Ed Elson, a Prof G media analyst, joins to dissect the recent tech IPO landscape, pondering whether public markets are in decline. He shares insights on Disney's massive $60 billion investment in its parks, exploring its implications for the entertainment giant's future. The discussion also dives into the FTX bankruptcy saga, unraveling family dynamics and strategies for navigating distressed assets. Listeners will gain a fresh perspective on where to find potential recovery in today's challenging market.

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.

In this engaging discussion, guest Ed Elson, a media analyst at Prof G, joins Scott to dissect the competitive landscapes of e-commerce giants Alibaba and Mercado Libre. They explore the surge in share buybacks over dividends and its implications for shareholder value. The conversation dives into how population decline is affecting national credit ratings and investment strategies, shedding light on the economic risks tied to aging demographics. It's a fascinating mix of market insights with a dash of humor!

Ed Elson, a Prof G Media Analyst, joins the dialogue to dissect Peloton's recent leadership upheaval amid substantial financial losses. They explore the implications of Masayoshi Son's potential third Vision Fund, contemplating the future of SoftBank's investment strategies. The conversation shifts to Walmart’s surprising venture into personal finance, showcasing its innovative banking initiatives and how they could disrupt traditional financial services. The podcast highlights the changing dynamics in both retail and finance, underlining corporate evolution.

Scott Galloway hosts Ed Elson, a media analyst, and Jason Stavvers, Editor-in-chief at ProfG media, as they dive into the shockwaves from Tucker Carlson's departure from Fox and its market ramifications. They discuss the future of IPOs through Johnson & Johnson's strategies, and dissect earnings from Google and Meta, highlighting unexpected victories in ad growth. The conversation also tackles the innovator's dilemma faced by Google, exploring how disruptive technologies are challenging its supremacy in search. It's a lively mix of insights on current market trends and the evolving media landscape.