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
You get an advantage because you have a downturn.
You don't need the portfolio.
You don't need to sell it to get the cash.
So people who are closer, so it's not as much age as how close are you to having to cash out your portfolio to do something, to buy a house, to go to college.
The closer you are to that, the more cautious I would suggest to become, or maybe convert more of your portfolio into cash.
Because those are the people who will be most damaged by.
А корень да
They were planning to take the cash out because then your lifestyle will have to change.
Your choice of college might have to change.
And that's not something you want coming out of your portfolio.
So my advice would be: would depend on your age, how much cash needs you have, what are you looking to do, because those will all play out in what you should be doing.
But I'm not a great fan of these drastic actions where you sell everything in your portfolio and you try to move it.
you end up worse off than somebody wrote through the correction and was able to kind of come back from
Buy three month t-builds, roll them over.
If inflation actually turns out to be higher than expected, that t-build rate will rise.
I mean, the best measure of protection against expected inflation has been
Buying short-term treasuries.
So I think that, you know, I my advice is if that is your concern, is that inflation should up, keep it short-term.
I mean, I buy my treasuries directly from the US Treasury.
So you're not going through intermediaries.
Showing 1041–1060 of 1,201 · page 53 of 61
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