In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran.
- We unpack Damodaran’s insights on:
- Why dogma in investing can be dangerous
- The evolving landscape of active vs passive investing
- Challenges facing factor investing
- The critical role of storytelling in valuation
- How AI and ‘personal bots’ might reshape investing careers
- Focusing on wealth preservation and growth over get-rich-quick schemes
We offer our own perspectives on Damodaran’s thought-provoking ideas and discuss how they apply to today’s investing environment. Whether you’re a professional or individual investor, our discussion provides valuable food for thought on the future of valuation, investing strategies, and financial markets.
