3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH005: Meet the Master w/ Aswath Damodaran

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Investing in the Government, Not the Country, Is a Good Idea

i'm thinking more about the government part of ali baba now than i did two months still in my portfolio. How are you starting to factor in these really powerful forces that we'd like to ignore? But in some ways, it seems like you can't really ignore them any more. They should never be ignored. For the advice i give people in the value companies is to keep the macro views up. Is not because they don't have macro views, but if you bring your macro views into every company valuation, you'v ont be spending 80 % of your time thinking about what'll happen interest trads and inflation,. Not enough in your company. Macros are about acid anlocation

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