Investors Are Turning Against Data Centers (Here's Why)

Ed Elson (0:01)

Support for the show comes from AlphaSpace by Yahoo Finance. AlphaSpace by Yahoo Finance is the advanced investing platform you've been waiting for.

My co-host Scott Galloway is a fan of the platform. Here is what he had to say.

Scott Galloway (0:15)

So I have been using Yahoo Finance as my portal for finance. I'm not exaggerating, about 30 years.

I think they do a great job.

Ed Elson (0:23)

You can explore AlphaSpace with a Yahoo Finance Gold subscription. And right now, your first year is 50% off. Head to yahoofinance.com/profg, that's yahufinance.com/profg.

Bill, there's $239.70 for the first year, then $479.40 thereafter. Offer valid for new subscribers in the US. Offer ends October 31st, 2026

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What's driving the Markets this week?

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What's on investors' minds as they look ahead?

SPEAKER_3 (1:01)

Find out on the Markets Podcast from Goldman Sachs.

SPEAKER_4 (1:05)

A breakdown of market moves and macro signals in 10 minutes or less. The Markets Podcast from Goldman Sachs.

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Scott Galloway (1:36)

Today is number 40 That's the percentage of global container exports that come from China. Ed, this morning I decided to play Frisbee with my youngest, and it kept getting bigger and bigger, and I couldn't figure out why, and then it hit me.

It's kind of cute, right? It's kind of cute.

Ed Elson (2:03)

Dad Jokes 101

Scott Galloway (2:05)

Does it make you want to have kids?

Ed Elson (2:06)

Absolutely. I can see it now. Frisbee in the backyard, playing catch.

I'm already very excited.

Scott Galloway (2:14)

Yeah, them screaming, I hate you, and not coming home when you're up late worried. Yeah, that's part of it too, just so you know.

Ed Elson (2:22)

Really?

Scott Galloway (2:22)

Just so you know.

Ed Elson (2:24)

Oh, damn. Okay. It's not what they advertised.

Scott Galloway (2:27)

I'm having such a nice time. My son, as you've probably heard, is a freshman at college, and I call him every day to relive college. I'm having such a- I'm back at college.

Ed Elson (2:36)

You're calling him every day? Let's ease up on that.

Scott Galloway (2:40)

I speak to both my sons every day.

Ed Elson (2:42)

Wow. Maybe I just don't speak to my parents enough, or didn't speak to my parents enough.

Scott Galloway (2:47)

So I think what you're saying is, your parents didn't give you enough love.

No. It's kind of my, I think of it as my, I do it a couple for a couple, well, I'm purchasing right now, but it's good. I think it's more for me. It lowers my blood pressure to hear my boy's voices. But I think that, yeah, I think it's good for both of us.

Ed Elson (3:08)

You're probably right. I'm probably being quite unfair.

Scott Galloway (3:12)

And it's not like a long drawn out conversation where I give them a lesson about interpreting odyssey for their life.

It's, hey, what did you do today? How did you do on the biology test? Bitch, you're not working on paying for everything and you need to do better.

And then, you know, who are they playing this weekend? What's going on? All right. Have a good rest of the night. I love you. As long as it's quick and crisp.

Ed Elson (3:33)

Yeah, you're right. Because actually, I think one of my problems in my conversations with my parents is we don't talk for a while. And then each phone call, you know, it's going to be like a 30 to 45 minute thing. Because there's so much context that you got to catch them up on. So yeah, maybe that's the solution. Sort of like a one minute check in daily.

It sounds like a lot though, but maybe it's good.

Scott Galloway (3:54)

Well, it's such a good hack. It's pick up the phone, what's going on? What are you doing? It's like I'm serious. It's like an anchor for me emotionally and mentally just hearing their voice quickly. And occasionally, they don't answer, so I just call back like an obsessive girlfriend.

I'm like, there's no hiding from the dog. There's no hiding from the dog. And then I start texting them and I'm like, you know I haven't paid your tuition yet. Pick up the phone.

Ed Elson (4:24)

Do you schedule the phone calls or you just spontaneous?

Scott Galloway (4:27)

I try and do it around the same time, so I know that they're free. I find I try and do it kind of like a little bit before bedtime, sort of as a, I like the idea that our conversations are the last things they do. But you know, my dad had a similar practice with me.