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
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Market ”Experts” Are Always Wrong | Aswath Damodaran
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