OpenAI & Microsoft Feud, Homebuilder Vibes Slump, and WBD Cuts Zaslav’s Pay
Ed breaks down why homebuilder sentiment fell in June and takes a look at the growing tensions between OpenAI and Microsoft. He and Scott then unpack why Warner Bros. Discovery is slashing CEO David Zaslav’s pay.
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Ed takes a look at how oil prices reacted to the conflict between Israel and Iran, why Meta is bringing ads to WhatsApp, and how crypto platform Tron plans to go public via reverse merger.
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25:05
What the Air India Crash Means for Boeing, Google Buyouts & Private Equity’s Big Slump
Scott and Ed unpack Google’s voluntary employee buyouts and explain why they could drive away top talent. They then discuss the fallout from the Air India crash and what it means for Boeing, with Scott outlining how companies should navigate a crisis. Next, they examine private equity’s struggles, with Blackstone pivoting to Europe and Yale offloading some of its private equity stakes. Finally, they explore the changing ad landscape. Ed explains why creators are outpacing legacy media and Scott breaks down how brands can win in 2025.
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59:03
Warning Signs From the Labor Market — ft. Kathryn Anne Edwards
Kathryn Anne Edwards, PhD economist and Bloomberg News columnist, joins the show to unpack the latest jobs report and what it reveals about the state of the labor market. She shares her take on whether AI poses a real threat to jobs and explains why the effects of tariffs are so tough to time. Kathryn also discusses how the GOP tax bill could reshape the economy, what she believes the federal minimum wage should be, and the policies she thinks could help close the wealth gap.
Listen to Kathryn’s podcast, Optimist Economy
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1:01:49
Do the U.S. and China Have a Deal? + May Inflation Data & Tesla Delays Its Robotaxi Again
Ed breaks down the new U.S.-China trade deal framework, explains what the May CPI report signals about the economy, and unpacks why Tesla is once again pushing back its robotaxi launch.
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Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Join Scott Galloway and Ed Elson every weekday for no mercy, no malice insight on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. New episodes every Monday through Friday. Part of the Vox Media Podcast Network.
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