The Prof G Pod with Scott Galloway
Prof G Markets: First Quarter Review — with Aswath Damodaran
May 6, 2024
Aswath Damodaran, a finance professor at NYU Stern and valuation expert, engages in a riveting discussion on Big Tech's Q1 earnings and the role of AI in shaping market dynamics. He dissects Meta and Google's move to pay dividends, signaling their corporate maturity. The conversation tackles the decline of corporate governance in tech, potential market shifts in May, and offers investment strategies amidst the changing landscape. Damodaran's insights provide a compelling blend of analytical rigor and market foresight.
58:32
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Quick takeaways
- AI influenced Big Tech earnings, Meta and Google dividend decisions reflect corporate lifecycle, tech firms lack corporate governance.
- May crucial for market mood, adjust investment strategy accordingly, markets may fluctuate unpredictably.
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