The Stock Market Is Already Pricing In A Democratic Sweep

Today on Prof G Markets, Scott Galloway and Ed Elson discuss how voters have been affected by the Trump administration’s economic policies and what that could mean for the midterm elections. Then, they break down the latest Big Tech earnings, including whether Google is a buy, why Scott continues to be impressed by Apple’s decision to stay out of the AI arms race, and why Ed thinks investors are right to focus on capital expenditures and financial discipline. Finally, they discuss Instagram Features, why it could spell trouble for Netflix, and how the streaming giant should respond. Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-... Order Notes On Being A Man now! https://amzn.to/4nl4VKo Timestamps: 00:00 Preview 00:40 Today's number 01:05 Today's episode 05:49 HOW ARE PEOPLE FEELING ABOUT THE ECONOMY? 25:21 Ad break 27:47 BIG TECH EARNINGS 56:58 Ad break 59:43 INSTAGRAM FEATURES 01:15:38 Week ahead 01:15:51 Scott's prediction 1 01:16:53 Ed's prediction 01:17:21 Credits Check out Ramp’s AI Index here https://ramp.com/data/ai-index-oct-2026 Follow Scott on Instagram:   / profgalloway   Follow Ed on Instagram, X and Substack:   / ed_elson_     / edels0n   https://substack.com/@edwardelson Subscribe to Prof G Markets on Spotify: https://links.profgmedia.com/markets-... Got a question for Prof G? Get answers on TikTok: https://links.profgmedia.com/tiktok Want more Prof G? Check out everything we're up to at: https://links.profgmedia.com/home Send us your questions or comments by emailing Markets@profgmedia.com Note: We may earn revenue from some of the links we provide. #business #news #tech #financemotivation #stockmarket #profg #scottgalloway #edelson #profgmarkets #ai #earnings #stocks #inflation #investmentstrategies #investment #investing #gdp #tariffs #2026