Shifting Capital Dynamics
A significant rise in interest rates has prompted a reevaluation of portfolio strategies, particularly the shift from cash to fixed income investments. Both Scott and Aswath highlight the long-overlooked penalty of holding cash, as higher yields on safe investments become available. They discuss the implications of easy access to risk capital over the past decade, suggesting that while disruption can drive innovation, it often comes at a cost to existing businesses and the economy.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran
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