Tech partnerships dominate, energy shifts accelerate, and capital flows reshape the global economy
Episode Recap: Prof G’s Predictions for 2025
It's Prediction Time and we kick off the new year with an all-encompassing breakdown of Scott Galloway’s predictions for 2025. From tech titans forming alliances to emerging markets making a comeback, Scott lays down the trends and movements shaping the near future. Alongside Ed Elson, the duo digs into questions, challenges, and debates with razor-sharp insights and a dose of humor.
The Lowdown: Key Takeaways
Tech’s New Duopoly: OpenAI and Nvidia are crowned the power couple of AI, forming an unstoppable force in tech dominance.
Nuclear’s Revival: With energy demands surging due to AI, nuclear power is staging a massive comeback.
Emerging Markets Surge: After years of US dominance, capital is shifting toward cheaper, high-potential global markets.
YouTube Takes the Throne: The streaming giant is poised to dominate media with its unmatched engagement and ad model.
Podcasting Ascends: Politics and influence make podcasting the most dynamic medium of 2025.
Shein’s IPO Buzz: The fast-fashion disruptor’s London IPO is predicted to shake up markets and raise eyebrows.
M&A Frenzy: With record profits, corporations are gearing up for a surge in mergers and acquisitions.
Banning Phones in Schools: A global trend aimed at improving student engagement and mental health gains momentum.
The Year of Testosterone: Social and political landscapes see a shift toward narratives rooted in masculinity and high-energy engagement.
Deep Dive: The Predictions
"OpenAI and Nvidia: The New Wintel"
AI’s power players have an unprecedented grip, with a combined $3.5 trillion market cap. As the foundation of AI tools and apps, their dominance rivals the old Intel-Microsoft partnership.
“This is the new duopoly of the age.” – Scott Galloway
"The Future Runs on Nuclear"
AI’s appetite for energy is reigniting nuclear energy discussions. Giants like Meta and Bezos are investing in nuclear power plants to sustain operations, marking a clean energy shift.
“Most roads lead to nuclear—it’s clean, reliable, and scalable.” – Scott Galloway
"Emerging Markets: The Underdog Returns"
Capital is flowing out of overpriced US stocks and into emerging economies like Argentina and Brazil. With high growth potential and undervaluation, these markets are primed for a rebound.
“We’re at a cyclical high for the US—it’s time to hunt for value elsewhere.” – Scott Galloway
"YouTube Eats Everyone’s Lunch"
With 11% of total streaming hours and unrivaled ad sophistication, YouTube outpaces Netflix and becomes the go-to platform for creators, viewers, and brands alike.
“Young people are intoxicated with YouTube. It’s where the action is.” – Scott Galloway
"Politics Makes Podcasts Boom"
Elections fuel podcasting as the primary medium for political messaging and influence. Younger, persuadable audiences make it the perfect vehicle for campaigns and advertisers.
“Podcasts are where elections are won in 2025.” – Scott Galloway
"Shein’s IPO: Disruption at Scale"
Shein’s lean, AI-driven fast-fashion model positions it as 2025’s hottest IPO. Despite controversy over fast fashion, its efficiency and profitability overshadow concerns.
“Shein is a software company pretending to be a retailer.” – Scott Galloway
"M&A Is Back in Style"
With looser FTC scrutiny and cash-loaded balance sheets, companies are preparing for a massive wave of acquisitions. Expect big moves in 2025.
“It’s open season for M&A after years of a deep freeze.” – Scott Galloway
"The Phone Ban Revolution"
Countries and schools worldwide are banning phones and social media for kids under 16. The evidence? Better test scores and mental health.
“No one regrets banning phones. It’s a win for kids.” – Scott Galloway
"Testosterone’s Takeover"
In politics, media, and culture, narratives targeting young men gain traction. This “year of testosterone” reflects broader shifts in societal dynamics.
“Trump flew straight into the manosphere—and it worked.” – Scott Galloway
What’s Next? Listener Questions
"What are the best ways to invest in nuclear energy?"
Stocks like Constellation Energy and Vistra are great options. Look into nuclear ETFs for diversified exposure, and consider materials suppliers for niche opportunities.
"How can Gen X mentor Gen Z?"
Take an active role in a young man’s life—whether it’s through mentorship programs or personal connections. Relationships and role models are critical for societal and individual success.
Final Word: A Big Year Ahead
The Prof G team reflects on an incredible 2024 and looks forward to 2025 with optimism and ambition. From new media strategies to embracing bold predictions, the future is wide open.
Stay tuned for more insights and analysis every Monday on Prof G Markets.
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