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
My guess is he'd have looked at you like you had two heads and saying, Are you crazy?
Why would I buy gold?
I'd go by Chinese companies or by undervalued companies in this economy.
The very fact that Ray Dalio is holding gold tells you something about safe places and how difficult it's become to find them within the financial asset markets.
I think I you know, I would pick Amazon and Apple as my picks.
And the reason is they haven't gone crazy on their AI spending.
I mean, it's a to me the caution, the natural caution that Tim Cook has in terms of throwing money at new businesses is going to be a plus, not a minus, right?
So I know equity research analysts pick on Apple for not being aggressive in the AI.
And I think that's going to be a good thing because when the correction comes, the people who
been most aggressive are the ones who are going to be most exposed and Apple's lack of aggression I think might work in their favor.
because they haven't been throwing the fifty, sixty, eighty billion that you see some of the other big
tech companies throwing at it.
So I and Amazon's been in my portfolio now for a few years.
And I as I said, I I you know it's one of those companies that I would hold on to here even through a correction and continuance.
Because let's face it, it's become such a central part of so many people's lives.
I s I don't see it kind of having a collapse of business.
No.
even if with an economic contraction decoration.
In fact, it might benefit from that.
Who knows?
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