Market ”Experts” Are Always Wrong | Aswath Damodaran episode artwork

EPISODE · Sep 30, 2025 · 56 MIN

Market ”Experts” Are Always Wrong | Aswath Damodaran

from You’re In Business · host Yousef Gamal El-Din

The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection. Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, AI Shift in New World 02:27 Fed “Wizard of Oz” and Powerless 05:05 Market Valuations, Better Earnings 09:32 The Problem with Firms like NVIDIA 11:56 How to Factor in Geopolitical Risks 16:25 Options Beyond the U.S. Treasuries 18:31 Damodaran’s View on China Stocks 23:17 New Opportunity Set in UAE, Saudi 27:24 Key Country Risk Growth Dynamics 30:13 Companies Are Getting THIS Wrong 34:02 Cultures in (GE), Microsoft and Intel 40:07 Starbucks Still...Looking for Reboot 42:42 Bitcoin (BTC) is NOT an Investment 45:15 The Biggest Worry for Microstrategy 48:45 Best Advice for All Investors Today 52:25 Regret Over Missing Out (i.e ROMO) ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets

NOW PLAYING

Market ”Experts” Are Always Wrong | Aswath Damodaran

0:00 56:41

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food. French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting!

Frequently Asked Questions

How long is this episode of You’re In Business?

This episode is 56 minutes long.

When was this You’re In Business episode published?

This episode was published on September 30, 2025.

What is this episode about?

The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this You’re In Business episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!