The Prof G Pod with Scott Galloway Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
11 snips
Jan 23, 2023 
In this discussion, Ed Elson, a PropG media analyst, joins to dissect key market trends. They dive into Nelson Peltz’s activist approach toward Disney, triggering a proxy war. The conversation shifts to Goldman Sachs’ disappointing earnings, marking their biggest miss in a decade. The hosts also explore the evolving dating app market, with insights from Gen Z experiences on Hinge, tackling its subscription model and the monopolistic grip of Match Group, while discussing the challenges queer individuals face in the digital dating landscape.
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Population Implosion
- Declining birth rates pose a serious economic and societal threat, impacting workforce size and political systems.
- This is exacerbated by wealth transfer from younger to older generations, hindering younger people's ability to afford children.
Handling Activist Investors
- Silence activist investors by including them on the board. This shows receptiveness to shareholder concerns and leverages their expertise.
Peltz vs. Disney
- Nelson Peltz's stake in Disney is substantially larger than the entire board's combined holdings. Peltz criticizes Disney's balance sheet, overpayment for Fox, and dividend elimination.