Market Reactions and Big Tech Earnings

Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly. 

Follow our new Prof G Markets feed:

• Apple Podcasts
• Spotify 

Subscribe to No Mercy / No Malice

Order "The Algebra of Wealth"

Follow the podcast across socials @profgpod:

• Instagram
• Threads
• X
• Reddit

Learn more about your ad choices. Visit podcastchoices.com/adchoices