Prof G Markets Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
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Mar 10, 2025 The discussion kicks off with a look at Disney's layoffs and Walgreens going private. The hosts analyze BlackRock's strategic ports acquisition near the Panama Canal, predicting big returns. They delve into Apple's latest product launches, raising concerns about the company's innovation and stock performance. One host shares his decision to sell Apple shares, while the other offers forecasts on the tech giant's future. It's an engaging mix of market insights and investment strategies that keep listeners on their toes.
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Aspiration Fraud Prediction
- Scott Galloway predicted Aspiration's fraudulent activities four years ago.
- The company falsely claimed to combat climate change through credit card fees.
Disney Layoffs and Linear TV Decline
- Disney's layoffs are a symptom of declining linear TV revenue.
- The industry needs to consolidate and cut costs as viewership shifts.
Walgreens' Decline and Acquisition
- Walgreens' decline stems from mismanagement, including their outdated pharmacy business and costly lawsuits.
- Sycamore Partners' acquisition could lead to restructuring and potential bankruptcy.