Published Nov 6, 2023

Prof G Markets: Third Quarter Review — with Aswath Damodaran

Scott Galloway and Aswath Damodaran dissect the shifting landscape of the streaming and tech industries, the evolving IPO market, and the intricate valuation of emerging sectors like Tesla, highlighting the significant role of narratives and intangible assets in shaping financial forecasts.

Episode Highlights

Topics covered

Episode Highlights

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Prof G Markets: Third Quarter Review — with Aswath Damodaran

Topics covered

Popular Clips

Valuing Future Narratives

Tesla's Future Value

Market Movements & Insights

Alphabet's Missed Opportunities

WeWork's Bankruptcy Strategy

Branding and Strategy

IPO Market Transformation

Housing Market Dynamics

Airbnb Insights

Intangibles and Valuation

Valuing Tesla's Future

AI's Economic Impact

Tesla's Leadership Impact

Instacart's IPO Struggles

Episode Highlights

Streaming and Earnings

Market Trends Overview

Valuation Challenges

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Topics covered

Popular Clips

Episode Highlights

Streaming and EarningsScott Galloway and Aswath Damodaran explore the evolving dynamics of the streaming industry and highlight significant earnings improvements in major tech companies. They discuss strategic moves by Disney and Meta's impressive financial performance.

Streaming and Earnings

Market Trends OverviewAswath Damodaran analyzes the current state of the IPO market, highlighting the shift in company valuations and the impact of macroeconomic changes. He also explores how global events are affecting specific sectors, including the challenges faced by legacy auto companies.

Market Trends Overview

Valuation ChallengesAswath Damodaran examines the valuation of emerging business sectors, focusing on Tesla's future prospects and the role of intangible assets. He provides insights into how narratives shape company valuations and the importance of incorporating intangibles like brand value.

Valuation Challenges

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