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The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran

Prof G Markets

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Tariffs, Tech, and Travel Tales

This chapter combines humor and serious discussions, starting with a speaker's chaotic experience at the Dolphin Hotel in Disney World, marked by exhaustion and challenging interactions. It then transitions into an analysis of recent U.S. tariffs, exploring their implications for international relationships and economic dynamics. Finally, the chapter highlights significant developments in the tech sector, focusing on Palantir's impressive earnings and Vanguard's strategic move to lower ETF expenses amidst changing investor preferences.

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