Scott Galloway and Ed Elson break down the bull and bear cases for the market at new record highs. They unpack how dependent the market has become on cash-burning companies like OpenAI and Anthropic, and therefore how fragile the AI trade is. Then they turn to SpaceX and check in on the stock following the company’s first earnings report and share lockup expiration date. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order &quot;Notes on Being a Man,&quot; out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Bulls vs. Bears: Who’s Right About This Market?

Prof G Markets

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Bulls vs. Bears: Who’s Right About This Market?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Bulls vs. Bears: Who’s Right About This Market?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.