Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran
Prof G Markets
00:00
Navigating the Tech Investment Landscape
This chapter explores the impressive earnings of major tech companies amid economic uncertainty, focusing on Google and NVIDIA. It highlights the challenges of investing in transformative technologies like AI, where speculative trading often overshadows concrete valuations. The conversation emphasizes the need for a long-term perspective and warns against the pitfalls of aggressively seeking the next big investment opportunity.
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