Aswath Damodaran returns to the show to discuss how companies age and why “growth for the sake of growth” can be a problem for companies as they get older. He looks at where Intel stands in the lifecycle and explains how it can return to a healthier age. He also breaks down how he thinks Starbucks and Lululemon could revamp their businesses. Finally, he expl ... Show More
Aug 14
The Architect Of The Billionaire Tax Makes His Case — ft. Gabriel Zucman
Ed Elson is joined by Gabriel Zucman to break down Prop 40, the billionaire tax proposal in California. They discuss why Gabriel thinks it’s the most effective way to tax the ultrawealthy in the state, unpack the various criticisms of the tax, and consider what its influence coul ... Show More
1h 12m
Nov 2023
Prof G Markets: Third Quarter Review — with Aswath Damodaran
Scott shares his thoughts on WeWork’s bankruptcy, Saudi Arabia’s World Cup bid, and Disney’s full ownership of Hulu. Then Aswath Damodaran returns to the show to break down third quarter earnings season. They discuss Meta, Netflix and streaming, Instacart, the Ozempic effect, Bir ... Show More
54 m
Nov 2024
MI377: How Aswath Damodaran Invests Across The Corporate Lifecycle w/ Shawn O’Malley
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) discusses how companies can age just like people, how to define and understand the corporate life cycle, why the corporate decline phase is both inevitable and almost always poorly managed, how to invest across the corporate li ... Show More
49m 56s
Aug 2023
Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran
This week on Prof G Markets, Scott speaks with Aswath Damodaran, professor of finance at NYU’s Stern School of Business, about his valuation for NVIDIA, tech’s rally this year, the implications of AI when every company has it, and opportunities in the markets right now. Follow As ... Show More
35m 4s
Dec 2022
Tech Valuations and The State of The Market — with Aswath Damodaran
Aswath Damodaran, a professor of finance at NYU Stern, joins Scott to discuss Twitter and Meta, his outlook on the economy and valuations. He also shares his thoughts on the state of the crypto market. Follow Aswath on Twitter, @AswathDamodaran.
Scott opens with his thoughts on z ... Show More
58m 19s