The Prof G Pod – Scott Galloway (3 mentions) features Aswath Damodaran's market insights, as seen in "Aswath Damodaran: Markets Are Ignoring Catastrophic Risks | Prof G Markets."
Aswath Damodaran is a finance professor and valuation expert. He currently holds the Kerschner Family Chair in Finance Education at NYU Stern. Damodaran is known for expertise in discounted cash flow analysis and insights shared on his blog, "Musings on Markets." His work focuses on valuation, corporate finance, and investment management.
Global markets are currently pricing assets based on an economic order that no longer exists. While enterprise software may offer a defensive moat due to high switching costs, the broader market faces a reckoning as the post-WWII financial architecture dissolves without a replacement.
