Ed Elson

In this engaging discussion, Ed Elson, a media analyst specializing in market analysis, joins Scott Galloway to dissect the latest trends affecting the economy. They unpack the recent decline in inflation and its repercussions for the U.S. market. The duo also dives into Sam Altman's ambitious SPAC venture, bringing a nuclear power company to the public. Finally, they explore private equity's newfound interest in mom-and-pop businesses, examining the strategic motivations driving this shift in corporate acquisitions.

Aswath Damodaran, a finance professor at NYU Stern, joins the conversation alongside Ed Elson, a media analyst, to dive into the intricacies of the financial landscape. They discuss the Magnificent Seven and hint at emerging companies worth watching. Aswath shares insights on the competitive streaming industry and explains his decision to finally include Tesla in his portfolio, likening it to a "corporate teenager." He also offers strategic advice for navigating the challenging Chinese market, making this a must-listen for finance enthusiasts.

Ed Elson, a ProfG media analyst renowned for his market insights, joins to dissect the recent IPO frenzy ignited by Reddit's impressive debut. He shares Scott's rationale behind investing in Reddit and its significance for future IPOs. The conversation shifts to Microsoft's hiring of Mustafa Suleyman, highlighting ethical dilemmas in AI development. Lastly, they explore CalPERS’ increased commitment to private equity, questioning the sustainability of its exceptional returns in a shifting economic landscape.

Ed Elson, a Prof G media analyst, joins the discussion to unpack Exxon's massive $60 billion acquisition of Pioneer and its implications for the energy sector. The conversation dives into the world of private credit, revealing how firms are evolving into marketing machines and why index funds might be a smarter investment. They also explore Ireland's new sovereign wealth fund, highlighting the complexities of global tax strategies and the push for a minimum corporate tax, emphasizing the need for international collaboration to combat tax avoidance.

Joining Scott is Ed Elson, a media analyst who brings sharp insights into market trends. They discuss Goldman Sachs' recent earnings struggles compared to its peers and highlight an ETF making options trading accessible for retail investors. The duo delves into the booming trend of fractional jet ownership, exploring its appeal for affluent travelers seeking convenience. With a mix of serious analysis and personal anecdotes, this conversation is both enlightening and entertaining.