DeepSummary
Scott Galloway begins by reminiscing about his days as an activist investor, including a proxy fight he had with his own company, Red Envelope. He shares stories from that time, including living with his sick mother and partying heavily at night. He also discusses his prediction that Nelson Peltz would not get a board seat at Disney and analyzes why Disney is currently a good investment opportunity.
The main portion of the episode is a conversation with Jared Cohen, the President of Global Affairs at Goldman Sachs. They discuss Cohen's book about former US presidents finding purpose after leaving office. Cohen shares his perspective on the rising tensions between the US and China, particularly around supply chains and the potential economic impacts. He also weighs in on the upcoming 2024 US presidential election.
Towards the end, Galloway opens up about the challenges of parenting and advises listeners to seek help when needed and forgive themselves. He emphasizes that good parenting is about spending time with your kids and providing a foundation of love.
Key Episodes Takeaways
- Scott Galloway reflects on his experiences as an activist investor, including a proxy fight with his own company.
- Disney is currently a good investment opportunity due to the potential profitability of its streaming business and its strong parks business.
- The rising tensions between the US and China, especially around supply chains, could have significant economic impacts.
- The 2024 US presidential election is shaping up to be a tight race with several variables like third-party candidates and potential indictments adding uncertainty.
- Terrorism remains a threat, and factors like migration and the spread of online content could lead to increased radicalization and extremism.
- Parenting is a challenging endeavor that requires time, love, and sometimes seeking outside help and guidance.
- It's important to forgive yourself as a parent and focus on providing a supportive foundation for your children's growth.
- Certain countries like India, Mexico, and nations in the Gulf region could benefit economically from the US-China tensions and shifts in supply chains.
Top Episodes Quotes
- “Is this who you want to be? Is that how you're going to find friends and meet girls and get a job, by just being disagreeable and difficult all the time?“ by Scott Galloway
- “The only thing, the only thing that worked was a base of love. But more than anything, the only thing that worked was time.“ by Adam Markman
- “If you're an indicted and incarcerated presidential candidate, there's nothing that prevents you from running for office. So you can theory, have a situation where, you know, somebody ends up as president of the United States, you know, while a convicted felon and, you know, wouldn't be able to cast a vote in their own election.“ by Jared Cohen
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Episode Information
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
4/11/24
Jared Cohen, the President of Global Affairs at Goldman Sachs and bestselling author of six books, joins Scott to discuss all sorts of topics including his research on past Presidents, geopolitical trends, and the global economy. Follow Jared on X, @JaredCohen.
Scott opens with his thoughts on his time as an activist investor.
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