Two Quants and a Financial Planner Practical Lessons from Aswath Damodaran
Sep 9, 2024
Aswath Damodaran, a renowned valuation expert, shares his deep insights into the investing world. He warns against dogma in investment philosophies and discusses the rivalry between active and passive strategies. The conversation tackles the challenges of factor investing and highlights the importance of storytelling in valuation—showing how narratives can enhance perceived value. Additionally, Damodaran explores how AI might reshape investing careers, urging a focus on wealth preservation rather than quick gains. His practical wisdom resonates for both pros and individual investors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 1min
Humorous Reflections on Aging and an Engaging Interview Experience
01:19 • 2min
Navigating Investment Philosophies
02:58 • 17min
Navigating Factor Investing in Modern Markets
19:59 • 29min
The Power of Storytelling in Valuation
49:20 • 8min
Preserving Wealth: The Core Tenets of Smart Investing
57:31 • 6min