The Prof G Pod with Scott Galloway Trump and Canada, How ‘Resist and Unsubscribe’ Affects Scott’s Investments, and the Power of Focus
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Feb 13, 2026 Scott dissects escalating U.S. pressure on Canada and the trade dynamics behind it. He outlines a personal campaign to unsubscribe from major tech platforms and what that might signal to markets. He champions ruthless focus as a career edge, urging commitment to one skill and smart team building.
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Proximity Drives Trade Value
- Trade volume is overwhelmingly a function of proximity, making Canada and Mexico natural U.S. partners.
- For every dollar the U.S. exports, the value to American shareholder and company economics is often multiples higher than the dollar Canada earns exporting low-margin goods.
Asymmetry Often Favors The U.S.
- U.S. imports from Canada often carry low margins while U.S. exports (tech, services) generate much higher shareholder value.
- Any asymmetry in trade has generally benefited the U.S., not Canada.
Tariffs Undermine The Global Operating System
- Trump's trade framing emphasizes tangible sectors (dairy, autos, lumber) that resonate politically despite poor macro logic.
- Aggressive unilateral trade moves risk fraying the postwar rules-based order that enabled global prosperity.