Something Has Broken In The U.S. | Prof G Markets

Описание: This week on Prof G Markets, Ed Elson and Scott Galloway are joined by Katie Martin, markets columnist and editorial board member at the Financial Times, to break down how investors are navigating another Trump TACO. She also weighs in on turbulence in the Japanese bond market, the state of the AI bubble, and where investors should be focusing their attention right now.

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Timestamps:
00:00 - Today’s number
00:29 - Today’s episode
09:56 - Interview with Katie Martin
10:07 - What were your takeaways from another TACO?
12:08 - How are you supposed to tell what is real and what is not?
16:45 - Why did all these global foreign markets outperform the U.S. by such a huge margin last year?
19:36 - Why should we care about the activity and tumult in the Japanese bond market?
23:24 - Ad Break
25:26 - Do we face human capital destruction, or a sharp cut in Big Tech valuations?
30:30 - What is your reaction to the results of the AI survey?
36:02 - Do you expect that the rotation out of the U.S. will continue in 2026?
41:17 - What level of investment power does Europe really have?
45:12 - Ad Break
46:32 - Do you think the U.S. market will underperform or outperform its peers abroad?
49:48 - Is there anything that you’re watching in the markets right now that you think deserves more attention?
50:57 - Is it accurate to say that your one word of advice would be diversification?
53:25 - Break
53:34 - Conclusion
59:15 - Credits

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