
Get every episode summarized
Each time Prof G Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market.
Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group.
Subscribe to the Prof G Markets Youtube Channel
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 [email protected]
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Get every episode summarized
Each time Prof G Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Prof G Markets

How Fraud Became A Winning Strategy
Prof G Markets
Oct 10, 202612:56completed

Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI
Prof G Markets
Oct 9, 20261:19:32completed

SpaceX Raised $111B — It Already Needs More
Prof G Markets
Oct 8, 202636:47failed

Why The S&P Just Hit A Record High — Despite Soaring Yields
Prof G Markets
Oct 7, 202636:42failed