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

to move back down.

So you can believe that AI is overvalued.

But the market is pricing AI and it doesn't seem to be as concerned and until there's a catalyst that causes the two to converge.

You can believe there's a bubble, but not much you can do about it.

It's not just defensive.

There's no business argument in there, right?

There's I mean, you run a business.

I want to hear your business rationale for why small revenues will become big revenues and you're going to be able to make profits on those revenues.

He doesn't even try that.

I mean, it's and you may very well be right.

OpenAI might be the trigger.

And the only problem is that the money flowing into open AI is.

I mean, today I heard that, you know, the that Softbank is pulling uh uh its money out of NVIDIA, but it's putting it into open AI.

It's it's buying in.

I think unfortunately there are a lot of people with deep.

Pockets will keep open AI going.

So even when you get those disappointments, the revenue is not going up, they'll find rational excuses.

I I I I think it's going to be a corporate governance issue at OpenAI.

In addition to not having business sense, they have a person at the top that at this point in time has complete power over where this enterprise is going.

If you don't know how to r build a business, it's not going to build itself.

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