Best Claudia H Podcasts (2025)

1
Google vs. Nvidia: Is the AI Chip King Finally Under Threat? 32:35

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1d ago32:35

32:35

Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for cry…

1
Nasdaq Posts Best Day Since May as Fear & Greed Collide 34:51

2d ago34:51

34:51

Ed Elson is joined by Robert Armstrong, U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. Then Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast, returns to the show to dig into the September jobs report and what it tells us about the state of the…

1
Even Nvidia Can’t Rescue the Market From the Fear Cycle 1:18:04

3d ago1:18:04

1:18:04

Scott Galloway and Ed Elson unpack the fear cycle that gripped the markets before and after Nvidia’s earnings, exploring what’s fueling investor anxiety. They then turn to Guochao, a rising patriotic consumer movement in China, and examine its implications for American companies. Finally, they discuss whether college remains a sound investment, and…

1
JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest 1:08:44

6d ago1:08:44

1:08:44

Ed Elson and Scott Galloway are joined by Michael Cembalest, the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, to discuss how J.P. Morgan is approaching the AI bubble. He weighs in on how violent the correction will likely be, shares how he’s preparing for a “profit taking spark,” and unpacks his top risks fo…

1
Nvidia Earnings Brush Off AI Bubble Fears — For Now 35:22

7d ago35:22

35:22

Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And fi…

1
How Big Tech’s Debt Machine Is Powering the AI Boom 31:50

8d ago31:50

31:50

Ed Elson is joined by Joe Feldman, Senior Managing Director at the Telsey Group, to unpack Home Depot’s earnings and what they reveal about the state of the American economy. Then Robert Schiffman, Senior Technology and Internet Credit Analyst at Bloomberg Intelligence, joins the show to break down why Amazon raised $15 billion in debt this week an…

1
Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens 28:57

10d ago28:57

28:57

Ed Elson is joined by Sherwood News markets editor Luke Kawa to make sense of Bitcoin’s slide and the broader crypto bear market. Then Bill Cohan, founding partner of Puck News, joins the show to assess the first-round bids for Warner Bros. Discovery, which are due this week. And finally, Ed digs into why Berkshire Hathaway just snapped up roughly …

1
The Whole Market Looks Expensive — Is it Time to De-Risk? 1:09:14

11d ago1:09:14

1:09:14

Scott Galloway and Ed Elson break down the idea that there is “no place to hide” in the stock market and look for alternative places to invest. Then, they turn to the AI race between China and the U.S. and discuss a new startup that is helping China pull ahead. Finally, they dig into why the housing crisis is getting worse and whether or not the 50…

1
Aswath Damodaran Says There’s No Place to Hide in Stocks 1:08:50

14d ago1:08:50

1:08:50

Ed Elson and Scott Galloway are joined by Professor Aswath Damodaran, the Kerschner Family Chair in Finance Education and Professor of Finance at NYU’s Stern School of Business, to unpack his growing concerns about the markets and how investors should position themselves. He also weighs in on our big tech stock pick of 2026 and offers practical adv…

1
Government Shutdown Ends — But the Damage Doesn’t 34:14

15d ago34:14

34:14

Ed Elson sits down with Ramit Sethi, host of the “Money For Couples” podcast to unpack the Trump administration’s proposed 50-year mortgage. Then, Dylan Carden, Senior Analyst at William Blair, joins the show to break down On Running’s earnings and whether the company poses a threat to Nike. Finally, Ed speaks with Robert Sockin, Senior Global Econ…

1
Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why 30:45

16d ago30:45

30:45

Ed Elson sits down with Justin Wolfers, Professor of Economics and Public Policy at the University of Michigan, to unpack President Trump’s proposed $2,000 tariff dividend. Then, Alex Heath, author of The Verge’s Sources newsletter and co-host of the Decoder podcast, joins the show to break down the growing rivalry between Anthropic and OpenAI, and…

1
Inside Elon Musk’s $1 Trillion Tesla Payday — And Why It’s a Governance Nightmare 31:59

17d ago31:59

31:59

Ed Elson is joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to break down how investors reacted to Paramount’s first earnings since David Ellison’s takeover. Then, Charles Elson, Founding Director of the Weinberg Center for Corporate Governance at the University of Delaware joins the show to unpack Elon …

