Welcome to the program that features world-class content with exclusive interviews. Hear the stories of business leaders beyond the balance sheets. Tune in for thought-provoking conversations that matter. Available on all major podcast platforms.
Yousef Gamal El-Din is a global broadcaster and entrepreneur who hosts the ”You’re in Business” show. Notably, his interview with the SNB Chairman in 2023 shook up the financial world, leading to the sale of Credit Suisse. In over 15 years of live TV with Bloomberg and CNBC, he has spoken with many celebrated leaders, including Christine Lagarde. Some 2,000 top decision-makers have joined him so far.
He’s long felt that traditional financial media with its tight segments of 5-6 minutes do not allow for deeper discussions. Here’s to making an impact. Thank you for listening and sharing.
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Welcome to the program that features world-class content with exclusive interviews. Hear the stories of business leaders beyond the balance sheets. Tune in for thought-provoking conversations that matter. Available on all major podcast platforms.
Yousef Gamal El-Din is a global broadcaster and entrepreneur who hosts the ”You’re in Business” show. Notably, his interview with the SNB Chairman in 2023 shook up the financial world, leading to the sale of Credit Suisse. In over 15 years of live TV with Bloomberg and CNBC, he has spoken with many celebrated leaders, including Christine Lagarde. Some 2,000 top decision-makers have joined him so far.
He’s long felt that traditional financial media with its tight segments of 5-6 minutes do not allow for deeper discussions. Here’s to making an impact. Thank you for listening and sharing.
Market ”Experts” Are Always Wrong | Aswath Damodaran
You’re In Business
56 minutes
1 month ago
Market ”Experts” Are Always Wrong | Aswath Damodaran
The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection. Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, AI Shift in New World02:27 Fed “Wizard of Oz” and Powerless05:05 Market Valuations, Better Earnings09:32 The Problem with Firms like NVIDIA11:56 How to Factor in Geopolitical Risks 16:25 Options Beyond the U.S. Treasuries 18:31 Damodaran’s View on China Stocks 23:17 New Opportunity Set in UAE, Saudi27:24 Key Country Risk Growth Dynamics30:13 Companies Are Getting THIS Wrong 34:02 Cultures in (GE), Microsoft and Intel40:07 Starbucks Still...Looking for Reboot42:42 Bitcoin (BTC) is NOT an Investment 45:15 The Biggest Worry for Microstrategy48:45 Best Advice for All Investors Today52:25 Regret Over Missing Out (i.e ROMO)---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets
You’re In Business
Welcome to the program that features world-class content with exclusive interviews. Hear the stories of business leaders beyond the balance sheets. Tune in for thought-provoking conversations that matter. Available on all major podcast platforms.
Yousef Gamal El-Din is a global broadcaster and entrepreneur who hosts the ”You’re in Business” show. Notably, his interview with the SNB Chairman in 2023 shook up the financial world, leading to the sale of Credit Suisse. In over 15 years of live TV with Bloomberg and CNBC, he has spoken with many celebrated leaders, including Christine Lagarde. Some 2,000 top decision-makers have joined him so far.
He’s long felt that traditional financial media with its tight segments of 5-6 minutes do not allow for deeper discussions. Here’s to making an impact. Thank you for listening and sharing.
