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 · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
Because in two thousand one, if you remember, it wasn't a single catalyst.
It was just a collection of small things happening.
Now, as you said, you know
Mm, not even dominoes falling, but trees falling in the forest.
And eventually you wake up and say, oh my God, half the forest is gone.
So, you know, I'm keeping tabs as I can, you know, whether it's on the investor side, where you see a meltdown of a hedge fund shutting down because it made too much of a bet in AI, or on the company side where you see companies stepping back from the brink and saying, We screwed up, we're going
Of write-off that now we still haven't seen a major AI capex write-off.
from a company yet, because that'd be the ultimate admission of, hey guys, we screwed up.
We've admitted we screwed up and we're not only going to do this anymore.
Right?
Whether that'll happen after the correction or before the correction or whether it'll trigger the correction.
So I'd keep my eyes on accounting revisions and you know restructuring charges and look at what's being written off.
Of how this correction will play out.
What do you do about inclusion criteria that are keeping out some of the largest companies in the marketplace?
It's kind of like that.
The risk is it's a self-perpetuating process that has no natural limit.
They have to have a much higher income than they used to to grab onto the first rung of the homeownership ladder.
If you are starting later, invested in the stock market, you're probably in good shape.
Prof G Markets · Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran · 20 Feb 2026
podcast
Today's number, $792,000.
That's how much Singapore is paying its athletes who win gold at this year's Olympics.
Showing 481–500 of 1,201 · page 25 of 61
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