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.
Fareed Zakaria analyzes the US-Israel military campaign against Iran, arguing that while the upside involves regime collapse and defanging Iran's regional power, the highly institutionalized nature of the regime makes survival likely without ground forces, while Iran's attacks on Gulf States have backfired by unifying regional support against them.
A speculative Catrini Research blog post titled "The 2028 Global Intelligence Crisis"—imagining AI-driven mass unemployment and a 38% market crash—caused real selloffs in software and private credit stocks, revealing a dangerous decoupling of market volatility from fundamentals while creating buying opportunities for disciplined investors.
Cohere co-founder Nick Frost explains why his company focuses exclusively on enterprise AI infrastructure, detailing the immense resource barriers that limit foundational model development to roughly 10 global players while tracing the current AI revolution to Geoffrey Hinton's decades-long persistence with neural networks and the consumer accessibility of transformer technology.
Kalshi CEO TK Manor discusses the prediction market platform's explosive growth from $280M to $2.3B in trading volume, arguing that unlike traditional gambling, Kalshi's fee-based model aligns incentives with user longevity rather than losses while providing an alternative information source in an era of media distrust.
Kim Ghattas analyzes the escalating US-Iran tensions as a high-stakes 'game of chicken,' noting Trump's massive military buildup contrasts with his preference for a deal, while Iran faces unprecedented internal and external pressures that make both conflict and negotiation volatile.
Nvidia delivered another blowout quarter with 75% data center growth and visibility into 2027, yet markets remain paralyzed by competing AI anxieties—fearing both a bubble bursting and AI advancing too fast. Technology strategist Gil Luria argues both extremes are statistically unlikely, while political analyst Ian Bremmer notes that investor jitters reflect broader geopolitical dysfunction rather than pure technology fundamentals.
A viral Substack post predicting AI-driven economic collapse by 2028 triggered a massive sell-off in software stocks, accelerating a rotation toward "HALO" (Heavy Assets Low Obsolescence) investments like utilities and industrials, while Blue Owl Capital's gating of private credit fund withdrawals exposed hidden liquidity risks in the booming private credit market.
China is capitalizing on Trump's tariff rollbacks while the IMF pushes for economic rebalancing, but experts believe China will continue its export-driven model as domestic consumption remains constrained by the ongoing property crisis.
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.