The Week: Iran, Brexit, SpaceX, and the Business of Sports

What It Covers

Scott Galloway and George Hahn analyze four converging stories: the fragile US-Iran ceasefire costing $132B, ten years of Brexit damage to UK GDP, SpaceX's volatile IPO losing $400B in a single day, and women's soccer's surging investment returns.

Key Questions Answered

• •Brexit as tariff warning: UK GDP per capita sits 8% lower and business investment 18% lower than pre-Brexit projections. The parallel to US tariff policy is direct — economic isolation carries measurable, decade-long costs that voters only recognize after the damage is done.
• •Women's sports valuation gap: NWSL and WNBA media rights valuations have increased tenfold, with distribution deals now spanning Amazon, ESPN, CBS, and Scripps. Investors seeking entry-level sports ownership are targeting women's leagues because men's franchise floors are already priced beyond accessible returns.
• •SpaceX IPO lockup risk: SpaceX surged 30% on day one then shed $400B in market cap within days — before any investor lockup periods expired. When lockups do expire, billions in early-investor shares will hit the market, creating significant additional downward price pressure.
• •UK structural failure — permitting and centralization: Britain's Green Belt laws block construction around major cities, producing some of the world's highest infrastructure costs and energy prices. Unlike US states, UK local governments lack independent tax-raising power, eliminating incentives to build housing or compete for investment.