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The Prof G Pod with Scott Galloway

Prof G Markets: Has Apple Lost Its Mojo? + BlackRock’s $23B Bet on the Panama Canal

10 Mar 2025

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Still listening on the Prof G Pod Feed? Head over to the Prof G Markets feed and hit follow: Apple Podcasts Spotify  Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, breaking down why it could be a highly profitable move. They also discuss what Apple’s newest product launches reveal about the state of the company. Scott explains why he’s begun offloading his Apple stock, while Ed makes a prediction about where shares are headed in the next six months. Subscribe to the Prof G Markets newsletter  Join us for a live recording at SXSW Order "The Algebra of Wealth," out now Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Full Episode

0.828 - 21.049 Scott Galloway

Support for the show comes from Public.com. If you're serious about investing, you need to know about Public.com. That's where you can invest in everything, stocks, options, bonds, and more. And even under 6% or higher yield that you can lock in with a bond account. Visit Public.com slash PropG and get up to $10,000 when you transfer your old portfolio. That's Public.com slash PropG.

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21.389 - 42.694 Scott Galloway

Prof G. Paid for by Public Investing. All investing involves the risk of loss, including loss of principal. Brokered services for U.S. listed registered securities, options, and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA, and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.

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45.726 - 116.614 Host

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116.654 - 132.146 Scott Galloway

Thank you. Ah, that's good. Great joke. Yeah, the pedophile stuff never gets old. What's going on with you? What are you up to?

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132.346 - 152.036 Host

I'm doing very well. I'm in New York. I'm excited for South by Southwest. We're going to be heading over this weekend. Of course, this episode will be out by the time we're there, but I think it's going to be great. You know what I'm really excited for, though, is the flight back. Why is that? Flying with you. Oh, I'm sorry. I meant to tell you that there's just not enough... Not enough seats.

152.436 - 157.7 Host

There's only seven seats on the plane. How many seats are on the plane?

157.78 - 167.487 Scott Galloway

I don't know. I haven't counted. I can't go here. There's no way I don't come across as the world's biggest douchebag talking about the number of seats.

167.727 - 177.817 Host

You're right. I'm setting you up for failure. How about let's set you up for success here and just talk about this aspiration situation. Because you wrote about this first. four years ago.

178.077 - 198.932 Host

This is, by the way, one of my first jobs at Prof G Media, was you were talking about this company, Aspiration, and it was my job to go in and do the research because you had this feeling that this company, which was selling credit cards, but also positioned itself as helping with climate change, you said, this is definitely a bullshit company. You had the team look into it.

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