Investors / stance tracking
What Scott Galloway is saying
NYU Stern professor & podcast host
26 dated public stances tracked since 2024-08-03, most recently 2026-08-17. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Scott Galloway's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Scott Galloway is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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26
tracked stances
20
themes
0
side flips
2026-08-17
last heard
Returns 90d +7.3% (n=14) · 180d +24.9% (n=7) · 1y +19.2% (n=5)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| ENERGY | 2 | 2 bullish | 2026-07-22 | |
| LLY | 2 | 2 bullish | 2026-06-05 | |
| AAPL | 1 | 1 neutral | 2025-05-29 | |
| ABNB | 1 | 1 bullish | 2024-10-19 | |
| AMZN | 1 | 1 bullish | 2025-10-30 | |
| BITCOIN | 1 | 1 bullish | 2025-03-05 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-08-17
SPACEX
bearish
Prof G Pod (Galloway) · video
SpaceX's IPO was financial engineering — artificial demand via forced NASDAQ 100 inclusion and an artificially small 5% float inflated a 94x-revenue valuation that Galloway calls worth $10–$30; but meme-stock dynamics make shorting dangerous despite the…
“I think this is a 10 to $30 stock there... I wouldn't get near this thing because I wouldn't even short it”
“SpaceX Is a $10 Stock” | Office Hours
2026-08-12
long European Equities
pair
Prof G Pod (Galloway) · video
Rotate from overvalued, over-concentrated US equities (Shiller CAPE at 41 — second highest in 140 years, 10 stocks = 40% of S&P) into European index funds trading at roughly half the US valuation multiple, with an additional currency tailwind as USD weakness…
“I'm investing in European index funds... Europe's kind of been left for dead, which says to me there's opportunity”
Scott Galloway: Why I Moved to Europe | Office Hours
2026-07-22
ENERGY
bullish
Prof G Pod (Galloway) · video
Iran's control of the Strait of Hormuz is forcing every nation to accelerate domestic renewables investment, while the economics of clean energy have already crossed the threshold of being cheaper than fossil fuels even without subsidies
“we're about to see an absolute tailwind or an afterburner around the investments required to create greater renewable technologies”
Elon Musk’s Space Centers Are a “Fever Dream” | Office Hours
2026-07-22
TSLA
bearish
Prof G Pod (Galloway) · video
Tesla's valuation was engineered beyond fundamentals via meme/cult dynamics and Goldman/JPM-backed IPO mechanics and cannot sustain at ~100x revenue
“that thing is not going to survive at 100 times revenue or that valuation isn't going to survive”
Elon Musk’s Space Centers Are a “Fever Dream” | Office Hours
2026-07-13
European Equities
bullish
Prof G Pod (Galloway) · video
Europe has been left for dead by investors creating a classic contrarian entry point, analogous to distressed real-estate markets that subsequently recovered
“Europe's been sort of left for dead, and I find that's when you buy”
The AI IPO Wave Is Coming — Here's What It Does to Your Portfolio | Office Hours
2026-07-06
Big Tech
bearish
Prof G Pod (Galloway) · video
Organizations cannot demonstrate ROI from AI spending — 90% of 6,000 surveyed executives report no productivity impact — making current valuations unsustainable as corporate CFOs shift from experimentation to ROI accountability, triggering a drawdown…
“I'm a bear around AI stocks right now...it feels almost impossible for their growth and earnings to meet the expectations”
Scott Galloway on Why Most AI Stocks Are About to Get Crushed
2026-06-19
SPACEX IPO
bearish
Prof G Pod (Galloway) · video
SpaceX's IPO pop is manufactured scarcity — NASDAQ waived 12-month inclusion rules creating $20-50B in forced index buying while the company issued only half the standard float (5% vs 10%), producing artificial demand that will eventually leak at 112x…
“I would look at this as a trade not as an investment because eventually that manufactured scarcity begins to leak”
The Week: Elon Musk Becomes the World's First Trillionaire
2026-06-05
SPACEX, OPENAI, ANTHROPIC PRE-IPO SHARES
bearish
Prof G Pod (Galloway) · video
These companies are heading to IPO at a combined ~$4 trillion valuation during what Galloway explicitly likens to the 1999 dot-com bubble peak, making current holders should exit before the crash
“If any of you hold shares in any of these companies, just trust me on this as a guy who was looking at jets when he was 34. Sell everything.”
