NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran | Prof G Markets

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2023-08-14に共有

On this week's unfiltered video version of 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 Aswath on Twitter, @AswathDamodaran.

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コメント (21)

@gingerkilkus 8ヶ月前

Biggest lesson i learnt in 2022 in the NVIDIA’s market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
@benitabussell5053 9ヶ月前

More quarters and outlooks from big tech names, powered by Nvidia (which has more chips than we thought!), as well as this trader FOMO, may lead to renewed buying strength in markets in September and October. I want to invest more than $300k, but I'm not sure on how to mitigate risk
@jessicasquire 10ヶ月前

Its quiet interesting how we reject the reality of our situation and expect to be able to observe it, control it and even change it. I used to be financially depressed until I read a book that made me realized that the secret to making a million is making better investments.
@teslamozo5891 10ヶ月前

Aswath your are simply a GEM. A rare find when it comes to honest opinion. Thank you !
@robframe134 11ヶ月前

I enjoy Aswath's insight. He's one of the few when I see him on any financial channel I take the TV off of mute.
@ganeshbala 10ヶ月前

Just wow! A high quality and insightful convo. Thank you Prof's G/D
@AsherDevang 5ヶ月前

I have followed Aswath Damodaran for the past two decades. His insight and eloquence never ceases to amaze me.
@tommyrosales2019 11ヶ月前

Amazingly wise man. Much respect
@pntiwari4937 10ヶ月前

Thanks to the channel and Professor Aswath Damodaran.
@LDacic 11ヶ月前

Big fan of anything Damodaran has to say. Thanks for sharing.
@rodneybarington4483 10ヶ月前

This is one of the smartest well grounded people I've seen interviewed and I've e seen many, loved his take on Larry Fink, I think its just a matter of time and the meltdown will begin and unreal opportunities will be there but most likely a year or more away. If you adjust for the Bank's loan portfolios and Bond portfolios there all broke, where can you go, please tell me.
@rolfjacobson833 11ヶ月前

very impressive guy. actaully all three of you are. well done
@briancase6180 11ヶ月前

I haven't heard Aswath before. I think he's really insightful and perceptive. I think he thinks the way Buffett thinks, which is a compliment in my book.
@andykopitske2997 6ヶ月前

Loved the breadth of the questions you asked. Doing so helped to demonstrate the same curiosity that Aswath must have had to begin exploring, considering, and ultimately formulating his responses. Rather than simply consuming, wouldn’t it be great if we all sought to genuinely pursue well considered responses. I’m preaching to myself here (but maybe doing so well be of benefit to others as well.
@alexi2460 10ヶ月前

Prof AD should have shouted the risk safe story during 20-21. As I tuned into his on line lecture series for a couple of years, I found it too technical for the average person but he is brilliant.
@ssiddarth 10ヶ月前

Great interview, glad to have been recommended this channel.
@AndrewClarkePhotography 10ヶ月前

Experts have no idea and most people are sheep. Aswath, great points.
@JohnCorrUK 11ヶ月前

Brilliant to have Prof D on the pod … amused by his dismissal of ‘experts’ and preferring markets!
@simona4315 10ヶ月前

Prof Damodaran (not Galloway) is a treasure 😊
@ajkim1124 10ヶ月前

Thank you for this important information