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 Supreme Court ruled 6-3 that Trump cannot use emergency powers to impose sweeping tariffs, prompting an immediate pivot to Section 122 of the Trade Act of 1974 for a 10% blanket tariff, while businesses prepare to claim billions in refunds for illegal tariffs though consumers likely won't see relief.
Investors have rotated aggressively from AI-driven tech stocks into defensive sectors like consumer staples and energy, causing valuation multiples to invert and creating potential value opportunities in oversold software companies.
Professor Aswath Damodaran warns that equity markets are dangerously ignoring 'catastrophic risk' as the post-WWII US-centered economic order unravels without a clear replacement, yet sees selective opportunity in beaten-down software stocks whose sticky business models can survive AI disruption if management embraces cannibalization over margin protection.
Professor Eswar Prasad discusses his book 'The Doom Loop,' arguing that globalization's uneven benefits have trapped economics, domestic politics, and geopolitics in a destabilizing feedback loop where populist resentment and zero-sum competition are replacing the post-Cold War order, while Super Bowl ad trends suggest AI may be following crypto into bubble territory.
Kai Ryssdal argues the U.S. economy presents a stark paradox of soaring corporate profits and record stock markets alongside a fearful, stagnant labor market and dangerous income inequality (Gini coefficient 83), compounded by a complete vacuum of political leadership and institutional decay that threatens long-term stability.
Netflix granted Warner Bros. Discovery a rare waiver to negotiate with Paramount's higher competing bid despite an existing merger agreement, while the Pentagon threatens to blacklist Anthropic for refusing to allow its AI to be used for mass surveillance or autonomous weapons.
As China enters the Year of the Fire Horse—a zodiac alignment last seen in 1966 during the Cultural Revolution—astrological anxiety about political volatility coincides with a demographic crisis, as urban women increasingly prioritize career autonomy over marriage and motherhood despite government incentives to reverse declining birth rates.
Economist Mark Zandi warns that true inflation is closer to 3% than the reported 2.4% due to distorted October data and will likely worsen mid-year as tariff costs finish passing through to consumers, while journalist Liz Hoffman reveals the DOJ's antitrust chief was fired for blocking politically connected merger deals.
The video examines Super Bowl advertising patterns as harbingers of economic bubbles—particularly AI's dominance mirroring the 2022 crypto crash—while Cornell professor Ishwar Prasad argues globalization has transformed from a positive-sum engine into a zero-sum geopolitical weapon, trapping the world in a "doom loop" of instability where nations must choose between unreliable US alliances and China's mercantilist expansion.
Wharton professor Ethan Mollick argues that while AI CEOs catastrophize about future existential risks to justify funding, the immediate disruption is already here—half of American workers secretly use AI for 3x productivity gains, particularly in coding and writing, yet companies fail to capture this value because they haven't redesigned workflows to handle the output.
The January jobs report reveals an economy artificially propped up by healthcare hiring while masking broader weakness, as new AI tools trigger market panic over imminent white-collar automation.
Google raised $32 billion in debt within 24 hours to signal long-term commitment to the AI arms race, while a historic memory chip shortage drives semiconductor stocks up 200-340% and creates buying opportunities in beaten-down software names trading at cash flow multiples.