Prof G Markets Winners and Losers Under Trump’s Second Term
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Nov 11, 2024 The hosts dive into the aftermath of the Boeing strike and how it impacts the market next. They analyze potential winners and losers under a second Trump term, particularly in tech and energy. The discussion touches on the risks of intertwining election betting with investment strategies. They explore the future of crypto and clean energy amidst regulatory changes. Additionally, the conversation covers the complexities of tariffs, masculinity in marketing, and economic predictions, all while maintaining a light-hearted banter.
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Galloway's Election Gamble
- Scott Galloway gambled on the election using a collared option strategy with Donald Trump media stocks.
- He profited from this gamble, but emphasizes it was luck, not skill, and advises caution with options.
Boeing Strike Outcome
- Boeing workers secured a substantial raise, but their pension plan wasn't restored.
- This outcome aligns with predictions, balancing worker needs with shareholder interests.
Palantir's Success
- Palantir continues to exceed expectations, fueled by government contracts.
- Despite skepticism about its valuation, its CEO's storytelling and market performance are notable.