Bulls vs. Bears: Who’s Right About This Market?

Scott Galloway and Ed Elson debate the bull and bear cases for the stock market at record highs, highlighting the market's dependence on cash-burning AI companies like OpenAI and Anthropic and the fragility of the AI trade. They also review SpaceX's stock after its first earnings report and share lockup expiration.

Scott Galloway and Ed Elson break down the bull and bear cases for the market at new record highs. They unpack how dependent the market has become on cash-burning companies like OpenAI and Anthropic, and therefore how fragile the AI trade is. Then they turn to SpaceX and check in on the stock following the company’s first earnings report and share lockup expiration date. Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.