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Prof G Markets

Fed Holds Rates — Inflation Back in Focus

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.31.4K Ratings

🗓️ 29 January 2026

⏱️ 42 minutes

🧾️ Download transcript

Summary

Ed Elson speaks with Michael Gapen, Chief U.S. Economist at Morgan Stanley, about the Fed’s path forward and the dollar’s decline. Then Ed breaks down Meta and Microsoft’s earnings with Gil Luria, Head of Technology Research at DA Davidson. Finally, Ed lays out his investment thesis for his latest stock pick: Adobe.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Support for this show comes from Odu.

0:03.0

Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each other?

0:09.7

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

0:13.9

It's an all-in-one fully integrated platform that makes your work easier, CRM, accounting, inventory, e-commerce, and more.

0:22.1

And the best part, O-DU replaces multiple expensive platforms for a fraction of the cost.

0:27.8

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

0:31.1

So why not you?

0:32.4

Try O-D-O-4-free at O-D-O-O-O-O-com. That's ODOO.com.

0:40.5

Global innovation is accelerating.

0:43.2

But how are businesses staying in the fast lane?

0:46.5

AWSAI is how.

0:48.8

Like Formula One.

0:50.6

Turning race action into real-time insights.

0:53.8

And the AI momentum doesn't stop there.

0:57.0

From energy companies using smart grids to prevent surges,

1:01.0

to educators personalizing lessons to move at every student speed.

1:05.0

Across industries worldwide,

1:07.0

AWS AI is how industry leaders stay ahead.

1:11.6

This episode is brought to you by Vanta.

1:14.6

Security and compliance done wrong is a headache.

1:16.6

Done right, you build trust and grow faster.

1:19.6

That's Vanta.

...

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