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 months

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

Appearances

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Prof G Markets · Markets are Ignoring Catastrophic Risks — ft. Aswath Damodaran · 20 Feb 2026 podcast

Like you said, I think their margins and their cash flows, it just strikes me, the last time we spoke to you,

We had a difficult time zeroing in on what felt like a buying opportunity.

And our thesis has been that if you were to buy a basket of these software companies that have shed half a trillion to a trillion dollars, it feels like the first buy signal in a while.

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I want to focus in on two companies, the two biggest LLMs, Anthropic and OpenAI, which I would argue are technically public companies.

You can buy shares in the secondary market.

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