The Next Inflation Wave Is Already Here | Prof G Markets

The Prof G Pod – Scott Galloway · · 1 hr 17 min

Scott Galloway examines how the Iran conflict is driving a new wave of inflation through energy, fertilizer, and freight costs, alongside lessons on side projects, Disney, and media strategy.

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The gist

  1. Fertilizer prices are up 25%, gas and diesel over 30%, and freight roughly 30%, with Americans spending $300 million more daily on gasoline than a month ago.
  2. Core PPI at 3.9% and GDP revised down to 0.7% in Q4 point to stagflation, which could wipe out expected interest rate cuts in 2026.

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