1
Red Flags at OpenAI — How One Company Could Burst the AI Bubble 1:05:00

18d ago1:05:00

1:05:00

Scott Galloway and Ed Elson dissect red flags at OpenAI and debate whether problems at the company could burst the AI bubble. Then, they turn to the Supreme Court’s high-stakes tariff case and discuss an arbitrage opportunity in the middle of it. Finally, they dig into the surge in prediction markets and why the Trump administration has steered cle…

1
Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk 58:32

21d ago58:32

58:32

Ed Elson and Scott Galloway are joined by Bradley Tusk, venture capitalist, political strategist, and writer, to break down the economics of Zohran Mamdani’s policies. Bradley also shares his thoughts on the Mayor-elect means for New York and the future of the Democratic party. Subscribe to Bradley’s Substack Subscribe to the Prof G Markets newslet…

1
Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet 30:01

22d ago30:01

30:01

Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down how Palantir reacted to news of Michael Burry’s massive bet against the company. Then, Liz Hoffman, business and finance editor at Semafor, joins the show to break down how Wall Street is responding to the NYC mayoral election results. Sign up for Liz Hoffm…

1
Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality 34:05

23d ago34:05

34:05

Ed Elson is joined by Harley Finkelstein, President of Shopify, to break down the company’s third quarter earnings. Then, Jessica Tarlov, host of the Raging Moderates podcast, joins the show to discuss the economic toll of the longest government shutdown in history. Finally, Ed unpacks what NYC’s mayoral election says about where the city, and coun…

1
Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock 31:41

24d ago31:41

31:41

Ed Elson is joined by Ryan Petersen, founder and CEO of Flexport, to break down how companies are navigating tariffs. Then, Dan Primack, business editor at Axios and the author of the daily Pro Rata newsletter, returns to the show to discuss Kimberly-Clark’s $48 billion acquisition of Kenvue. Finally, Ed unpacks Amazon’s massive new deal with OpenA…

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AI is Taking Jobs — Here’s How to Stay Indispensable 1:09:05

25d ago1:09:05

1:09:05

Scott Galloway and Ed Elson break down Big Tech’s latest earnings and discuss which companies might be over or undervalued. They also examine how AI is reshaping the job market, and how workers should plan accordingly. Finally, they unpack the recent trade meeting between President Trump and Xi Jinping. Subscribe to the Prof G Markets newsletter Or…

1
077: November 1925 with Nathan Oxenfeld and Nalini Ramji 2:44:12

5d ago2:44:12

2:44:12

In the seventy-seventh episode of the Better Eyesight Podcast, Nathan Oxenfeld and Nalini Ramji read through the seventy-seventh Better Eyesight magazine that was originally published in November 1925 by Dr. William H. Bates and his team. Exactly one hundred years later, these two natural vision teachers breathe life back into the words of Dr. Bate…

1
Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin 1:06:16

28d ago1:06:16

1:06:16

Ed Elson and Scott Galloway are joined by Andrew Ross Sorkin, editor-at-large of DealBook at the New York Times and co-anchor of CNBC’s Squawk Box, to discuss his new book, “1929,” and the striking parallels between the great crash and today’s markets environment. He delves into the lessons we can learn from past financial crises, shares his insigh…

1
Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable? 28:52

29d ago28:52

28:52

Ed Elson is joined by Scott Devitt, Managing Director of Equity Research at Wedbush Securities, to break down Meta and Google earnings. They dig into why Meta shares fell 9% despite record revenues, and how Google topped $100 billion in quarterly revenue for the first time ever. Then, Gil Luria, Head of Technology Research at D.A. Davidson, returns…

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What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO 27:47

30d ago27:47

27:47

Ed Elson speaks with Alex Heath, author of Sources and co-host of the Access podcast, about OpenAI’s completed restructuring and the launch of its new for-profit arm. Then he and Scott Galloway dive into Amazon’s largest layoff in company history and what it signals about the stock. Finally, Ed explains why—even after hitting a $4 trillion valuatio…

1
How Milei’s Surprise Win in Argentina Defied the Market 32:59

1M ago32:59

32:59

Ed Elson speaks with Oliver Stuenkel, Associate Professor at FGV’s School of International Relations in Brazil, to break down the results of the election in Argentina. Then Robert Armstrong, US financial commentator for the Financial Times and author of the Unhedged newsletter, returns to the show to unpack what the latest CPI report says about the…

