news of Paramount’s "hostile" bid of $108 billion — one of the largest ever. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com (https://pcm.adswizz.com) for information about our collection and use of personal data for advertising.

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