AI Valuation Insights
The conversation dives into the impressive valuation of Nvidia and the broader implications of the tech rally seen in the first half of the year. Aswath shares his expertise on stock analysis, emphasizing the importance of building detailed models rather than relying solely on multiples. The episode also highlights the surge in passport issuances, reflecting the increased travel demand this summer.In this clip
From this podcast

The Prof G Pod with Scott Galloway
Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran
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How has Scott Galloway described his experience with previous guests on the podcast Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran?
How has Scott Galloway described his experience with previous guests on the podcast Prof G Markets: NVIDIA’s Valuation and AI’s Negative Sum Game — with Aswath Damodaran?