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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
Cash is trash.
Stocks look pretty attractive.
Something's gonna break.
Forget about it.
To the extent that there's going to be a correction, there's no place to hide in stocks.
I I can't see a way because if the Magt go down by 40%, it's not like the industrials are going to hold their value while this happens.
The panic that that's going to create is going to ripple through stocks.
You're an investor primarily investing in stocks and bonds.
My advice is even though historically you might never have invested in non-financial asset categories, this might be a time where you think about, you know, kind of at
least moving a portion of your portfolio, bigger chunk than ever, into cash or something close to cash, or maybe even collectibles.
Things that I I've never owned collectibles, but you know, for the first time in my investing history, I'm saying maybe I should hold something that is not going to be effective.
Inflation goes to 10%.
There's a market and economic crisis that is catastrophic, potentially catastrophic.
Perfect.
Stocks look pretty attractive.
Something's gonna
Other than Michael Burry, the rest of the talk is just talk, right?
I mean it's easy to talk about bubbles when there's no money behind it.
At least Michael's putting his money behind what he's saying.
No, but let's play the lawyerly game, which is you know how you can stipulate something and then let's stipulate this above.
Showing 661–680 of 1,201 · page 34 of 61
← Previous
Next →