1
How China’s AI Efficiency Could Gut the U.S. Economy 1:15:45

1M ago1:15:45

1:15:45

Scott Galloway and Ed Elson dig into China’s AI efficiencies and whether those innovations will be enough to take on American companies. Then, they look at why private security is on the rise and consider how to invest in the space. Finally, they break down reports that Warner Bros. Discovery might be up for sale and debate whether there are really…

1
Are We Building AI for Progress or Power? — ft. Daron Acemoglu 55:47

1M ago55:47

55:47

Ed Elson and Scott Galloway are joined by Nobel Prize–winning economist and MIT Professor Daron Acemoglu to discuss the economic consequences of AI. He breaks down his research on why nations fail, shares his biggest concerns about America’s future, and offers advice for the next generation of scholars. Subscribe to the Prof G Markets newsletter Or…

1
Tesla Profits Plunge 37% Despite Record Sales — Here’s Why 27:05

1M ago27:05

27:05

Ed Elson speaks with Tim Higgins, columnist at the Wall Street Journal, to break down Tesla’s third quarter earnings and discuss why profits took a big hit. Then Luke Kawa, Markets Editor at Sherwood News, returns to the show to unpack how Beyond Meat joined the meme stock craze. Check out our latest Prof G Markets newsletter Order "The Algebra of …

1
Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer 28:05

1M ago28:05

28:05

Ed Elson speaks with Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, about why Netflix’s stock fell following its earnings, and the odds it could throw its hat in the ring for Warner Bros. Discovery. Then Ed is joined by Alex Heath, author of the Sources newsletter and co-host of the Access podcast, to discuss Ope…

1
Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars 30:36

1M ago30:36

30:36

Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberati…

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AI is Running Up America’s Energy Costs — Who’s Footing the Bill? 1:06:47

1M ago1:06:47

1:06:47

Scott and Ed dig into how America’s data center boom is driving up electricity bills — and what should be done about it. Then, they look at how Meta and OpenAI are responding to rising mental health concerns and consider who’s really responsible for fixing the problem. Finally, they look at two fast-rising challengers to SpaceX and the new investme…

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Why AI Needs Antitrust Intervention — ft. Jonathan Kanter 1:03:13

1M ago1:03:13

1:03:13

Ed and Scott are joined by Jonathan Kanter, former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice, to discuss the evolving AI landscape and why antitrust enforcement is more critical than ever. He also weighs in on the Ticketmaster lawsuit, the rising backlash against capitalism, and why the energy sector is…

1
Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever 32:48

1M ago32:48

32:48

Ed Elson is joined by Andrew Gardiner, Head of European Technology Equity Research at Citi, to discuss takeaways from ASML’s earnings. Then Ed and Scott Galloway discuss Netflix’s move to offer podcasts. Finally, Ed dives into a $40 billion deal to buy one of the world’s biggest data center operators. Check out our latest Prof G Markets newsletter …

1
China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market 33:45

1M ago33:45

33:45

Ed Elson is joined by Alice Han, China economist at Greenmantle and co-host of China Decode, to discuss another volatile day between the U.S. and China. Then, Telis Demos, writer and co-host of the Wall Street Journal’s “Take on the Week” podcast, joins the show to help break down earnings from JP Morgan, Goldman, Citi, and Wells Fargo. Check out o…

1
Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan 34:48

1M ago34:48

34:48

Ed Elson is joined by Luke Kawa, Markets Editor at Sherwood News, to discuss how the markets reacted to Trump’s latest tariff threat to China. Then, Ed and Scott break down JP Morgan’s new investments in critical industries. Finally, Ed examines OpenAI’s latest deal with Broadcom and why he doesn’t think we should be taking Sam Altman’s statements …

1
The AI Bubble Is Real — Here’s How to Prepare for the Pop 1:14:32

2M ago1:14:32

1:14:32

Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes down to one factor: the freedom to fire. Subscribe to the Prof G Markets…

1
How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards 1:13:16

2M ago1:13:16

1:13:16

Ed and Scott are joined by Kathryn Anne Edwards, PhD economist, economic policy consultant, and columnist for Bloomberg News, for a conversation about what happens to a $30 trillion economy when data goes dark. She also shares her take on alternative recession indicators, youth unemployment, the rise of the “trad wife” trend, and how ICE raids will…

1
xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs 29:13

2M ago29:13

29:13

Ed Elson is joined by Ed Ludlow, Co-Anchor of Bloomberg Technology, to discuss xAI’s latest funding round and why the circular deals in AI haven’t phased the markets. Then, Ed is joined by Alice Han, host of China Decode and Director at Greenmantle, to break down what’s driving the rally in Chinese tech. Vote for Prof G Markets at the Signal Awards…

