Transcript: Aswath Damodaran
The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia, is below. You can stream...
MiB: Aswath Damodaran: Valuations, Narratives & Academia
This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York...
MiB: Cliff Asness, AQR
This week, we speak with Cliff Asness, co-founder and managing partner at AQR Capital Management. The firm has ~$100...
Asness on Value Investing & Humility
Sonali Basak interviews AQR Capital Management’s Cliff Asness. They discuss AQR’s 60/40 portfolio strategy and the risks...
What’s Ailing Tesla’s Stock?
US equity markets are off about 25% YTD; Tech-heavy Nasdaq is off 32%; But the poster child for the past few years has been Tesla...
MiB: Michael Mauboussin on Stocks
This week, we speak with Michael Mauboussin, head of consilient research at Morgan Stanley Investment Management’s...
S&P 500 Dividend Yield at 20-Year Lows
The Standard & Poor’s 500 stock market index tracks ~$45 trillion dollars in US Equities. It is a key component...
How Much Have Americans Increased their Homes’ Values?
To hear an audio spoken word version of this post, click here. Residential Real Estate in the United States is worth...
How Expensive Are Houses?
Are Houses Less Affordable Than They Were in Past Decades? Source: Simplifying the Market I have been fascinated by...
A World Awash In Capital
I spent the past 5 days hanging out in the woods of Maine — fishing, drinking, eating but mostly talking with asset...