The Prof G Pod with Scott Galloway Prof G Markets: The Nasdaq’s Rally, Threads vs. Twitter, and Yahoo’s Return to the Public Markets
15 snips
Jul 10, 2023 
Scott Galloway hosts Ed Elson, a Prof G media analyst, to dissect the impressive 32% surge of the Nasdaq in the first half of the year, fueled by optimism in AI and major tech stocks. They dive into the fierce competition between Meta's Threads and Twitter, examining the implications for social media. Scott shares insights on his strategic investment in Yahoo, reflecting on its dramatic corporate transformation and possible comeback. The dynamic discussion offers a multifaceted view of today’s market trends.
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Innovation and Risk-Taking
- Regularly try new, mildly crazy things, even if they fail.
- Learn when to pull the plug to minimize losses, like Goldman Sachs with its consumer banking efforts.
Evaluating Decisions
- Judge decisions based on information available at the time, not just outcomes.
- Goldman Sachs' consumer banking attempt, while unsuccessful, was likely the right decision given the context.
Interpreting Supply Chain Rumors
- Treat supply chain rumors with skepticism, as they often lack meaningful impact.
- Apple's rumored production cuts for the Vision Pro headset may not indicate weak demand, as similar rumors have surfaced before.