The Week: AI, GLP-1s, and Scott's Iran War Reversal
2026-06-05
LLY
bullish
Prof G Pod (Galloway) · video
GLP-1 drugs like Zepbound work nearly universally, address obesity as a 'nodal health condition' linked to 200+ chronic diseases, and may be more broadly transformative than AI, justifying long-term bullish conviction on Eli Lilly
“Scott has been saying for a while that GLP-1 drugs may be more transformative than AI.”
90d +2.6%
The Week: AI, GLP-1s, and Scott's Iran War Reversal
2026-06-04
LLY
bullish
Prof G Pod (Galloway) · video
Eli Lilly is the closest thing to a pure-play index fund on GLP-1 technology, which Galloway believes is more transformative than AI and is significantly underhyped relative to its potential to reshape healthcare costs and treat 200+ chronic diseases.
“I think arguably Lily is the closest to an index fund or a pure play investment in GLP-1s”
90d +3.2%
Can GLP-1s Save America's Healthcare System?
2026-06-03
ENERGY
bullish
Prof G Pod (Galloway) · video
Renewables are the cheapest and fastest way to add grid capacity, so private-sector investment keeps flowing regardless of policy headwinds, and any spike in oil prices acts as an accelerant
“renewables keep getting built because they're simply the cheapest and fastest way to add grid capacity”
90d +11.1%
Scott Galloway: Stop Demonizing Billionaires and Start Taxing them | Office Hours
2026-05-29
Private Credit
bearish
Prof G Pod (Galloway) · video
AI companies funded by floating-rate private credit face a dual squeeze as rising bond yields inflate debt service costs while CapEx continues to outpace revenues that—per multiple analyses—cannot scale in line with spend
“what happens when their debt service costs go up, and then they hit a bump in the road”
90d -7.3%
Iran, SpaceX, and a Nervous Bond Market | The Week
2026-05-27
INTERNATIONAL EQUITIES
bullish
Prof G Pod (Galloway) · video
US outperformance cycle has run ~15 years — nearly double the historical 8-year average — while international equities trade at or below their 20-year median forward PE and every US sector trades above it, implying mean reversion in regional leadership
“I would buy US equities, but I would also diversify geographically”
Should You Still Trust US Stocks? Scott Galloway's 20-Year Investing Playbook | Office Hours
2026-05-27
GLP
bullish
Prof G Pod (Galloway) · video
GLP-1s are structurally transformative because they are the first technology to scaffold on human consumption instincts rather than exploit them, correcting a biological mismatch that big-tech platforms have monetised for decades
“It's going to be bigger than AI”
90d +7.1%
Should You Still Trust US Stocks? Scott Galloway's 20-Year Investing Playbook | Office Hours
2026-04-20
MSFT
bullish
video
Microsoft is trading at historically low forward multiples post-drawdown, representing a value entry point that investors will likely reflect on positively over a decade-long horizon
“when Microsoft is trading at its lowest multiples and you're going to talk about this in a decade, you think, well, maybe that's not a bad value”
90d -3.6%
2026-04-20
NVDA
bullish
video
Post-drawdown multiple compression to ~24x forward earnings makes Nvidia a reasonable store of value even amid geopolitical uncertainty, as AI demand and earnings remain intact
“you can invest in Nvidia at 24 times forward earnings or something, it's like it's not a bad store of value”
90d +0.7%
2025-10-30
AMZN
bullish
Prof G Pod (Galloway) · video
Amazon's 30,000-person corporate layoff sets up a Meta-style quarter where massive headcount reduction combined with revenue growth produces an outsized earnings beat and stock surge, as AI enables the same human-capital arbitrage Meta already demonstrated
“their stock is going to surge their stock and their earnings are going to surge”
90d +9.0% · 180d +16.5%
Trump’s Casino Economy (and Why You’ll Lose) — with Kyla Scanlon | Prof G Conversations
2025-05-29
AAPL
neutral
Prof G Pod (Galloway) · video
Tariff threats and China-decoupling risks are not existential for Apple because neither Xi nor Trump can afford to lose the company — its supply chain and iOS ecosystem are too deeply embedded in both economies for either leader to seriously disrupt
“I think these Apple tariffs or threats of tariffs on Apple are nonsense. I don't think Trump can challenge the cult of iOS.”
