AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Prof G Markets
The Trouble With Tariffs + Why Palantir Could Dominate AI — ft. Aswath Damodaran
Feb 6, 2025
In this engaging discussion, Aswath Damodaran, a finance professor at NYU Stern and renowned valuation expert, shares insights into the evolving AI landscape, particularly focusing on Palantir's potential to lead the market. He explores the disruptive impact of DeepSeek and its implications for traditional valuations. Reflecting on recent tariffs, Damodaran offers his perspective on whether Tesla and Nvidia may be overvalued and critiques Intel for its market punishment. It's a deep dive into how tech dynamics are reshaping investment strategies.
01:04:29
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The recent tariff decisions illustrate a complex geopolitical landscape, potentially harming long-term relationships with Canada and Mexico despite short-term benefits.
- Palantir's impressive quarterly performance and significant contract with the U.S. Army solidify its position as a potential leader in the AI space.
Deep dives
Fundrise Innovation Fund's Mission
The Fundrise Innovation Fund aims to democratize venture capital by providing access to investment opportunities in high-potential tech and AI companies with a $150 million portfolio. This fund is designed to allow investors of all sizes to participate in the venture capital market, which has traditionally been limited to wealthy individuals and insiders. The minimum investment required is just $10, making it accessible for many. This shift represents a significant step towards including more diverse investors in opportunities previously reserved for a select few.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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