Risky Business
Inflation poses a significant threat not just to stocks but even more so to bonds, highlighting the complexities of market risks. A conversation about the distinction between incremental and catastrophic risk reveals how existential threats, like volcanic activity for a beloved Icelandic spa, can impact company valuations. Personal reflections on living near an earthquake fault further emphasize the importance of incorporating such risks into investment decisions.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: First Quarter Review — with Aswath Damodaran
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