Pivot Predictions: Scott’s Big Tech Stock Pick, The Next Bailout, and President JD Vance?

The hosts, Kara Swisher and Scott Galloway, present their annual predictions episode, focusing on AI, business, politics, and entertainment for 2026. Galloway predicts a major drawdown in AI stocks due to China's AI dumping strategy, potentially re-rating down the Magnificent Seven. Swisher anticipates significant advancements in robotics combined with AI, particularly in manufacturing and automation, but not in humanoid robots. In business, Galloway forecasts Amazon as a top stock pick due to margin expansion from AI and robotics in its retail operations. Both express concerns about the potential downsides and manipulation within prediction markets like Polymarket and Cali, highlighting insider trading risks and the gamification of serious events.