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Prof G Markets: First Quarter Review — with Aswath Damodaran
Manage episode 416721961 series 2629939
Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly.
Follow our new Prof G Markets feed:
Subscribe to No Mercy / No Malice
Order "The Algebra of Wealth"
Follow the podcast across socials @profgpod:
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596 قسمت
Manage episode 416721961 series 2629939
Aswath Damodaran returns to the show to discuss the impact AI had on Big Tech’s Q1 earnings. He breaks down the significance behind Meta and Google’s decisions to start paying a dividend and what it means about their places in the corporate lifecycle. He also shares his thoughts on the death of corporate governance at tech companies. Finally, he explains why May will be a “make or break” month for the mood of the markets – and how you should invest accordingly.
Follow our new Prof G Markets feed:
Subscribe to No Mercy / No Malice
Order "The Algebra of Wealth"
Follow the podcast across socials @profgpod:
Learn more about your ad choices. Visit podcastchoices.com/adchoices
596 قسمت
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