Patrick McGee on How China Captured Apple | Prof G Conversations
2025-04-09
RDDT
bullish
Prof G Pod (Galloway) · video
Reddit is the 6th most visited website globally yet trades at 50–60x less than attention-comparable platforms like Google, YouTube, and Facebook, and its monetization will eventually catch up to its traffic position as it has with every major…
“I think Reddit is a good long-term hold”
90d +31.7% · 180d +83.7% · 1y +24.8%
The Reddit Hotline with Scott! Plus Generational Wealth & Dirty Jokes | Office Hours
2025-04-09
long EUROPEAN VALUE STOCKS / short SPX
pair
Prof G Pod (Galloway) · video
US equities sit at the 98th percentile of historical PE valuations while European value stocks sit at the 2nd percentile, signaling that capital flows are set to reverse and non-US markets will outperform US markets
“non-US markets are going to outperform US markets”
The Reddit Hotline with Scott! Plus Generational Wealth & Dirty Jokes | Office Hours
2025-03-14
LA
owns
Masters in Business · video
Ultra-high-net-worth individuals concentrate in a handful of global cities creating sustained captive demand for real estate, underpinned by half of all US consumer spending being driven by top earners
“I've been buying real estate in those places”
Barry Ritholtz - How Not to Invest | Prof G Conversations
2025-03-14
short US GROWTH EQUITIES / long EUROPEAN VALUE EQUITIES / long LATIN AMERICA EQUITIES
pair
Masters in Business · video
US growth equities at the 98th percentile of historical valuation versus European value at the 2nd percentile creates a compelling rotation from overvalued US growth into deeply discounted international value
“us growth is at 98%... European value was at 2% meaning 98% of its history had been higher”
Barry Ritholtz - How Not to Invest | Prof G Conversations
2025-03-05
BITCOIN
bullish
Prof G Pod (Galloway) · video
Bitcoin's algorithmic cap at 21M coins creates credible scarcity that makes it a hedge against dollar debasement and currency risk, unlike fiat which inflates endlessly
“put a little bit of money in...I would just probably do Bitcoin”
90d +16.4% · 180d +20.6% · 1y -21.8%
Thoughts on Bitcoin, How to Stand Out When Applying, & Inheritances | Office Hours with Prof G
2025-03-05
long International Dev / short SPX
ratio
Prof G Pod (Galloway) · video
The US represents ~70% of global capital markets (equity + debt combined) vs 30% for the rest of the world, making international equities relatively cheap and offering more upside from reversion to fair weight
“if you can buy the US for $70 or the rest of the world for 30, I would argue there's more upside”
90d +1.6% · 180d +0.8% · 1y +4.6%
Thoughts on Bitcoin, How to Stand Out When Applying, & Inheritances | Office Hours with Prof G
2024-10-19
ABNB
owns
Prof G Pod (Galloway) · video
Record $4.3B trailing-12-month free cash flow, 20% net income margins, and multiple untapped category expansions (services marketplace, international markets, co-host network) mean strong fundamentals are catching up to a frothy 2020 IPO price, creating a…
“I am a shareholder it's one of my biggest Holdings I'm a big fan of the company”
90d -1.5% · 180d -17.9% · 1y -7.3%
Brian Chesky - Scaling Airbnb, Founder Mode, and What’s Next for Travel | Prof G Conversations
2024-08-03
NFLX
bullish
Prof G Pod (Galloway) · video
Netflix is one of the handful of streaming services that will survive the coming consolidation shakeout because it spent two decades building distribution scale without a legacy linear cost structure that competitors are now struggling to unwind
“Netflix survives”
90d +26.3% · 180d +62.6% · 1y +95.6%
Matthew Ball - Is It Time to Remember the Metaverse? | Prof G Conversations
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