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

I mean, as I said, it's it's an amazing company, but at five trillion, you're looking at uh the greatest company ever, delivering eighty percent gross margins in perpetuity on revenues that are going to be a trillion dollars or more.

And none of those things hold up to any kind of scrutiny.

So from a pure over Tesla, I would put into that same grouping for a different reason.

I'm not even sure what Tesla is.

company anymore.

I've reached a point of I can't tell you what the story is because I'm not sure

Tesla knows what the story is going forward.

So I think if I were to build a portfolio around it, those would be the two companies that take out the first.

And I'd probably leave Alphabet and Amazon in there as my two Mag 7 companies that are least overvalued, because you know Alphabet has had to struggle more in the l during this year, does doesn't have that AI boom to it that the other stocks have.

And Amazon, I think, will find ways to make money which don't.

require AI at all.

So I think they might be one of those companies which actually is able to convert the promise of AI into lower costs.

It'll be brutal in terms of the people hired at Amazon, but there will be ways I think they can convert to pro you know.

But I think

that 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.

And I think there's a good reason why gold is hitting all-time highs at the same time that's this unusual because usually when gold goes up, it's in the context of a crisis where markets are collapsing or with hyperinflation.

I think, you know, I describe gold as a niche market, which in good times, when times are solid, that niche market is composed of paranoid people and doomsday fanatics.

But in other times it expands to bring in people who normally invest in stocks and bonds.

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