Shortcast over Coffee
Shortcast over Coffee
Shortcast over Coffee
Aswath Damodaran on AI, NVIDIA and the power of reasoning
52 minutes Posted Feb 7, 2025 at 2:59 pm.
Introduction and Inefficiencies in Education, Publishing, and Financial Services08:07 Valuation, Intellectual Property, and Market Predictions19:06 Country Risk, Climate Risk, and Corporate Lifecycles31:19 Private Equity in Real Estate and the Role of Technology44:05 Reasoning, Cognitive Skills, and the Role of AI48:41 Nvidia Valuation and the Impact of DeepSeek on AI
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Welcome to yet another episode of Shortcast over Coffee. Today my guest is Prof Aswath Damodaran. He is a Professor of Finance at the Stern School of Business at New York University teaching corporate finance and valuation. He is dubbed the "dean of valuation" but calls himself more a dabbler who teaches because he loves it. Check out more about Dr Damodaran hereBookshttps://amzn.to/40CQ8jWhttps://amzn.to/4aJ2Gv1https://amzn.to/3WQX0cvhttps://amzn.to/3CCqvrEWebsitehttps://pages.stern.nyu.edu/~adamodar/https://www.linkedin.com/in/aswathdamodaran/https://aswathdamodaran.blogspot.com/