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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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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