Office Hours: Apple Stock and China. Should Young People Pursue a Career in Sales? And How to Bounce Back After Layoffs

Apple & Geopolitics

Scott Galloway addresses the potential impact of geopolitical tensions between China and Taiwan on Apple's stock. He acknowledges the complexity of predicting such risks but notes Apple's efforts to diversify away from China while remaining deeply intertwined with the country. Scott suggests that the mutual dependency between Apple and China may reduce the likelihood of conflict, as both parties benefit from their relationship 1.

The bravery of the Ukrainian army that is pushing back against a much bigger, more ferocious army, which is probably giving Chinese generals some pause.

--- Scott Galloway

He emphasizes that while geopolitical risks are significant, they should not be the sole factor in investment decisions 2.

   

Diversification

Scott advises investors to focus on diversification rather than solely on geopolitical risks when managing their portfolios. He highlights the importance of balancing investments across different asset classes and regions to mitigate potential risks.

Spend more time trying to balance your portfolio across different asset classes in different regions, because your kevlar is diversification.

--- Scott Galloway

Scott also notes that while Apple has been a strong performer, it is crucial to regularly reassess its weight in one's portfolio to ensure a balanced investment strategy 2.