1
Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years 30:13

2M ago30:13

30:13

Ed Elson is joined by William Chou, Senior Fellow and Deputy Director of the Japan Chair at the Hudson Institute, to discuss the market’s reaction to Japan’s likely new prime minister and the outlook for U.S.-Japan relations. Then, Ed and Scott break down the massive surge in emerging markets this year and what the rally means for investors. Vote f…

1
AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News 38:50

2M ago38:50

38:50

By Vox Media Podcast Network

1
The Great Sloppification of OpenAI 1:07:45

2M ago1:07:45

1:07:45

Scott and Ed break down OpenAI’s Sora 2 and debate whether profitability should be a priority for OpenAI. They then dig into the global M&A boom, exploring why deal sizes are exploding and smaller companies are being left behind. Finally, they cover Charlie Javice’s sentencing and tackle the fine line between storytelling and fraud. Vote for Prof G…

1
What Happens if the Fed is Compromised — ft. Claudia Sahm 44:03

2M ago44:03

44:03

Ed and Scott are joined by Claudia Sahm, chief economist at New Century Advisors and former Fed Section Chief, for a conversation on the Fed’s independence. Claudia weighs in on the health of the U.S. economy, the growing concentration in the stock market, and where she sees recession risks right now. Vote for Prof G Markets at the Signal Awards Su…

1
EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs 35:07

2M ago35:07

35:07

Ed Elson is joined by Jon McNeill, CEO of DVx Ventures and board member at General Motors, to break down what the end of the EV tax credit means for the auto industry. He then turns to the Trump administration’s new website for buying prescription drugs directly from manufacturers, and explains why it may fall short of solving America’s high drug p…

1
The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025 24:35

2M ago24:35

24:35

Ed Elson is joined by Stephanie Roth, chief economist at Wolfe Research, to unpack how a government shutdown could impact the economy. Then, he dives into Fermi America, a new company going public, and explains why he thinks it may be the year’s worst IPO. Vote for Prof G Markets at the Signal Awards Check out our latest Prof G Markets newsletter O…

1
076: October 1925 with Nathan Oxenfeld, Lizzie May, and Kevin Wooding 2:13:07

2M ago2:13:07

2:13:07

In the seventy-sixth episode of the Better Eyesight Podcast, Nathan Oxenfeld, Lizzie May, and Kevin Wooding read through the seventy-sixth Better Eyesight magazine that was originally published in October 1925 by Dr. William H. Bates and his team. Exactly one hundred years later, these three natural vision teachers breathe life back into the words …

1
EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward 45:15

2M ago45:15

45:15

Ed Elson unpacks the deal to take Electronic Arts private and shares what he thinks the investors see in the company. Wedbush’s Michael Pachter also joins producer Claire Miller to break down why Saudi Arabia’s public investment fund is so interested in the company. Then, Ed and Scott dive into the pricing of the TikTok deal and explain why it appe…

1
How The AI Economy Could Collapse 54:51

2M ago54:51

54:51

Scott and Ed break down a wave of AI spending news. They also discuss the circular deal theory emerging in AI and why it concerns them from an antitrust perspective. Then they unpack data that demonstrates how lower income Americans are doing and examine why some of the traditional economic data has been distorted by inequality. Vote for Prof G Mar…

1
AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban 1:06:26

2M ago1:06:26

1:06:26

Ed and Scott are joined by Mark Cuban, serial entrepreneur and investor, to discuss the challenges facing today’s media ecosystem. Mark shares his take on what happened with Jimmy Kimmel, his thoughts on the TikTok deal, and how he believes AI will ultimately impact employment. He also explains why he thinks social media should be age-gated — and w…

1
What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading 23:01

2M ago23:01

23:01

Ed is joined by Robert Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, to unpack what’s fueling gold’s 40% rally this year. Then he breaks down the boom in perpetual futures trading and explains why the popular strategy is gambling, not investing. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out…

1
41. Talking Messy First Drafts with Claudia Zuluaga 57:51

2M ago57:51

57:51

John and Laura talk with Claudia Zuluaga—author of Fort Starlight and longtime creative writing teacher at John Jay College—about the art of surviving your messy first draft. Together, they explore why messy drafts are essential, how to push past perfectionism, and strategies to keep going when the words feel chaotic. A conversation full of honesty…