Kara Swisher and Scott Galloway discuss a range of current events, including the vandalism of the Reflecting Pool and the ensuing political fallout, the resignation of UK Prime Minister Keir Starmer, Trump's public spats with Italian Prime Minister Giorgia Meloni, his interactions with tech leaders Mark Zuckerberg and Jeff Bezos, Amazon's decision to drop a movie about OpenAI, the performance of SpaceX stock, and the impact of GLP-1 drugs.
Yes, the hosts discuss weight loss drugs, specifically GLP-1s. Scott Galloway mentions that his cardiologist is considering prescribing a small amount to him for health reasons and notes the potential positive effects being discovered, such as a reduction in metastatic cancer growth rates when patients are on these drugs. They also touch upon the increased craving for whole foods and healthy proteins among users.
Yes, Scott Galloway makes explicit recommendations about how related stocks will perform.
He recommends buying Amazon stock, stating, "If you want to talk about AI, the adjacent AI plays to go after industrial robots of which Amazon has two and a half times the total amount of America... I think the only stock in all of these that I would buy right now is Amazon." (Timestamp: 39:53)
He also suggests shorting a basket of secondary AI players, saying, "If I could go short any category right now, it would be a basket of the secondary eye players." (Timestamp: 40:17)
He advises going long on GLP-1s, stating, "And if I could go long any category, it would be a GLP-1s." (Timestamp: 40:23)
