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

2026-09-28 · 70 min · 10 entities

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→ discusses Business company

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Feed category: Business
→ discusses Entrepreneurship website

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→ discusses Investing concept

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→ hosted by Vox Media Podcast Network company

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Feed author/publisher: Vox Media Podcast Network
→ hosted by Prof G Media & Vox Media company

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Feed author/publisher: Prof G Media & Vox Media

Entities found in this episode

companys 6

mentioned Vox Media Podcast Network company

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evidence rules-v5
Feed author/publisher: Vox Media Podcast Network
mentioned Prof G Media & Vox Media company

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evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media
mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business
hosted by Vox Media Podcast Network company

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evidence rules-v5
Feed author/publisher: Vox Media Podcast Network
hosted by Prof G Media & Vox Media company

0.40

evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media

websites 2

mentioned Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship
discusses Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship

concepts 2

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
discusses Investing concept

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evidence rules-v5
Feed category: Investing

Episode description as stored

Scott Galloway and Ed Elson break down why the data center buildout is making Wall Street increasingly anxious and examine some of the risks facing the industry. Then, they turn to Netflix’s struggles this year, with Scott explaining why he remains bullish on the stock despite its recent decline. Finally, they discuss Oura’s upcoming IPO, the concerns surrounding the company, and whether they’d want to get in on the offering. Subscribe to the Prof G Markets Youtube Channel Subscribe to the Prof G Markets newsletter Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices