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
the fact that fossil fuel companies, you know, you have COP thirty and you talk about, you know, how come fossil fuel companies are trading at much higher multiples of earnings and there isn't this catastrophic risk looming.
And while I'm thinking about fossil fuel companies, I remember the house I own two blocks from the Pacific Ocean, one of the worst earthquake falls, and I said, What was I thinking when I paid the money that I paid for that house?
Again, catastrophic risk and I'm acting
like it's not there.
And while I'm still there, I'm thinking about the Mad Max movies.
I'm thinking about how often in the Mad Max movies do people check their portfolios?
Almost never.
And the conclusion I came to was we as human beings take catastrophic risk and we don't build build it into our expectations.
We set it to the sack.
Because our view is if that happens, who cares what your portfolio looks like?
We don't build in nuclear war into our expectations.
We don't build in the fact that the oceans could rise three feet, because if that happens, none of the other stuff matters.
And that all came from a thirty minute walk where I let my mind wander.
So
I don't think
A computer is going to do it because it's going to be too I mean it it's not that's what makes us human beings, the capacity to connect disconnected thoughts.
An apple falling on your head and the law of gravity.
How the heck do you go from one to the other?
But Newton did this, right?
Some of the greatest insights of mankind have come from people connecting disconnected things.
Showing 1161–1180 of 1,201 · page 59 of 61
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