Topic：Prof G Markets (Scott Galloway & Ed Elson)

Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.

Morgan Stanley’s Gapen: The Fed held steady, but the chair offered no convincing explanation

Michael Gapen, Morgan Stanley’s chief US economist, said what surprised him most was that the chair offered no convincing explanation for why the committee held steady this month. The real policy-based answer is that inflation is driven largely by supply-side forces, raising rates cannot produce more oil, and monetary policy can only prevent energy prices from passing through to other goods.

Prof G Markets (Scott Galloway & Ed Elson) · 2026.10.30 02:19

Prof G Markets interview: Big Short investor Eisman on what Anthropic isn't telling you

Eisman says Anthropic's S-1 only discloses figures through the second quarter, with future capital commitments totaling 800 billion to 900 billion dollars, while third-quarter data is key to assessing the company.

Prof G Markets (Scott Galloway & Ed Elson) · 2026.10.30 02:27

Prof G Markets conversation: Kedrosky and Armstrong on Anthropic’s 800 billion-dollar commitments and potential triggers for a pullback

This episode of Prof G Markets is hosted by Ed Elson. Paul Kedrosky, managing partner at SK Ventures, breaks down Anthropic’s S-1 and notes that more than 800 billion dollars in computing commitments do not appear on its income statement. Financial Times US financial commentator Robert Armstrong then discusses whether the stock market could enter a pullback as the bond market demands increasingly high prices from AI data-center companies.

Prof G Markets (Scott Galloway & Ed Elson) · 2026.10.30 02:43

Prof G Markets: The Hidden Cost of Musk Merging Tesla and SpaceX

Prof G Markets hosts Scott Galloway and Ed Elson discuss how Musk merging one company into another often signals trouble for the former. They say Tesla is now the one in need of financial support, while SpaceX shareholders are the ones actually footing the bill. They also speculate that SpaceX could acquire Tesla as an indirect route into the S&P 500.

Prof G Markets (Scott Galloway & Ed Elson) · 2026.10.30 02:44