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 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
I think the gold market is attracting people who historically would have been financial asset investors, but are scared enough now of a bubble, not just in AI, but across stocks and across financial assets that they're willing to leave their money in something that doesn't pay a coupon or cash flows.
That's the only way I can explain.
a gold price rising in a year when stocks are up fifteen, twenty percent and you know, financial assets seem to be doing well.
Interest rates are not going up.
Inflation, at least in posted numbers, doesn't look like it's taking off.
There's enough of a subset of the market that's saying, I don't believe these numbers.
Something bad is coming.
And
That's pushing up the price of gold.
So there's a message there for investors.
And if you're 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.
No, 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 because that's not being priced in by.
markets right now and you know
the chance of it happening is perhaps greater than it's been in any time the last twenty years.
I was counting them on the mag seven, you know.
Obviously when you add Palantir to the mix, you know, you add no, I I haven't done a recent my last valuation of Palantir was almost a year ago when the market cap was much smaller.
Obviously the stories change, companies market cap has changed.
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