The Prof G Pod with Scott Galloway
Prof G Markets: Goldman and Apple Part Ways, Shein and Temu, and Charlie Munger’s Legacy
Dec 4, 2023
In this engaging discussion, Ed Elson, a savvy media analyst, dives into the intriguing split between Goldman Sachs and Apple, highlighting the contrasting public narratives. The conversation shifts to the fast fashion giants, Shein and Temu, unpacking their market dominance and ethical concerns. Elson also reflects on Charlie Munger's impactful legacy in investing, combining wisdom with humor. The interplay of corporate reputation and media strategy adds depth to the analysis, making for a thought-provoking listen!
42:06
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Quick takeaways
- Apple is looking for a new finance partner as they plan to end their contract with Goldman within a year.
- Tmoo, an online shopping app, has surpassed Shein in monthly US sales, indicating the popularity of discounted products directly from China.
Deep dives
Apple plans to end partnership with Goldman Sachs
Apple has handed Goldman a term sheet to end their contract in the next 12 months, seeking a new finance partner.
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