Inflation Is Soaring — Here’s What Happens Next
Summary
Hosts Scott Galloway and Ed Elson analyze rising inflation driven by tariffs and geopolitical tensions, warning that slowing consumer spending could hurt Big Tech ad revenues. They critique Cerebras’s IPO, citing excessive valuation and reliance on UAE state-backed clients, while noting a decline in dating app usage linked to AI and societal shifts. The episode also promotes their upcoming live tour featuring guests like Ted Sarandos and Anthony Scaramucci.
Topics discussed
Sponsors: Adobe, Thumbtack, and Odoo
Lottery spending, kids, and podcast tour announcements
Inflation reports, tariffs, and societal unrest
How inflation impacts tech stocks and ad spending
AI companies as new advertisers and market risks
Sponsors: Quince, Vanta, and Upwork
Cerebras Systems IPO and financial concerns
Sponsors: Laredo, Priceline, and Indeed
Dating app struggles and the rise of AI relationships
Modern dating costs, materialism, and courtship
Week ahead: Fed minutes, inflation, and closing
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