The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia, is below. You can stream...
Read More
This week, we speak with Aswath Damodaran, who holds the Kerschner Family Chair in Finance Education at New York...
Read More
This week, we speak with Cliff Asness, co-founder and managing partner at AQR Capital Management. The firm has ~$100...
Read More
Sonali Basak interviews AQR Capital Management’s Cliff Asness. They discuss AQR’s 60/40 portfolio strategy and the risks...
Read More
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...
Read More
This week, we speak with Michael Mauboussin, head of consilient research at Morgan Stanley Investment Management’s...
Read More
The Standard & Poor’s 500 stock market index tracks ~$45 trillion dollars in US Equities. It is a key component...
Read More
To hear an audio spoken word version of this post, click here. Residential Real Estate in the United States is worth...
Read More
Are Houses Less Affordable Than They Were in Past Decades? Source: Simplifying the Market I have been fascinated by...
Read More
I spent the past 5 days hanging out in the woods of Maine — fishing, drinking, eating but mostly talking with asset...
Read More