The Prof G Pod with Scott Galloway Prof G Markets: Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
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Mar 10, 2025 Disney faces layoffs and Walgreens gets taken private amidst shifting market strategies. BlackRock’s bold acquisition of ports near the Panama Canal sparks financial excitement. The hosts question Apple’s innovation pace and discuss the implications of Scott’s decision to sell his Apple stock. They examine how recent product launches reflect on the tech giant's market position. Insights into corporate responsibility and the evolving landscape of media and retail management round out the conversation.
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Aspiration Fraud Prediction
- Scott Galloway predicted Aspiration's fraudulent activities four years prior.
- The company marketed itself as eco-conscious while charging excessive fees and misrepresenting its investments.
Declining TV Advertising
- Disney's layoffs reflect the declining linear TV advertising market. Traditional news anchors face pay cuts due to the changing media landscape.
Walgreens' Decline
- Walgreens' decline is attributed to overexpansion and an inability to adapt to modern pharmacy practices. Private equity acquisition and potential restructuring are discussed.