The Prof G Pod with Scott Galloway

Examine Your Burn

May 7, 2020
Josh Brown, CEO of Ritholtz Wealth Management and CNBC's Halftime Report voice, shares valuable insights on assessing the stock market and the impact of financial rescue programs. He compares Elon Musk's impulsive leadership to Jeff Bezos's disciplined approach during crises. Brown highlights Amazon's strategic supply chain investments and discusses navigating economic stresses, urging a focus on lowering expenses while embracing sustainable living. Additionally, he reflects on the changing values in corporate leadership and the evolution of higher education.
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ANECDOTE

Musk vs. Bezos

  • Elon Musk tweeted that Tesla's stock was overvalued, causing a 10% drop.
  • Scott Galloway criticizes this as market manipulation and contrasts it with Jeff Bezos's disciplined approach.
INSIGHT

Bezos's Big Unlock

  • Jeff Bezos is re-engaging with Amazon and making a gangster decision.
  • He's vaccinating Amazon's supply chain, which Galloway believes will unlock significant shareholder value.
INSIGHT

Introduction and Ban from CNBC

  • Scott Galloway introduces Josh Brown and praises his market understanding.
  • Galloway mentions his ban from CNBC and the upcoming premiere of his show "No Mercy, No Malice."
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