This was exceptional and very relevant especially right now 💯
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My conversation with @AswathDamodaran
We cover almost every major topic in markets including
- why it’s unexpected inflation we should fear
- valuing FANGAM stocks over time
- alpha / edge
- why ESG is bullsh*t
Aswath is a breath of fresh air
Enjoy!
joincolossus.com/episodes/75305


