Portfolio Perspectives
Aswath discusses the psychological nuances of holding investments, particularly how prior ownership can skew rational decision-making. He acknowledges the human tendency to be inconsistent in investment choices, especially when faced with regret. Scott explores the impact of rising interest rates on portfolio strategy, contemplating the shift toward fixed income as a viable option in today's market.In this clip
From this podcast
Prof G Markets
NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran | Prof G Markets
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