17min chapter

Masters in Business cover image

Savita Subramanian on Equity and Quantitative Strategy

Masters in Business

CHAPTER

Market Valuation and Technological Transformation

The chapter explores market valuation, emphasizing the evolving landscape towards innovation-focused sectors and the argument for higher valuations of intangible assets. It discusses the impact of AI on labor costs and productivity in various industries, highlighting the potential gains in efficiency. The conversation also covers the bullish outlook on the stock market driven by new technologies and shifts in company behaviors towards efficiency amidst market unpredictability.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode