01:13:24 · Scott Galloway, Ed Elson
There have been great powers with as much might as us, but there's never been a nation that has been this empathetic and this focused on having mutual beneficial relationships with other people by providing them dignity, providing them opportunity, and recognizing that it creates a virtuous wonderful circle. And I feel like that circle has been squared again for the first time, in the last decade. [01:13:49] S3: Amen. Agree. Okay. Let's take a look at the week ahead. We'll see inflation data from the consumer price and producer price indices for October. We'll see earnings from Constellation Energy, Skydance, CoreWeave, Cisco, Nebius, and Cerebras. Wow. CoreWeave, Nebius, Cerebras. Those guys have gotten crushed. Scott, any predictions? [01:14:06] S0: I'm just going... I'm just fascinated by this thing that Tom Lee said. The Deutsche Bank did the analysis and said that whenever there's been... That whenever Democrats have taken control of the Senate, regardless of the politics or the situation, the markets have ripped up. You know, markets on average are up eight or 9% a year. Whenever this has happened, markets are up 12% on average. So my prediction is we're gonna go 21 for '21, and in the next six months, we're gonna see an above above average returns in the S and P.
01:14:06 · Scott Galloway, Ed Elson
[01:14:06] S0: I'm just going... I'm just fascinated by this thing that Tom Lee said. The Deutsche Bank did the analysis and said that whenever there's been... That whenever Democrats have taken control of the Senate, regardless of the politics or the situation, the markets have ripped up. You know, markets on average are up eight or 9% a year. Whenever this has happened, markets are up 12% on average. So my prediction is we're gonna go 21 for '21, and in the next six months, we're gonna see an above above average returns in the S and P. [01:14:37] S3: My prediction, I think that the Democrats have been caricatured as these AI abolitionists. The data centers are over. They're gonna ban them. I don't think that's happening. I think we'll see some thoughtful regulation. I think these Democrats are sensible. Yeah. You might see some pauses, but come on. That's, in the grand scheme of things, not a big deal. I think that this is gonna be the era of sensible AI regulation. This episode was produced by Claire Miller and Alison Weiss and engineered by Benjamin Spencer. Our video editor is Jorge Cauti. Our research team is Dan Shalon, Kristen O'Donohue and Mia Silverio. Jake McPherson is our social producer. Drew Burrows is our technical director. And Catherine Dillon is our executive producer. Thank you for listening to Prof Markets from Prof G Media. If you liked what you heard, give us a follow and tune in tomorrow for a fresh take on the markets.
01:14:37 · Ed Elson, S7, S4
[01:14:37] S3: My prediction, I think that the Democrats have been caricatured as these AI abolitionists. The data centers are over. They're gonna ban them. I don't think that's happening. I think we'll see some thoughtful regulation. I think these Democrats are sensible. Yeah. You might see some pauses, but come on. That's, in the grand scheme of things, not a big deal. I think that this is gonna be the era of sensible AI regulation. This episode was produced by Claire Miller and Alison Weiss and engineered by Benjamin Spencer. Our video editor is Jorge Cauti. Our research team is Dan Shalon, Kristen O'Donohue and Mia Silverio. Jake McPherson is our social producer. Drew Burrows is our technical director. And Catherine Dillon is our executive producer. Thank you for listening to Prof Markets from Prof G Media. If you liked what you heard, give us a follow and tune in tomorrow for a fresh take on the markets. Ad[01:16:08] S7: Your sausage mcmuffin with egg didn't change. Your receipt did. The sausage mcmuffin with egg extra value meal includes a hash brown and a small coffee for just $5. Only at McDonald's for a limited time. Ad[01:16:20] S4: Price and participation may vary. Promotion pricing may be lower than meal pricing.
01:16:20 · S4, S8, S9
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