Macro Strategy Podcast Summaries

Macro Strategy on Yedapo: 1 summarized podcast and YouTube episode. Each includes key takeaways, core concepts and notable quotes with timestamps.

The Week: Iran, SpaceX, and a Nervous Bond Market
The Prof G Pod with Scott Galloway
May 29, 2026
Global markets are signaling deep structural stress as rising oil prices and war-driven inflation push bond yields to 2007 levels. Simultaneously, the deepening China-Russia axis and unsustainable AI capital expenditures suggest a looming correction that investors and policymakers are currently ignoring.
Key insight: SpaceX is seeking a $2 trillion valuation despite generating under $20 billion in revenue, trading at 106x sales compared to NVIDIA's 22x, despite NVIDIA's vastly superior growth and profitability.