tadamichi
“Stay in your lane” is a person’s way of saying they disagree with you, but they’re too lazy to counter your point(s) with any evidence or argument. I get this a lot when I talk about politics. Separating business from politics is akin
The Great Rotation
Summary
- The world’s biggest yard sale is taking place now that brand America is sick, and the world is on the front lawn, hoping to pick up $26t in economic activity on the cheap.
- Capital flows into EU index funds and institutional interest in investing in the U.S. are at 30-year highs and lows, respectively.
- As such, I believe Europe and China represent investment opportunities. Since the fourth quarter of 2024, I’ve been reallocating capital out of the U.S.
- I believe Alibaba is well-positioned to continue to take advantage of the U.S.-China AI race.
Scott Galloway is a Professor of Marketing at the NYU Stern School of Business where he teaches brand strategy and digital marketing. In 2012, Professor Galloway was named “One of the World’s 50 Best Business School Professors” by Poets & Quants. He is also the founder of Red Envelope and Prophet Brand Strategy. Scott was elected to the World Economic Forum’s Global Leaders of Tomorrow and has served on the boards of directors of Eddie Bauer (Nasdaq: EBHI), The New York Times Company (NYSE: NYT), Urban Outfitters, and UC Berkeley’s Haas School of Business. He received a B.A. from UCLA and an M.B.A. from UC Berkeley.