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

Target might get so cheap that Amazon could pick it up for pennies on the dollar.

So who knows where it's going to go next.

So I you know I I I like your pick.

I mean Amazon would be my pick as well.

I think you know if I were advising you, I'd say do what you're doing, but do it with caution.

So no, you not only you not only have a portfolio, you're adding to that portfolio, presumably each year with uh, you know, savings and additional money.

My advice is that additional money you're putting into your portfolio

Don't throw I mean, if your traditional practice is I'm gonna buy the index fund every year, you know, which is what I advise my kids to do.

Take your savings, buy index funds, go back to doing your regular jobs, because I don't want you setting spending evenings trying to pick stocks.

It's not worth the effort.

Now the this year, my advice to them is that additional the savings you got from your income this year, instead of putting it all into stocks, why don't you hold it as cash?

So it's not advice about changing your existing portfolio.

It's about additions to your portfolio, being more cautious in those additions, at least for the near term.

No, or if you're, you know, I'm not a gay fan of m of doing things on a staggered basis, but maybe rather than putting it all at one go, rather put it in four installments over the next four quarters.

If nothing else, if there's a correction there, then you don't get it all up front.

So it's just a little more caution about increments to your portfolio.

But you have two things going for you.

One is the fact that you have a long, longer time horizon.

The other is you don't need your portfolio to supply you cash to meet needs.

No for people who don't need their portfolio to provide cash, you get an advantage.

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