DiscoverYou’re In BusinessMarket ”Experts” Are Always Wrong | Aswath Damodaran
Market ”Experts” Are Always Wrong | Aswath Damodaran

Market ”Experts” Are Always Wrong | Aswath Damodaran

Update: 2025-09-30
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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.





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---- 🗒️ 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)


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By hekayaproductions


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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

Market ”Experts” Are Always Wrong | Aswath Damodaran

Yousef Gamal El-Din