The Prof G Pod with Scott Galloway No Mercy / No Malice: The Great Rotation
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May 3, 2025 Explore the intriguing shift of capital from the U.S. to Europe and China amid political uncertainty. Discover how investment strategies are evolving, focusing on Chinese tech stocks and the dynamic growth of Alibaba versus Tesla. Delve into the impressive rise of BYD in the EV market and the innovative potential of electric vertical takeoff aircraft. Gain insights on navigating this shifting landscape, enriched by personal anecdotes and reflections on global socio-economic changes.
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Capital's Great Rotation
- Capital is shifting out of the U.S. due to political and economic uncertainty, with flows moving to Europe and China.
- This movement is likened to a major river changing course, accelerated by human intervention.
U.S. Stock Market Regression
- The decade-long U.S. stock outperformance is showing signs of regression toward historical averages.
- The current 13.8-year bull run is unusually long by past standards, suggesting a nearing shift.
Shift Investments for Returns
- Take profits on overvalued U.S. tech stocks such as Apple and Amazon.
- Explore investment opportunities in Europe and China where valuations are lower and potential returns higher.