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The Stock Market Is Already Pricing In A Democratic Sweep

November 2, 2026·1h 18m

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 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.