Prof G Markets

'Your Bills Are About to Go Up — The Fed Can’t Stop It' Ed Elson (@edels0n) speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Michael Gapen is the Chief US Economist at Morgan Stanley(@MorganStanley). Robert Armstrong (@rbrtrmstrng) is a financial commentator for the Financial Times (@FinancialTimes) and author of the Unhedged Newsletter. Ep available now in reply👇

Run it back turbo. Bezos has a surprising record, he was an angel investor in Google, part of the seed round in 1998...

We Would Be Entering a Completely Different World...What happens if oil hits $200 a barrel? with @rbrtrmstrng and Michael Gapen, Chief US Economist at Morgan Stanley.

The world's biggest economy is stuck between a rock and a hard place. Higher oil prices means higher consumer costs which weakens demand. However, economic growth is already slow, the labour market is already weakening, and consumer spending is already falling. To combat this the Federal Reserve would lower interest rates but with inflation remaining sticky, that isn’t an option. What happens next is scary - with @rbrtrmstrng This clip is from today’s episode 'Your Bills Are About to Go Up — The Fed Can’t Stop It' out now.

Your portfolio in 2026:

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'Your Bills Are About to Go Up — The Fed Can’t Stop It' Ed Elson (@edels0n) speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Michael Gapen is the Chief US Economist at Morgan Stanley(@MorganStanley). Robert Armstrong (@rbrtrmstrng) is a financial commentator for the Financial Times (@FinancialTimes) and author of the Unhedged Newsletter. Ep available now in reply👇

Mossad, the morning after attacking Iran on Trump's orders:

Nvidia makes trillion dollar forecast... This clip is from today’s episode '‘Nvidia Says $1T Is Coming — The Market Isn’t Buying It' out now.

Iran War shows China's power over America This clip is from today’s episode '‘Nvidia Says $1T Is Coming — The Market Isn’t Buying It' out now.

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‘Nvidia Says $1T Is Coming — The Market Isn’t Buying It’ Ed Elson (@edels0n) speaks with Gil Luria (@gilluria) about the biggest news out of Nvidia’s GTC conference and checks in on the company’s valuation. Then, he is joined by Alice Han to discuss China’s role in the war with Iran. Finally, Ed gives an update on how the war is impacting inflation in America. Ep available now in reply👇

$7.23 billion added every day. $83,720 every second. Welcome to America 🇺🇸

Trump's questionable $10 billion TikTok fee with @miriamgottfried @WSJ This clip is from today’s episode 'Why the Pentagon Is Hiring Wall Street Bankers' out now.

Trump using state ownership to enrich sons? The Pentagon is building a new team of investment bankers to invest $200 billion in defense, aiming to counter China’s rise. Coincidentally, his sons Eric and Donald Trump Jr., are on the case. A lot of ironies here... This clip is from today’s episode 'Why the Pentagon Is Hiring Wall Street Bankers' out now.

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'Why the Pentagon Is Hiring Wall Street Bankers' Ed Elson (@edels0n) speaks with Liz Hoffman about the Defense Department’s new economic defense unit. Then he is joined by Miriam Gottfried to discuss the $10 billion fee the Trump administration received for brokering the TikTok deal. Finally, Ed shares his reflections on his time at SXSW. Miriam Gottfried (@miriamgottfried) is a reporter at The Wall Street Journal. Liz Hoffman (@lizrhoffman) is Semafor’s (@semafor) Business and Finance Editor, and host of Compound Interest. Ep available now in reply👇

@profgalloway responds to @peterthiel's criticism of college. This clip is from today’s episode ‘The Iran War Is Hurting Global Markets — Not the U.S.’ out now.

@profgalloway on what could take out America's economy and put it in a recession This clip is from today’s episode ‘The Iran War Is Hurting Global Markets — Not the U.S.’ out now.

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'The Iran War Is Hurting Global Markets — Not the U.S.' This week we're live from @sxsw! @profgalloway and @edels0n break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next. Ep available now in reply👇