Something Has Broken In The U.S. | Prof G Markets скачать в хорошем качестве

Something Has Broken In The U.S. | Prof G Markets

This week on Prof G Markets, Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how investors are navigating another Trump TACO. She also weighs in on turbulence in the Japanese bond market, the state of the AI bubble, and where investors should be focusing their attention right now. Subscribe to our Markets Newsletter! https://links.profgmedia.com/markets-... Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Note: We may earn revenue from some of the links we provide. Timestamps: 00:00 - Today’s number 00:29 - Today’s episode 09:56 - Interview with Katie Martin 10:07 - What were your takeaways from another TACO? 12:08 - How are you supposed to tell what is real and what is not? 16:45 - Why did all these global foreign markets outperform the U.S. by such a huge margin last year? 19:36 - Why should we care about the activity and tumult in the Japanese bond market? 23:24 - Ad Break 25:26 - Do we face human capital destruction, or a sharp cut in Big Tech valuations? 30:30 - What is your reaction to the results of the AI survey? 36:02 - Do you expect that the rotation out of the U.S. will continue in 2026? 41:17 - What level of investment power does Europe really have? 45:12 - Ad Break 46:32 - Do you think the U.S. market will underperform or outperform its peers abroad? 49:48 - Is there anything that you’re watching in the markets right now that you think deserves more attention? 50:57 - Is it accurate to say that your one word of advice would be diversification? 53:25 - Break 53:34 - Conclusion 59:15 - Credits Follow Scott on Instagram:   / profgalloway   Follow Ed on Instagram and X:   / ed_elson_     / edels0n   Subscribe to Prof G Markets on Spotify: https://links.profgmedia.com/markets-... Got a question for Prof G? Get answers on TikTok: https://links.profgmedia.com/tiktok Want more Prof G? Check out everything we're up to at: https://links.profgmedia.com/home #business #news #tech #financemotivation #stockmarket #profg #scottgalloway #profgmarkets #ai #earnings #stocks #inflation #investmentstrategies #investment #investing #gdp #podcast #recession #tariffs