The Next Inflation Wave Is Already Here
Key Takeaways
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Geopolitical Inflation - Ongoing global conflicts are acting as a primary catalyst for rising U.S. prices, making an economic recession a legitimate and growing concern.
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Strategic Prioritization - OpenAI’s decision to abandon 'side quests' highlights the critical need for high-growth companies to distinguish between productive innovation and resource-draining distractions.
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Media Evolution - To remain competitive, Disney’s incoming leadership must prioritize the 'clip economy' and adapt its content strategy to fit modern, short-form consumption habits.
Episode Description
Scott Galloway and Ed Elson unpack how the war is driving up prices across the U.S. and why they believe a recession is a real possibility. They then explore OpenAI’s shift away from “side quests,” with Scott offering a practical framework for deciding when a detour is worth pursuing, and when it’s a distraction. Finally, Scott outlines the top priorities for Disney’s new CEO, while Ed makes the case for why the company must start investing in the clip economy to stay competitive. Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices