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Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran

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Manage episode 498973010 series 3658663
Content provided by Vox Media Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vox Media Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damodaran also shares his insights on AI hype, Google’s valuation, and why chasing “the next Amazon” is a losing game. Plus, he gives his blunt take on Bitcoin-holding companies, the broken IPO pipeline, and how private markets are rewriting the rules for capital, liquidity, and access. Note: Prof G Markets will be on summer break until August 25th.

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149 episodes

Artwork
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Manage episode 498973010 series 3658663
Content provided by Vox Media Podcast Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Vox Media Podcast Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Aswath Damodaran, Professor of Finance at NYU's Stern School of Business, returns to the show to discuss America’s country risk in 2025 and how markets have become more reactive than predictive. Damodaran also shares his insights on AI hype, Google’s valuation, and why chasing “the next Amazon” is a losing game. Plus, he gives his blunt take on Bitcoin-holding companies, the broken IPO pipeline, and how private markets are rewriting the rules for capital, liquidity, and access. Note: Prof G Markets will be on summer break until August 25th.

Subscribe to the Prof G Markets newsletter

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow Prof G Markets on Instagram

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

149 episodes

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