Brutal Quarter Ends With a Rally — But Risks Are Rising

Prof G Markets

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Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran. 

Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis. 

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Subscribe to the Prof G Markets Youtube Channel 

Ed Elson speaks with Charles Schwab’s Kevin Gordon about the sharp market rally on the last day of Q1, takeaways from a highly volatile quarter, and his outlook for the rest of the year. Then Ed is joined by Doug O’Laughlin to break down the recent selloff in the chips market. Finally, Ed gives an update on the insider trading scandals tied to the war with Iran. 

Kevin Gordon is the head of Macro Research and Strategy for the Schwab Center for Financial Research. Doug O’Laughlin is the President of SemiAnalysis. 

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

2026-04-01 36 min
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