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.

Appearances

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

I haven't valued my uh Palantir recently, so it might very well be competing with NVIDIA at the top.

And maybe that's the reason Michael Burris picked Palantir as his other choice.

Is, you know, where's where's the number coming from?

So but I I apologize.

I was focusing on the mag seven, but you were talking about the mag ten there, so

Rental properties more than traditional real estate.

I think that that's income stream.

So, you know, to the again, it depends on where you buy the real estate.

I live in San Diego.

That bubble you see in stocks and bonds is playing out in housing, right?

Because people are feeling wealthy because their portfolio is up 30%.

They're going out and buying a house, reflecting that portfolio.

This bubble, you know, or let's put quotes around the bubble in AI or stocks is splitting.

filling over into the consumption and buying habits of the people who have a lot of money in the market.

Which is one reason if you look at the economy, it's the w the top ten, twenty percent in terms of wealth that's driving a lot of the energy the economy.

Is they're feeling rich because their portfolios look bad, right?

And that's you know, that's determining what house they buy.

But if you're in real estate, I think you gotta be selective.

It might not be buying a house in the city you live in.

It might be buying a rental property in some other part of the country that's not hot.

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