Aswath Damodaran

speaker

1,201 appearances 7 recordings 3 series first heard May 2025 last heard 7 Aug

Aswath Damodaran’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.

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Prof G Markets · Aswath Damodaran: Big Tech Has No Idea How AI Pays Off · 7 Aug 2026 podcast

And that's good because it extracts the counter-narratives from not just the company, but from other investors who disagree with.

And I think in many ways it's you know it it shows you the power of hype.

the power of momentum and how social media is added to that momentum factor, which is, I mean, this is the ultimate social media experiment, because you think of Grok and X, and basically you've got this.

And social media is like riding the tiger.

It's, you know, it's uh it's great when you're on the back of the tiger, but sooner or later you're going to slip up and end up being its

Meals.

So I think it shows you both the upside and the downside of social media driving prices.

But I think as more numbers come out of the company, as the earnings, much as we take issue with the earnings we're seeing from the Mag 7.

No.

We extract information from it that is useful in kind of finessing our story.

So once you go public, that is something that these companies will face is now in addition to telling the story, you got numbers that come out.

And either your story is consistent with your own numbers or people are going to look at the inconsistency.

So now I think that there are more tests coming and I think

for SpaceX and these other companies as they go public.

It'll be experiment worth watching.

It'll show up in the market press.

No two corrections ever work out the same way.

So I mean I part of me doesn't want to see a correction because of what it'll do to

any port every portfolio in the US.

But part of me just you know, from a market observer standpoint, I am interested and I'm much more aware now than I was in two thousand one of the catalysts that created.

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