The Prof G Pod with Scott Galloway Prof G Markets: Is Breaking Up Intel The Right Move? + The New Gold Rush
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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.
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Housing Starts Decline
- US housing starts fell 9.8% in January due to harsh winter weather, high mortgage rates, and tariffs.
- However, western US starts were up 24.9%, suggesting the headline is worse than reality.
Thinking Positive
- Don't buy into worst-case scenarios.
- Train yourself to think about what could go right in any market situation.
X Valuation
- X's potential $44 billion valuation, the same as Elon Musk's purchase price, is likely influenced by his momentum.
- Investors gain access and advertisers feel emboldened by his free speech stance, despite its volatility.