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Experts Warn of Imminent Market Reckoning Amid AI Gains

11/19/2025

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Summary

Story summary

Scott Galloway, an NYU marketing professor, warned of a reckoning within the next year due to generational inequality.
Aswath Damodaran, NYU Finance Professor, echoed this, saying the market may not be accounting for a catastrophic crisis.
They noted that 75% of S&P 500 gains are AI-related, and rising gold prices signal a fragile market.
Damodaran warned valuations are inflated, especially Nvidia, and he may shift into cash or collectibles.

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Story summary

Scott Galloway, an NYU marketing professor, warned of a reckoning within the next year due to generational inequality.
Aswath Damodaran, NYU Finance Professor, echoed this, saying the market may not be accounting for a catastrophic crisis.
They noted that 75% of S&P 500 gains are AI-related, and rising gold prices signal a fragile market.
Damodaran warned valuations are inflated, especially Nvidia, and he may shift into cash or collectibles.