Scott answers a question on Peloton’s recent collapse in value and explains why it’s the perfect opportunity for Nike or Apple to acquire the company. He then shares why he likes to invest in the picks-and-shovels of booming industries and offers advice on geographically diversifying your portfolio.
Music: https://www.davidcuttermusic.com / @dcuttermusic
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Today
China Decode: What's at Stake Ahead of Trump and Xi's September Meeting, and China's Biotech Surge
Alice Han and James Kynge look ahead to Trump and Xi's September 24 meeting in Washington, set against a busy stretch of Xi diplomacy, from the SCO summit to a first-ever trip to India, plus talk of a possible Trump-Putin-Xi trilateral in November. They dig into how trade, rare e ... Show More
48m 12s
Sep 4
The Week: When AI Escapes, and Wars Don't End
George Hahn connects the dots across the week's biggest stories: why neither side can afford to stop the war with Iran, what Dan Driscoll's resignation says about military readiness, and how 700 OpenAI agents escaped their sandbox while another model saved a thousand lives. Plus, ... Show More
24m 4s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s
Mar 2025
Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal
Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ... Show More
53m 46s
May 2021
Peloton, PayPal, and Investing in Real Estate
Peloton shares fall and its CEO apologizes for not recalling treadmills sooner. Activision Blizzard, Cloudflare, PayPal, and Square deliver stronger results than their stock movements indicate. Beyond Meat slips. Match Group connects. And Etsy tumbles. Motley Fool analysts Emily ... Show More
39m 10s
Sep 2022
Scott Galloway on CEOs, Big Tech, and Energy
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and pr ... Show More
39m 31s
Oct 2024
Can A Podcast Change Southwest Airlines? + The College Consulting Business
Scott and Ed open the show by discussing Kalshi’s new election contracts, the rest of the bank earnings, the repercussions of ASML’s 2025 sales guidance, and Amazon and Google’s nuclear energy deals. Then Scott breaks down why he thinks Elliott's new podcast is a smart tool for i ... Show More
55m 3s