Bond Investors Are Panicking — And They May Be Right
Summary
Hosts Scott Galloway and Ed Elson discuss rising bond yields driven by inflation and geopolitical tensions, warning of potential Fed rate hikes and stress on AI companies. They critically analyze SpaceX’s IPO filing, arguing its $2 trillion valuation is unjustified by its massive losses in the AI division. The episode also covers James Murdoch’s acquisition of Vox Media’s podcast network and New York Magazine, highlighting the shift in digital media ownership.
Topics discussed
Sponsors: Monday.com, Thumbtack, and Odoo
Intro, Property Markets Tour, and Mystery Guest
Rising Bond Yields, Inflation, and Economic Risks
Sponsors: Delete Me, Framer, and SoFi
SpaceX IPO: Financials, Valuation, and XAI Losses
Sponsors: Verizon Business and Peloton
James Murdoch Acquires Vox Media Podcast Network
Market Predictions and Show Credits
Outro and Sponsors: Bloomberg and iSIMS
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