1min chapter

Practical Lessons from Aswath Damodaran

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

notes

CHAPTER

Intro

The chapter features playful banter about the hosts' locations and misconceptions about their ties to San Francisco. They engage with listeners' humorous feedback while smoothly transitioning to the main topic of the episode.

00:00

Transcript

Episode notes

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.

We hope you enjoy the discussion.

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