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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Nov 2025 with 2.
Appearances
You basically pick the period, the expiration date, when the t-bills are going to expire, three months, six months, whatever works for you.
Have a preset rule as to when you plan to get that.
into stocks.
So you might say, look, I'm going to put this into treasuries, but
I won't be the one who pulls the trigger when it goes into stocks.
This is what'll happens.
When once the cash sits there for six months and nine months, it almost an autopilot moves into my index fund.
So it's not you're not changing your historical pattern of being invested in risky assets and looking for the higher return.
You're just slowing the process down.
So you're not jumping in at a time just before a correction hits and then fe facing
No.
So I think that's all you're doing is kind of giving yourself a little slack in this process.
I think it's more incremental.
And part of it is watching these companies invest in each other.
Right.
I mean, it's it's it's it's there's this uh almost incestuous relationship between the big AI players.
And one of two things can be driving.
One is that they want to dominate the AI space that's going to emerge five years from now, and they want to create these barriers to entry.
The other is this is almost like a Ponzi scheme where they have to keep investing in each other, making each other look more valuable, because that's the only way they can get the rest of the market to go in.
I'm not ready to make a decision that it's the latter, but watching that happen has made me more negative about AI.
Showing 1061–1080 of 1,201 · page 54 of 61
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