Want to create an interactive transcript for this episode?
Podcast: Excess Returns
Episode: Value Investing in a Changing World with Aswath Damodaran
Description: In this episode of Excess Returns, we sat down with NYU professor Aswath Damodaran to discuss his new book on the corporate life cycle and get his insights on a wide range of investing topics.
We cover:
- How companies age and why they struggle to act their age
- The importance of storytelling in valuation
- Aswath's thoughts on factor investing and its limitations
- The rise of passive investing and its impact on markets
- Market concentration and the dominance of big tech companies
- How Aswath approaches his own investing decisions
- The potential impact of...