Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline fatigue” as investors tune out the risks from the war. They also dive into the growing backlash against AI, why public sentiment is turning negative, and what it means for Big Tech companies and their long-term outlook. Finally, they revisit their top big tech stock pick for the year, laying out why they remain bullish and what could drive the stock higher from here.

Get your tickets to the Prof G Markets Tour

Subscribe to the Prof G Markets Youtube Channel

Subscribe to the Prof G Markets newsletter

Order "Notes on Being a Man," 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