1:10:02Scott Galloway: Why I'm selling my American stocks
From My First Million · Published Mar 6, 2026 · Watch on YouTube
TL;DR
Scott Galloway is selling his American stocks because he believes the US market is overvalued, the S&P is at historic highs, and diversification is critical after losing his fortune twice. He argues GLP-1 drugs are the most transformative technology in decades—bigger than AI—and would mandate free distribution to solve the deficit.
Key insights
- The US brand at Davos shifted from "capitalism consumption and Bill Clinton" in 1999 to "chaos coercion and compliance" now; Galloway felt unsettled by how unsettled the world is.
- GLP-1 drugs are more transformative than AI; Galloway would as dictator put out an RFP for a billion doses and distribute for free to every rural household to cut healthcare costs from $13,000 to $6,5
- Old people have transferred wealth from young people via fiscal policy: average 70-year-old is 72% wealthier than 40 years ago, average 25-year-old is 42% less wealthy; he calls it "raping our economy
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