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

Well, you get enough rental income

that it covers what you'd have made investing in a T-bond, but you have something physical, real you've invested in.

So again, something I've never invested in the past, but something I'm

more likely to look at now than I would have five years ago, ten years ago, twenty years ago.

or physical assets which pay income.

We live in a world where everything seems to be correlated, right?

I mean, it used to be even 10, 20 years ago, I said I'm gonna put my money in European stocks or Asian stocks or Latin American stocks, you know, if I thought US stocks were overvalued, or I'm gonna move my money out of this sector into this one because utilities tend not to go down as much during the crisis than technology companies.

You know, one of the problems, and maybe you can lay past

Of investing for this and the flow of money is the correlations across asset classes, across sectors, across geographies has risen to the point where.

No, that classic rule of if you spread your money across multiple geographies, multiple sectors, you're going to be more protected.

That advice is not holding up anymore.

because of the corridor and because the markets seem to be moving so much more.

So you almost have to struggle to find something that doesn't move.

With markets, where you didn't have to do that 10 or 20 years ago.

Now, part of this might be globalization.

Part of it might be the way in which people invest through funds and through large large index funds that move their money to wherever the largest market cap is.

But it does make investing a lot more dangerous because, you know.

I can't tell you, as I said, no, people call me on the side and I feel worried, where should I put my money?

Twenty years ago, the kind of advice I'd have given them, if you can stay in the stock market, but try to shift your money out of this sector into this one, you're going to be more protected.

I don't feel as inclined to give that advice anymore because I don't see that protection playing out as much.

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