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EMAIL DIGESTS
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
In this episode, host Scott Yalloway recounts his surreal experience at the Vanity Fair Oscars after‑party before diving into a focused interview with Ed Yardeni, president of Yardeni Research. Yardeni explains why his team raised the probability of a U.S. recession from 20% to 35% following the war in Ukraine, warning that a slowing economy could strain the private‑credit market. He argues the conflict’s longer‑than‑expected duration and its fiscal and energy impacts are being underestimated by investors. The conversation blends personal anecdotes with a data‑driven outlook on macro risk and market positioning.
In this episode, NYT CEO Meredith Kopit Levien discusses how the Times has achieved record subscriber growth and revenue by investing heavily in original, independent journalism and expanding its newsroom to over 2,300 staff. She contrasts the Times’ strategy—long‑term subscription focus, tech‑enabled...
In this episode of Region Moderates, hosts Scott Galloway and Jessica Tarlov dissect President Trump's aggressive demands on allies to confront Iran after a strike that killed a senior Iranian commander, highlighting the lack of support for deploying warships to...
The episode examines the Pentagon's new initiative to recruit Wall Street investment bankers for a 30‑person economic defense unit tasked with deploying up to $200 billion over three years into sectors deemed vital to national security, such as minerals, drones, and...
In this episode of Prop G Markets Live, Scott Galloway and Ed Elson examine how the ongoing war with Iran is reshaping global financial markets, highlighting disruptions in oil supply, heightened geopolitical risk premiums, and shifting investor sentiment. They also...
In this episode, hosts Ed and his co‑host chat about recent travels before diving into a conversation with Torsten Slok, partner and chief economist at a major investment firm. Slok challenges listeners’ assumptions about portfolio diversification, explaining how AI tools...
