Andrew Elson (Ed Elson)
Finance commentator/podcast host; features interviews and discussions with analysts on markets and sector moves affecting M&A and healthcare deals.
Tiny Podcast Nets $200M Thanks to Clip Economy
A podcast with just 7k viewers per episode just sold for $200M. My latest newsletter, “The Clip Economy”, dives into the details: bit.ly/ClipEconomy
Private Credit Defaults to Double by 2026, AI Blamed
UBS: Private credit defaults set to double in 2026 — with AI cited as a key driver of borrower distress
Goldman Sachs Beats Earnings, Yet Stock Slides Amid Iran Tensions
Goldman Sachs profit jumped 19% in Q1 — but the stock dropped 3% as the war in Iran raises questions about what's ahead for dealmaking and IPOs for the rest of the year.
Trump Threatens Massive Retaliation without Iran Deal
Per Axios, Trump says, "I am blowing up everything" if no Iran deal is reached in 48 hours
Trump‑backed Drones Marketed to Gulf as Iran Conflict Escalates
@pbs is reporting that a drone company backed by Trump’s sons is actively pitching weapons to Gulf states under Iranian attack. All while President Trump vows to end the war in Iran immediately.
Partiful Tackles Loneliness by Linking Users to Local Events
@partiful is betting on connecting people to groups and local live events. This clip is from the newest First Time Founders episode, 'How Partiful Is Fixing the Loneliness Crisis.' Watch ad-free on Substack: bit.ly/3NMMwtD
US Chemical Stocks Surge 6% Amid Gulf Crude Squeeze
U.S. chemical producers like Dow are outperforming the S&P 500, with shares up about ~6%, as access to Persian Gulf crude (a key ingredient for plastics) tightens due to the Iran war
Missing U.S. Service Member Rescued After Two Days
Update: Al Jazeera reports the missing U.S. service member has been safely rescued after two days.
Trump's Claim Contradicted as Iran Downs F‑15, Crew Missing
48 hours after Trump declared that Iran has “no anti-aircraft equipment”, a F-15 aircraft was shot down. One crew member remains missing.
February U.S. Jobs Loss Deepens to 133,000
U.S. job growth for February was revised lower by 41K, from an initial estimate of -92,000 to -133,000 jobs
Jamie Dimon Plans Media Venture After JPMorgan Exit
@axios reports that, in an interview on The Axios Show, Jamie Dimon said he may look to start a media venture after stepping down as CEO of JPMorgan Chase
War‑Driven Gas Prices Add $530 to Every Household Annually
For every $1 increase at the pump, the typical American household spends an extra $530 per year. Gas is costing Americans $300 million more a day than before the war. My latest newsletter, "This War Will Make You Poorer" (bit.ly/ThisWarWillMakeYouPoorer),...
Iran War Drives Up Gas, Food, Housing Costs
The war in Iran may seem like 7,000 miles away, but it’s arrived here- showing up at the pump, in your grocery bill, and in a housing market that’s only getting harder to afford. More in my newsletter, ‘This War...
Regulators Push Lower Bank Capital, Sparking Risk Concerns
Regulators proposed Thursday letting banks hold less capital, freeing billions for lending, while critics say it increases risks of crises and bailouts.
U.S. Takes First Steps Toward Sovereign Wealth Fund
Could this be the first step on a path to an American Sovereign Wealth Fund? 👇
U.S. Gas Prices Surge 25% Since War Began
Gas in the U.S. is now up 25% since the war began and 21% from a year ago. Source: WSJ
Iran War Costs $2 B Daily, Claiming American Lives
This war with Iran is already costing nearly $2B a day and is continuing to take more American lives. Find my take on Iran in my latest substack, “This Time Is Different”: https://bit.ly/SimplyPutSubstack
Markets Ignore Iran Risks, Focus on AI Buzz
It's clear: the market is genuinely uninterested in entertaining what could go wrong in Iran. They were very happy to ask that question about AI, but for whatever reason, not about this. More on the market's reaction to Iran in...
Cohere Poised to Become AI Powerhouse, IPO Possible
Is Cohere the Next AI Powerhouse? I sat down with co-founder Nick Frosst to talk about enterprise models, why chat changed everything, and whether an IPO is on the horizon. Watch Here: https://youtu.be/JqGAQMYwuzQ?si=JS3OpcK1egyIAeFg
Wall Street Fears Both AI Overload and AI Scarcity
How is Wall Street simultaneously afraid of too much AI and not enough AI? 👇