Stocks Rip to Record Highs, Leaving War in the Dust

Stocks Rip to Record Highs, Leaving War in the Dust

From Prof G Markets by Vox Media Podcast Network

April 20, 2026 · 1h 18m

About this episode

Scott Galloway and Ed Elson discuss the bullish stock market amidst geopolitical uncertainty and the implications for Big Tech.

Scott Galloway and Ed Elson discuss why markets are so bullish right now, even with ongoing uncertainty in Iran. Scott argues it’s a byproduct of rising income inequality, while Ed points to “timeline fatigue” as investors tune out the risks from the war. They also dive into the growing backlash against AI, why public sentiment is turning negative, and what it means for Big Tech companies and their long-term outlook. Finally, they revisit their top big tech stock pick for the year, laying out why they remain bullish and what could drive the stock higher from here. 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

People in this episode

Host: Scott Galloway

Guest: Ed Elson

Topics covered

  • stock market
  • income inequality
  • AI backlash
  • investor sentiment
  • Big Tech outlook

Keywords

  • stocks
  • market highs
  • income inequality
  • AI
  • Big Tech
  • investors
  • Iran

Mentioned in this episode

Organizations: Vox Media Podcast Network, Big Tech

Places: Iran

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