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Prof G Markets

Bond Investors Are Panicking — And They May Be Right

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.31.4K Ratings

🗓️ 25 May 2026

⏱️ 66 minutes

🧾️ Download transcript

Summary

Scott Galloway and Ed Elson break down why bond yields are spiking — and why stock investors should take note. Then they dig into the SpaceX IPO filing and explain why the valuation is completely overblown. Finally, they discuss James Murdoch’s deal to acquire parts of Vox Media, and what it means for Prof G Media.  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

Transcript

Click on a timestamp to play from that location

0:00.0

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0:03.4

But without visibility, it's just chaos.

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0:20.2

What it's doing, what it's done, and what

0:22.3

it's about to do. So you stay in control. To put AI to work for people, visit servicenav.com.

0:30.5

Support for this show comes from Odu. Running a business is hard enough, so why make it harder

0:36.5

with a dozen different apps that

0:38.2

don't talk to each other?

0:40.5

Introducing Odu, it's the only business software you'll ever need.

0:44.3

It's an all-in-one fully integrated platform that makes your work easier, CRM, accounting,

0:50.6

inventory, e-commerce, and more.

0:52.5

And the best part, O-DU replaces multiple expensive platforms

0:55.8

for a fraction of the cost.

0:58.0

That's why over thousands of businesses have made the switch.

1:01.3

So why not you?

1:02.6

Try O-D-U for free at O-D-O-D-O-O-com.

1:13.0

Attention all passengers.

1:15.1

The Uber ride for Jeff's rugby team will depart in five minutes from Platform 15.

1:20.8

Your ride comes with six toilets and a refreshment's carriage that you'll empty within

1:25.8

five minutes.

...

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