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Prof G Markets

You Think You're Diversified, AI Disagrees — ft. Torsten Slok

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.31.4K Ratings

🗓️ 13 March 2026

⏱️ 60 minutes

🧾️ Download transcript

Summary

Ed Elson and Scott Galloway are joined by Torsten Slok to break down why AI in every portfolio could be a bad thing and how the technology might shape inflation. He also explains what he makes of the conflict with Iran and how it could impact the global economy, discusses the role wealth inequality is playing in the U.S., and shares the risks he sees as most pressing for markets right now. Torsten Slok is Partner and Chief Economist at Apollo. 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 the show comes from VCX, the public ticker for private tech.

0:04.7

The U.S. stock market started history's greatest wave of wealth creation.

0:08.0

From factory workers in Detroit to farmers in Omaha, anyone could own a piece of the great American companies.

0:13.7

But today, our most innovative companies are staying private longer, which means everyday Americans are missing out, until now.

0:20.3

Introducing VCX, a public ticker for private tech.

0:23.9

Visit getvcx.com for more info.

0:26.5

That's getvcx.com.

0:29.0

Carefully consider the investment materials before investing,

0:31.2

including objectives, risk, charges, and expenses.

0:33.8

This and other information can be found in the funds perspective at getVcx.com.

0:38.3

This is a paid sponsorship.

0:43.2

Megan Rompino here.

0:44.4

If this week on a touch more, Juju Watkins joins us to talk about her year off of the court, but definitely not on the sidelines.

0:51.9

We're also looking at the upsets coming out of the SEC tournament

0:55.4

and how that might impact selection Sunday and the intergenerational span of U.S. players

1:02.2

on display at the She Believes Cup. Plus, we have a surprise guest. You won't want to miss it.

1:07.1

Check out the latest episode of our podcast to touch more wherever you get your podcast and on YouTube.

1:15.2

Is the market due for a reckoning? Don't tell me about the probability or improbability

1:19.7

if something happens because on certain moments you can throw that all out the window.

1:23.4

All assets become correlated. It doesn't matter what you thought the probabilities were.

1:27.5

Given enough time, it's not that anything can happen.

1:29.5

It's that everything will happen.

...

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