Steve Romick - Value Investing Is, To Us, Simply Investing With A Margin Of Safety, Believing That You've Made An Investment Where It's Hard To Lose Money Over Time | #136

Steve Romick - Value Investing Is, To Us, Sim...

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Aswath Damodaran on the AI Spending Spree: Bubble, Boom, or Both? | #619

My guest today is Aswath Damodaran, a professor at NYU, where he teaches corporate finance and equity valuation. In today’s episode, Professor Damodaran explains why he trimmed two Magnificent Seven stocks. He digs into AI’s real impact on valuations and moats, why big software i ...  Show more

 . 1h 2min
200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618

Today’s guest is Jim Reid, Global Head of Macro Research at Deutsche Bank. In today’s episode, Jim walks through lessons from his annual report, The Ultimate Guide to Long-Term Investing, which covers over 200 years of market data from 56 countries. He explains why cash is one of ...  Show more

 . 1h 2min

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