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.

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Prof G Markets · Aswath Damodaran Says There’s No Place to Hide in Stocks · 14 Nov 2025 podcast

It happened to a lesser extent, but it did happen with social media, and it's now happening with AI, perhaps on steroids, because of the magnitude of what the change that's coming.

But I think that this is part and parcel of change.

There will be a correction, there will be people are hurt, the economy will be hurt, but there will be change that comes out of it.

It almost is a cycle that repeats itself and this won't be the last time this happens.

Once you do this, people say, I've learned my lesson, I will never do this again.

And guess what?

Twenty years later, there will be a different bubble with a different acronym or a different buzzword or a different change driving it.

It's the way human you know, change in human beings occurs.

We overreach, we correct.

And we overreach again and correct again.

So to me, it doesn't doesn't surprise me that there's an AI bubble.

And the reason I would be wary about trying to make money off the bubble, because there are people saying if it's a bubble and it's going to burst, why can't I do the Michael Burry thing and sell short?

Is you need a catalyst.

Yes.

And with AI, it's tough to see what that catalyst will be, right?

It's not like you have a day of reckoning and you say there aren't enough AI products and services, I'm gonna correct.

That catalyst is going to be fuzzy, it's going to be difficult to kind of put together.

And that's why I agree with Michael Burry that that AI stocks are collectively overvalued.

We can we can whether you call it a bubble or not.

But I'm not ready to come to the conclusion that they're overpriced, because overpricing means that there's a catalyst, a demand-supply change that's going to cause the pricing.

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