The Prof G Pod with Scott Galloway Prof G Markets: U.S. Equity Market, Strong Dollar, and Semiconductors
Jul 25, 2022
This week, Ed Elson, a property research analyst, joins to delve into the thriving U.S. equity market and the implications of a strong dollar. They discuss how various sectors are affected by the dollar's rise, revealing which companies might thrive or struggle with euro parity. The conversation shifts to the ongoing saga of Elon Musk and Twitter, predicting upcoming twists in corporate strategy. Lastly, they tackle government subsidies in the semiconductor industry, exploring their potential impact on American manufacturing and innovation.
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Episode notes
Market Rebound
- Many corporations haven't registered the recession.
- Earnings reports are better than expected, suggesting the market decline may be over.
Investment Strategy
- Hedge investments during uncertain times, such as through covered calls.
- Reduce leverage to avoid becoming a forced seller.
Geopolitical Recession
- Short-term market movements distract from larger geopolitical issues.
- These issues, such as war, climate change, and political division, pose significant risks.