The Prof G Pod with Scott Galloway Prof G Markets: Breaking Down 2024 Predictions + Audience Comments and Pushback
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Jan 8, 2024 Scott and Ed break down bold predictions for 2024, touching on stock picks and the future of popular platforms like YouTube and TikTok. They dive into the potential housing boom driven by urban migrations and reduced rates. Insights into Disney and Warner Bros highlight challenges in the streaming landscape, while Netflix's venture into live sports shifts the viewing paradigm. They also tackle the impact of AI on businesses and geopolitical dynamics, providing a thorough analysis of the upcoming election landscape and its uncertainties.
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Housing Boom 2024
- Scott Galloway predicts a housing sales boom in 2024 due to pent-up demand and lower interest rates.
- Alternative housing solutions and VC-backed city incorporation will also contribute.
Streaming Laggards
- Consider Disney and Warner Bros. Discovery as stock picks for 2024, dubbed "streaming laggards".
- These companies possess iconic assets, and their stocks are at 10-year lows, presenting potential upside.
TikTok vs. Netflix & Spotify
- TikTok's increasing popularity and single-channel format pose a threat to Netflix and Spotify.
- TikTok's superior recommendation algorithm and elimination of choice overload contribute to its appeal.