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The Prof G Pod with Scott Galloway
Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
Feb 24, 2025
Josh Brown, co-founder and CEO of Ritholtz Wealth Management, shares his insights on the tech landscape and the potential breakup of Intel. He discusses how poor leadership has contributed to Intel's decline and the need for visionary guidance in the semiconductor industry. The conversation pivots to gold's surge, where Josh explains why banks are pushing gold into the U.S., while questioning whether it's a wise investment compared to stocks. The episode dives into the changing cryptocurrency strategies and their long-term implications for companies.
01:02:48
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Quick takeaways
- The decline in U.S. housing starts highlights significant challenges in the construction industry, driven by weather, high mortgage rates, and supply shortages.
- Intel's potential breakup is fueled by leadership shortcomings and emphasizes the need for a visionary to restore competitiveness in the semiconductor industry.
Deep dives
T-Mobile's Family Plans and iPhone 16 Promotion
T-Mobile is promoting its family plans that offer a 20% savings on wireless services, making it an attractive option for families looking to save on their monthly bills. Coupled with the release of the iPhone 16, this initiative is aimed at enticing more customers to switch to T-Mobile. The focus on providing competitive pricing and incentives demonstrates T-Mobile's commitment to retaining and attracting customers in a competitive market. This strategy highlights the telecommunications industry's competitive nature, with companies striving to offer exceptional deals to gain market share.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode