“I think that just as SaaS companies have been oversold, some of these PE or what they call business development or private credit companies have been oversold.”
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Private credit company stocks (Apollo, TPG, Blue Owl) appreciate relative to the S&P 500 over the next 12-24 months
Scott predicts that within 30 days, multiple CEOs will publicly refuse to cooperate with the Trump administration, following Dario Amodei's example at Anthropic.
Scott predicts S&P 500 will decline 20-40% from peak and Bitcoin will fall to $30,000 by August 2026.
Scott predicts major European banks (Deutsche Bank, BNP Paribas) will announce significant write-downs on emerging market debt, triggering credit spread widening.
Scott Galloway will focus the Resist and Unsubscribe campaign on ChatGPT for the next few weeks.
Scott Galloway predicts that within ten years, one of Disney or WBD will be worth $300 billion, while the other will be sold for parts to Netflix.
Scott Galloway predicts that both OpenAI's adult mode and Meta's gambling/prediction market product will launch.
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