NYU Professor, best-selling author, business leader and serial entrepreneur Scott Galloway cuts through the biggest stories in tech, business, and investing with unfiltered insights, bold predictions and thoughtful advice. Podcasts include Prof G Markets with co-host Ed Elson, Prof G Conversations and Office Hours with Prof G.
The closure of the Strait of Hormuz and ongoing Red Sea disruptions are triggering a severe energy crisis that threatens global supply chains through spiking fuel costs and cargo capacity shortages, signaling a potential end to the era of unfettered globalization protected by US naval dominance.
Tim Cook's China visit reveals Apple's vulnerability to Beijing's demands as the company reduces App Store fees under pressure, while Trump's delayed summit exposes how China is using the Iran crisis to position itself as a stable alternative to US leadership.
The Iran conflict is driving a new inflationary wave through surging energy, fertilizer, and freight costs, while GDP growth slows and rate cut expectations evaporate. Despite these stagflation risks, markets remain complacent—only 5% off all-time highs—creating a dangerous disconnect between economic reality and asset prices.
Economist Ed Yardeni explains why he raised his recession probability to 35% due to oil price shocks and geopolitical instability, while analyzing why markets remain surprisingly calm despite growing risks to consumer spending and private credit markets.
New York Times CEO Meredith Kopit Levien explains how sustained investment in original journalism drove record growth (13 million subscribers, $3B revenue) while detailing a dual AI strategy of aggressive copyright lawsuits and strategic partnerships to protect intellectual property, insisting that human reporting remains irreplaceable at the core of the craft.
As the US diverts military assets from Asia to the Middle East, China maintains strategic patience by avoiding military intervention in the Iran conflict while securing preferential oil access and protecting commercial investments, positioning Beijing to benefit from a post-war regional restructuring without bearing the costs of entanglement.
While the war with Iran has triggered severe market selloffs in Asia and Europe due to energy dependence on the Strait of Hormuz, America's geographic isolation and resource independence have shielded its markets, though unilateral military action risks alienating crucial Gulf State investors and European allies.
Apollo Chief Economist Torsten Sløk warns that the Iran conflict has driven oil to $118/barrel, adding 0.7% to headline inflation and likely forcing the Fed to hold rates higher for longer with zero cuts expected in 2026, while the US benefits from energy exports as import-dependent Asian and European markets suffer.
Geopolitical strategist Peter Zeihan warns that the US-Iran war has already triggered a global energy recession by blocking the Strait of Hormuz, while America's lack of strategic goals and Iran's asymmetric drone advantage threaten to permanently remove Persian Gulf oil from global markets within days.
Markets are reacting to the escalating Iran war with unusual confusion—decoupling oil prices from traditional safe havens—while simultaneously pricing a "competence shock" in US leadership that is accelerating a structural "Avoid America" diversification trend among global investors.
The Iran conflict is disrupting 20% of global oil through the Strait of Hormuz, creating potential for oil prices to surge from $100 to $150 per barrel while paradoxically strengthening China's geopolitical position despite its energy vulnerabilities.
Despite US-Iran military escalation and the killing of Iranian leadership, markets remain surprisingly calm with a flat S&P and climbing Treasury yields, suggesting investors price the conflict as short-lived and contained—though the hosts warn this complacency ignores risks of regional destabilization and eroding US global leadership.